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zero effort

Any easiest way to check
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

Be compliant
with your documents

Various addons include
Amazon, Experian, postcode lookup, mortgage sourcing, ipipeline solution builder
and much more.

Try BAT for free

  • 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

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