Save Time & Improve Oversight with New Tools
Verify business owners more efficiently
📑 Simplify & Standardize Beneficial Ownership Verification
Collecting beneficial ownership (BO) information is a critical part of due diligence (DD), but it doesn’t have to be time-consuming. With Green Check’s new Managed Beneficial Ownership Questionnaire, you can now:
- Automate BO data collection during onboarding when included in a DD template
- Manually send to refresh BO data for existing CRBs
- Easily track & export responses with built-in reporting tools
👉 Rolling out in the next week or two! Once available, you can enable it in new or existing DD templates in your account settings.
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Resolve unverified sales faster
📊 More Data, Better Oversight
The individual sales view in Daily Summaries now includes product category and grams per unit, giving you better visibility into flagged sales.Quickly identify miskeyed or missing data to resolve compliance risks, such as incorrect gram values.
Improved performance and stability
⚡ Faster Load Times & Smoother Workflows
We’ve upgraded our platform to improve speed, stability, and future feature development. With this update, you’ll notice snappier load times and a smoother manual upload process for your CRBs. Plus, we’ve resolved key issues to enhance compliance monitoring, task reminders, and POS integrations.