CRM PRO
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
All CRM-Lite Features +
Check CRM-Lite features here.
Advice Cases
Designed for Mortgage & Protection advisers, speed up the advice process. With integrates with research tools iPipeline and Twenty7tec. Automates the Suitability Report.
Cash Flow
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
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