User Guide

• Create an account
• Free trial
• Manage account
• Renew an inactive plan
• User access
• Users

• Manage business
• Business categories
• Report signers
• Contacts

• Add properties
• Bulk edit properties
• Import errors
• Manage properties
• Property statuses
• Money orders and traveler’s checks explained

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• About due diligence letters
• Create due diligence letters
• Troubleshoot due diligence letters
• Manage due diligence letters

• Reporting
• Reporting to California and Puerto Rico
• New York off-cycle due dates explained
• Reporting history