WealthEngine

Checklist 1

• Submitting a Screening

How-To Guides 4

• Nonprofit: How to Do an Express Screening
• Commercial: How to Do an Express Screening
• Commercial: How to Do a Batch Screening
• Nonprofit: How to Create a Custom Import Template

Best Practices 2

• Screening Best Practices
• Express vs Batch

Templates 4

• Commercial: Express Screening Basic Template
• Nonprofit: Express Screening Basic Template
• Commercial: Express Screening Detailed Template
• Nonprofit: Express Screening Detailed Template