Tool for corresponding to colleagues, to managers and staff and of course to CUSTOMERS using a secure message facility that retains the information under the client file, and harbours no risk of deletion, junk mail, interception etc.
Use Client message centre to correspond with your customers.
Check all your existing support tickets.
Answer user queries.
Message your company members and clients and get everything stored inside BAT
Create, receive and manage support tickets from BAT
This is where the answers ordered by themes are lived.
Full e-mail suite provided by BAT.
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
