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Workflow
with
zero efford

The easiest way to complain
simply with one login.

Now WORKFLOW has been introduced to link the tasks together. Pass the workflow to your new paraplanner. So take, for example, the “annual review”: you can create your own, or use ours….

  1. Date of Review
  2. Contact Client to Arrange [1 month or 3 moths in advance - diarise]
  3. Date Review Prepared
  4. Received Review results back from Adviser
  5. Review Letter Written
  6. Next Review DateTask Complete

Create

Create your own workflow

Clone

Take advantage of a proven workflow

Modify

Adjust a workflow to suit you

We create
commons workflow
to meet your needs

You will have a clear guide on where you come from and where you are going

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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