Checkboard

Annarrah Gordon

Wandile Zondo

Yogapriya Anbazhagan

In this collection, you will understand the steps necessary to complete your flow effortlessly.

The Checkboard app

Learn how to complete the Email task and what to do if you are having trouble adding one to your account.

How to complete the Email task

Learn how to complete your ID verification in the Checkboard app, including which documents to use, how to scan them correctly, and what to do if you have issues.

How to complete the ID verification task

Learn how to complete the Address task and what to do if you are having trouble adding yours to your account.

How to complete the Address task

To verify your rent payments, it is mandatory to connect your bank account through Open Banking.

How to complete the Rent task

This task helps your solicitor or agent understand how you obtained the money shown in your Proof of Funds breakdown.

How to complete the Source of Funds task

Learn how to confirm your funds in the Checkboard app, including co-buyer contributions, other sources, property sales, or mortgages still in progress.

How to complete the Proof of Funds task

Easily add your employment details in the app to verify your work status as part of your flow.

How to complete the Employment task

Solicitors and law firms must understand where the money comes from when dealing with large sums to prevent money laundering and fraud.

Please follow this guide to connect your digital…

How to complete the Banking task

Depending on your employment type (Employed, Self-employed, Unemployed, Student, or Retired) your income confirmation journey may look slightly different.

How to complete the Income task

Learn how to upload and manage your documents in the Checkboard app, what types of documents are accepted, and what to do if your file won’t upload.

How to complete the Upload Documents task

How to complete your tasks

Checkboard is a secure app that helps you quickly and safely complete identity and financial checks requested by your solicitor, estate agent, or another professional service.

What is Checkboard?

In most cases, invitations will be sent to you via email or text message, with the sender’s name appearing as Checkboard.

Receiving your invitation to complete a flow with Checkboard

Learn why Anti-Money Laundering (AML) checks are required, how they protect you, and how Checkboard makes the process simple and secure.

Why AML checks matter when buying property in the UK

FAQs before you start your flow

To conduct a flow on Checkboard, you'll need a device that isn't older than 6 or 7 years and is compatible with both Android and Apple systems.

Checkboard device compatibility

Your data privacy matters. Find out how Checkboard keeps your information safe and compliant with GDPR standards.

What do you do with my data?

Learn about the requirements to prove your income

How to verify your income as a tenant

Struggling to find a guarantor? Don’t worry — here are practical alternatives, support schemes, and resources that can help you secure a rental.

Problems with getting a guarantor?

To begin your guarantor flow, click on the magic link sent to you via email or text message.This will open the correct flow for you to complete only the information…

How to complete your Guarantor flow

Solicitors and law firms are legally required to confirm where funds come from before handling large transactions.This process helps prevent money laundering and fraud, and protects both you and the…

How to complete your Donor flow

Find out why Checkboard may ask you to connect your bank account. Learn how AML checks work, why they’re required by law, and how Checkboard keeps your financial data safe…

Why do you need my bank account connected?

Learn what Open Banking is, how it works, and why it’s safe. Discover how Checkboard uses secure, FCA-regulated Open Banking connections to verify your details quickly without sharing your login…

What is Open Banking and why It’s safe to use

If you and someone else (partner, parent, flatmate, let’s call them Person B) share the same mobile number, you can both complete your flows without headaches. Here’s exactly how I…

We share a mobile number, how do we both complete our Checkboard flows?

How long does Checkboard have access to my bank account?

Open Banking – Access, Permissions & Data Retention

General questions

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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