With all of the features of CRM-Lite, use CRM-Pro for Mortgage Brokers. With In-built sourcing, use CRM-Pro for all stages of your operation, pre and post-sale.

+ £20

per user per month

Play Video

All CRM-Lite Features +

Check CRM-Lite features here.

Advice Cases

Play Video

Designed for Mortgage & Protection advisers, speed up the advice process. With integrates with research tools iPipeline and Twenty7tec. Automates the Suitability Report.

Cash Flow

Play Video

Basis cashflow modelling tool, helps businesses forecast their cash inflows and outflows over a specific period. These tools are essential for financial planning, budgeting, and decision-making.

HR Intranet

Play Video

Streamlines HR processes, enhances communication between HR and employees, and empowers employees to manage their own HR-related tasks more efficiently.

Table of Contents

Book a Demo

Fill out the form to schedule a demonstration at your convenience.

This demo will showcase the key functionalities of BAT Compliance Manager and BAT CRM-PRO or CRM-Lite.

Additional Free Trial Available

24/7 Online Support

No credit card required