Built for the way brokers actually work. Compliance first, performance built in.
Audit-ready compliance workflows, automated checks, and evidence-grade logs — with performance intelligence built in.
Structured BID documentation drafted from your inputs. Comparison summaries, recommendations, alternatives, risks, and disclosures — all grounded in data you provide. Nothing fabricated.
A compliance pulse check for every file. Highlights gaps like missing exclusion reasons, undocumented goals, or high LVR without risk commentary. Fix issues before lodgement, not after a review.
Automated disclosure checks that scan your documentation for required risk statements, exclusion reasoning, and regulatory clauses. Catch what manual review misses.
Evidence-grade logging of every generation, edit, and export with timestamps and user attribution. One-click CSV export when your aggregator or ASIC comes knocking.
Set your preferred tone — formal, plain English, or concise. Add standard disclosure boilerplate and default risk wording so every advice pack starts exactly the way you want.
Clean, branded output ready for your client file. Includes your organisation name, version number, date, and BID Score. One click, straight into your file.
Powered by smart automation designed for broker compliance workflows. You review, tweak, and approve before export.
Performance intelligence lives inside your compliance workflows — not in a separate tool.
See where deals stall, which stages leak the most value, and how your funnel converts from enquiry to settlement.
Approval rates, turnaround times, and policy fit across your lender panel — all derived from your own deal data.
Broker-level analytics and leaderboards that help principals identify coaching opportunities and celebrate wins.
Anonymised peer comparisons for context — not competition. Know where you stand relative to similar brokerages.
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.
Every file gets scored automatically. You can also re-score after edits to see your progress in real time.
85–100: Strong — file is well-documented
60–84: Fair — some gaps to address
1–59: Weak — needs significant work
We believe in being upfront about what this tool does and what it doesn't.
It does not provide legal advice
It generates structured draft content based on your inputs
It does not guarantee compliance
It highlights gaps so you can address them before lodgement
It does not fabricate lender information
It only uses the lender details you provide
It does not replace your judgement
It gives you a strong starting point you review and own