Using Green Check (for Marketplace Service Providers)

Introduction to Green Check Connect: Empowering Cannabis Business Growth

Overview

Welcome to Green Check, where you have direct access to thousands of cannabis operators in need of your financial and business products & services! We are dedicated to supporting cannabis businesses and service providers through our innovative Green Check Connect marketplace.

Green Check streamlines the application process, enabling seamless connections between cannabis operators and service providers. In this guide, we'll explore how to set up your application/due diligence template, view new applications, and efficiently review and approve submitted application data.

Setting Up Your Application (Due Diligence Templates)

As a service provider on Green Check, you have the flexibility to customize your application/due diligence templates:

1. 1. Go to Settings > Due Diligence to see and edit your templates. You will have two templates to start. One is for direct plant-touching businesses and contains a mandatory marijuana business license upload field, and the other is for non-plant touching businesses and does not include the business license requirement.

   2. Tailor the template(s) to gather specific details that align with your unique business and operational requirements. This ensures you receive the most relevant information from cannabis operators applying for your services.

See "In Progress" Applications (Marketplace Leads)

Green Check centralizes all new applications that have been started by cannabis operators in one convenient location.

Access the Accounts > Invited area to view any and all applications that have been started from the Green Check Connect marketplace. You should also receive a "heads up" email when an application has been started!

Reviewing and Approving Submitted Applications

Once a cannabis operator has finished filling out their application in full, they will submit it to you for your approval. Visit the Accounts > Awaiting Review tab to see all fully complete applications that are available for your review.  Clicking into this view will guide you through an account approval stepper where you can review and approve the account with ease.

Review the application: Dive into each submitted application to access a comprehensive overview of the cannabis operator's business details, account owner information, operational details, and marijuana business license documentation. You will also see any custom document requests or custom fields that you added to the due diligence templates.

Collaboration and Communication: Easily communicate with cannabis operators through our platform. Request additional documents or information directly within the application interface.

Account Approval: Once you've reviewed an application and feel confident in proceeding, provide your approval through our platform. Congratulations! You're now connected with a cannabis operator ready to utilize your services.

Conclusion

At Green Check, we are committed to driving the growth of the cannabis industry by fostering seamless partnerships between cannabis businesses and service providers.

By setting up your application/due diligence template, viewing new applications, and efficiently reviewing and approving submitted application data, you can maximize your opportunities and contribute to the industry's success.

 For any questions or support, our dedicated team is here to assist you every step of the way. Let's make a positive impact on the cannabis business landscape together.