{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/dd8b6c91158f462eae8c0d25ce32f5ea\" frameborder=\"0\" width=\"1882\" height=\"1411\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1411,"width":1882,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1411,"thumbnail_width":1882,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/dd8b6c91158f462eae8c0d25ce32f5ea-275e4dc5c4f9056a.gif","duration":918.645,"title":"Commercial Source of Funds Questionnaire Walkthrough","description":"This Loom shows how a client completes the commercial source of funds step and how a legal platform user reviews the returned details. The client starts with instructions to provide bank statements and complete a source of funds questionnaire, selecting a transaction type such as buying or selling a business and entering a value of 250,000. They evidence sources like asset sale proceeds, including details such as asset type, whether proceeds are outside the UK, buyer name, and uploaded sale agreement and completion statement evidence, with a progress bar updating as sources are added. The client can delegate a source to a colleague, who must complete the questionnaire and provide bank account information and statements before the form can be fully submitted, followed by bank account evidence via manual upload or Open Banking and an AI analysis of the statements."}