BID Compliance Pack
Best Interests Duty compliance without the headache
About this app
Stay compliant with ASIC's Best Interests Duty requirements without the paperwork headache. Auto-generate BID-compliant advice documents at key milestones (pre-approval, approval, settlement, review). Track which deals have completed BID documentation and which need attention. Includes templates for Preliminary Assessment, Credit Proposal, and Responsible Lending Obligation documents.
How it works
- 1
Create a deal and the system generates BID document templates
- 2
Fill in client-specific details — key fields auto-populate from deal data
- 3
Documents are generated at each milestone (pre-approval, approval, settlement)
- 4
Dashboard shows which deals are fully documented and which need attention
Who it's for
- Mortgage brokers needing BID-compliant advice documents for every deal
- Brokerages preparing for ASIC audits
- Compliance managers tracking documentation across multiple brokers
- Any credit licensee wanting to automate their BID obligations
Features included
- Auto-generate BID documents
- Preliminary Assessment template
- Credit Proposal template
- Responsible Lending docs
- Compliance dashboard
- ASIC audit trail
- Missing document alerts
14-day free trial included
What businesses say
“We went from a spreadsheet to a proper compliance system overnight. ASIC audit last month was a breeze.”
Michael T.
Compliance manager, Sydney
“The auto-generation saves me 30 minutes per deal. Templates are thorough and professional.”
Linda W.
Mortgage broker, Melbourne
Related apps
Apps that work great with BID Compliance Pack.
Ready to add BID Compliance Pack?
Start your 14-day free trial. No credit card required.