👤 Add Relationship Managers During Account Setup
You can now assign Relationship Managers to CRB accounts as part of the account invitation process. This update helps teams establish ownership earlier, streamline portfolio organization, and improve internal visibility from day one.
Review your accounts
🛠️ Coming Soon
📧 POS Integration Status Emails
This requested feature now alerts you when a CRB’s POS integration disconnects. Notifications provide a clear summary of the issue so you can monitor your program and follow up if needed without manually checking the dashboard.
📂 Archive Old Due Diligence Templates
With this update, you’ll be able to archive old Questionnaire and Due Diligence Templates that are no longer in use. This makes it easier to stay organized, reduce clutter, and keep important records accessible.
- ✅ Hide outdated templates from dropdowns and selection menus
- ✅ Declutter workflows for analysts, reviewers, and RMs
- ✅ Retain access to archived template responses for audits and reference
📤 Collect Manual Uploads with the New Template
The new Managed Sales Upload Template will make it easier for CRBs who report manually. You’ll be able to automate reminders, use built-in autocompletion for questionnaires and tasks once sales are uploaded, or connect a POS to alleviate manual interventions and encourage consistent submissions across accounts.
✅ Vote for the ideas you like most
Our product team is listening, and your votes help shape what comes next. Visit the Ideas Portal to support the features you care about most. Here are three ideas catching attention this month:
- Search for accounts and owners
- Creating a 'complete' button that can be selected by the individual completing the SAR
- Export Account Monitoring reports to PDF
Your input helps us focus on what really matters. Just make sure you’re logged in to Green Check to access the Ideas Portal.