Version 8.14 of the Box and Dice web app has been released to all clients.
You can check your version below the 'Help Centre' icon in the bottom left corner of your Box and Dice System.
Things We’ve Made
Anti-Money Laundering (AML)
We’ve introduced a new Anti-Money Laundering (AML) Compliance Module, designed to help you record Customer Due Diligence checks in B+D. This means B+D can be used as your source of truth for all required AML checks.
Authorised users can enable this module from within Settings > CRM > AML/CTF Due Diligence Settings. Once enabled, you’ll see a Start New AML buttons on contact profiles. Click these buttons to:
- Create a new AML Check
- Attach supporting documents such as certificates from your AML provider
- Link the AML Check to related listings
You can also easily manage AML Checks for Vendors and Purchasers straight from a listing. In the example below we have 3 Vendors.
- James Barrie already has a Completed AML check, showing as a Green button.
- Peter Pan has never had an AML check, so clicking the "Start New AML" button creates an AML Check with the listing auto-linked.
- Peter Piper has a recent AML check but it's not been linked to this listing. Click the blue button and the listing will get linked to the existing check and if the status is 'Complete' it will become Green.
Next, we will begin integrating our AML module with MRI's 3rd party AML Provider partners.
In 2026 B+D will be taking user feedback over the first half of the year, before the new laws come into force on July 1st, on what blockers, alerts or warning are best to help clients stay complaint, and introducing configuration options like "Prevent users from settling a listing unless all Vendors and Purchasers have a completed AML Check".
Things We're Working On
- Integrating our AML module with MRI's 3rd party AML Provider partners.
- Custom Fields for Listings, Appraisals, Contacts and more, with a self-service settings page, enabling your team to record key business info in a structured format instead of buried in notes
- Notifications Centre, helping users to keep up to date without relying on your email inbox
- A Listing File Approval/Expiry process and File visibility controls, to help maintain SOI Compliance and protect sensitive documents from being inadvertently attached to emails.
- Compliance Listing Workflows, including 'Linked Actions' that can connect an 'Upload Authority' task to actions like 'Add File'.
- A new Drag and Drop email template designer
- Security enhancements and data theft features
Add your Feature Request to UserVoice
Did you know that you can raise Feature Requests directly to the Box and Dice team through User Voice? You can also vote and comment on requests other users have made if you also think they are a great idea. Access user voice here: https://mri.uservoice.com/forums/938634-box-dice