Platform Update
New auto SR templates are now available!
New Auto SR Builders
We have newly published on BAT Auto-Report feature a number of documents, as shown below.
These are draft reports generated by BAT following your inputs from FF or questionnaire.
To find these navigate to Library -> Auto Report Writer. It is a great feature, with many parts of the SR auto completed by the BAT FF. The feature is also configurable, and if your team want a different version – just ask and we can upload for you. Different versions include branded templates, different text, standardised solutions (eg a narrow panel of providers, each with your own bespoke set of reasons why chosen)
Annual SR report published to cover no contact in years 1, 2,3.
Biz plan published (draft)
Buildings and Contents insurance draft SR
Combined Initial disclosure document draft
ASU policy SR report
Mortgage Product Transfer declaration
Mortgage SR including Equity release and B2L
Pension Switch SR
SR draft for rebalancing portfolio