Only once you have hit “Share my report” have you completed your request.
The steps you need to take to finish your report are different depending on the type of report that you are doing.
For a Source of Funds Analysis:
If you are on the banks screen and have hit the required amount you are being asked to prove, and have an excess figure showing in green, you need to press the red “Continue” button to move to the next part of the journey.
Once you have hit “Continue” you need to complete the Source of Funds questionnaire. After completing the questionnaire, you will be able to hit “Continue – create your report” and finally hit “Share my report” to complete the request. This will make your report available to the company who requested it.
The final screen titled “That’s it, you’re done” will confirm that you have completed the request.
For a Transaction Download:
Once you have connected your banks you need to hit the red “Continue” button and then “Continue – create your report”.
Finally, you need to hit “Share my report” to complete the request. This will make your report available to the company who requested it.
The final screen titled “That’s it, you’re done” will confirm that you have completed the request.