BAT - Easy to use CRM - and much more.....
Easy to use
Purpose-Built for IFAs and Mortgage Brokers
All you need in just one place....
1. File checking
2. File check AI
3. SM & CR
4. CPD register / analysis
5. Online CPD Exams
6. Complaints Register
7. Breach Register
8. Financial Promotions
9. Audit report / Analysis
10. Custom Registers
11. Document Folders
12. Advice Cases
13. Cashflow Tool
14. New Business Register
15. Turnover
16. HR Intranet
17. Client Portal
18. Custom E-Fact Find
19. Workflows
20. Activities / Task Management
1. File Checking
Provides capability to effectively file check all new business pre & post-sale, can be configured to target high risk cases and process and track any remedial work needed through the system.
File checks can be requested automatically or manually.
We can also provide an outsourced file check service through our compliance partner
2. View more
