Checkboard

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

Annarrah Gordon

Wandile Zondo

How to complete your tasks

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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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