Best Interests Duty compliance without the headache
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.
Create a deal and the system generates BID document templates
Fill in client-specific details — key fields auto-populate from deal data
Documents are generated at each milestone (pre-approval, approval, settlement)
Dashboard shows which deals are fully documented and which need attention
Apps that work great with BID Compliance Pack.
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14-day free trial included
“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
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