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.

+ £35

per user per month

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Advice Cases

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

Cash Flow

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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

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

Client/Prospect Management

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Maintain your client data in the BAT Software, with auto sanction checking, ID verification and client vulnerability. Set client review dates for reminders.

Task Management

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The process of organising, planning, prioritising, and tracking tasks or activities to be completed within a project, team, or individual workflow. Actionable tasks, assigning responsibilities, setting deadlines, and monitoring progress to ensure that tasks are completed efficiently and effectively.

Customised FF

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Customising your very own fact find tailoring the questionnaire to gather information about a client’s financial situation, goals, and preferences to fit the specific needs and circumstances of the client or the business.

Client Portal

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This is secure online platform that allows businesses to interact and collaborate with their clients in a centralized digital environment. Send secure messages & documentation.

Workflow

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By customising workflows to suit the specific needs and objectives of your business, you can enhance efficiency, productivity, and overall performance while effectively adapting to evolving requirements and challenges.

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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