file-check
with
zero effort
The easiest way to checked
the compliance level of your documents
simply with one login.
The easiest way to checked
the compliance level of your documents
simply with one login.
Files are selected either by algorithm choosing one from a set of eight files, but not the eighth, or by manually ticking which files the user or manager wishes to be checked.
Files are Uploaded by following a prompt for each item – ff, SR, research, Quotes and risk profiler, and files scores are added to the same system.
This then creates the all important performance chart of filechecks
Select the documents
Review by our file checking experts
Receive comments on how to correct
Various addons include
Amazon, Experian, postcode lookup, mortgage
sourcing, ipipeline solution builder
and much more.
Start a 30-day free trial
T&C / Document Library / Compliance manager
Join over 1,000 other IFAs and Mortgage brokers
using BAT
for compliance.
No credit card required
24/7 online support
