Capture client goals, lender comparisons, and recommendation reasoning — structured for compliance from day one.
BID Score flags gaps, clause detection catches missing disclosures, and alerts fire before problems arise.
One-click audit trail exports, compliance certificates, and defensible advice packs ready for ASIC review.
Every feature is built around one goal: keeping your files audit-ready and your practice protected.
Every generation, edit, and export logged with timestamps and user attribution. One-click CSV export for ASIC reviews.
Configurable rules fire when deals go stale, compliance scores drop, or required steps are missed.
Automated detection of required disclosures, risk statements, and exclusion reasoning across every file.
Compliance-first deal management. Document checklists, BID scan status, and readiness certificates in one place.
Powered by smart automation designed for broker compliance workflows. You review, tweak, and approve before export.
Visibility into settlement rates, deal flow bottlenecks, and lender turnaround — framed to reduce risk and improve outcomes.
See where deals stall and which stages leak the most value.
Approval rates, turnaround times, and policy fit across your lender panel.
Anonymised peer comparisons for context — not competition.
This isn't a pass or fail — just a quick compliance pulse check. Your BID Score highlights gaps in your file so you can strengthen it before lodgement. Protect your back if you're ever reviewed.
"BIDShielder cut my compliance documentation time in half. I actually feel confident my files will hold up under review."
"Finally, I can see compliance health across my whole team without chasing individual brokers for updates."
"The audit trail exports are exactly what our aggregator asks for. No more scrambling before reviews."