Transfer Applicants between Clients
Source Applicant
Source Client Name
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Source Applicant ID
Target Applicant
Target Client Name
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Target Applicant ID (Optional)
Transfer Mode
Copy Mode
Copy with Checks (Reusable KYC)
Re-verifies applicant in target client. Regulatory compliant.
Copy without Checks
Duplicates data without re-verification. Faster but not recommended.
Transfer Applicant