BID file checklist
Pre-submission checklist covering objectives, needs, inquiries, comparisons, recommendations and notes.
For Australian mortgage brokers, ACLs and aggregators
Evidence Best Interests Duty with less admin and stronger file notes.
BID Compliance gives brokers practical checklists, templates, AI-assisted file review prompts, conversation-to-note tools and CRM webhook sync.
Built around ASIC RG 273 themes: records, reasons, consumer objectives, product comparison and conflict priority.
File readiness92%
- BID file checklist completed
- Client objectives mapped
- Reasonable inquiries recorded
- Client conversation converted into file notes
- CRM sync ready
- Conflict priority note added
BID checklistNeeds analysisAI file reviewConversation notesCRM webhook sync
Compliance toolkit
Everything a broker needs to build a better BID file.
Use the templates standalone, or connect them into a monthly compliance workflow.
Client needs analysis template
Capture goals, loan purpose, budget comfort, rate preferences, repayments and non-price priorities.
Reasonable inquiries checklist
Prompts for circumstances, objectives, product needs and information relied on.
Product comparison notes
Show why products were shortlisted and why alternatives were not selected.
Conflict priority rule guide
Help brokers document how consumer interests were prioritised.
AI file-review upload demo
Upload a file pack and receive a structured BID gap summary.
Record conversations into notes
Record client discovery calls and turn transcripts into structured BID file notes.
CRM webhook sync
Push completed BID notes, checklist results and tasks into a CRM or automation platform.
Aggregator white-label version
A branded compliance hub for broker groups, ACL holders and aggregators.
AI-assisted review
Upload a file. Get a structured BID gap summary.
Brokers and compliance managers can upload a PDF or document pack and receive a checklist-style review highlighting missing notes, weak recommendation reasoning, unclear objectives and follow-up questions.
- Flags missing or thin client objective notes
- Checks whether comparison reasons are clear
- Suggests file-note prompts for broker review
- Creates a readiness summary for internal QA
AI File Review Upload Demo
Drag and drop BID file, NCCP notes, product comparison or client needs analysis.
Demo runs in-browserConversation Recording to Structured BID File Notes
Record a client conversation, capture a browser transcript where supported, then automate structured BID notes.
Recorder ready
Before recording, obtain clear client consent and follow your ACL, aggregator and privacy policy requirements.
Conversation intelligence
Turn client conversations into file-ready notes.
The workflow helps brokers convert discovery calls and client meetings into structured file notes mapped to Best Interests Duty evidence.
- Client objectives and priorities
- Needs, preferences and non-price considerations
- Reasonable inquiries still required
- Product comparison and recommendation prompts
- Conflict priority file-note wording
Complete platform modules
All core features included.
BID file checklistClient needs analysis templateReasonable inquiries checklistProduct comparison notesConflict priority rule guideAI file-review upload demoMonthly compliance subscriptionAggregator white-label versionLead capture/contact formSEO title, description, keywords and Open Graph metadataConversation recording to structured BID file notesWebhook CRM integrationStart/stop recording controlsAutomated transcript-to-notes workflow
Option 2: Webhook CRM Integration
Push BID notes into any CRM using a webhook.
When a broker completes a checklist, generates file notes or finishes an AI review, the platform can send a structured payload to a CRM, Zapier, Make, Power Automate or an aggregator intake endpoint.
- Send completed BID file notes to CRM
- Create follow-up tasks for missing documents
- Attach AI file-review summary to the client record
- Push checklist status and readiness score
- Connect to Zapier, Make or custom CRM webhook URL
For a live build, the webhook should be sent securely through a backend API rather than directly from the browser.
BID Sync Webhook Demo
Add a webhook URL and generate a sample CRM payload.
Click “Generate CRM payload” to preview the data sent to your CRM.
- CollectClient goals, requirements and circumstances.
- CompareProducts, features, price and non-price factors.
- ExplainWhy the recommendation is in the consumer’s best interests.
- RecordKeep evidence in the file for QA and future audits.
- ConvertTurn conversations into structured notes and tasks.
- SyncPush notes and tasks into your CRM using a webhook.
Broker workflow
Turn BID from a risk into a repeatable process.
Most brokers do the work. The gap is often documentation. BID Compliance helps turn broker judgement into consistent, reviewable file evidence.
Subscription options
Start with templates. Upgrade to team assurance.
Starter
Free
Lead magnet for individual brokers.
- BID file checklist
- Client needs analysis sample
- Conflict priority prompt sheet
Most popular
Broker Pro
$49/month
Templates, prompts and monthly updates.
- Full template library
- Product comparison notes
- Sample file-note wording
- AI review credits
- Conversation-to-file-note tool
- Webhook CRM sync
Licensee
Custom
For ACLs, teams and aggregators.
- Team dashboard
- Bulk file reviews
- Call recording and note conversion
- CRM webhook integration
- White-label template pack
- Usage reporting
Aggregator white-label version
Give your brokers a branded BID compliance hub.
Deploy a branded toolkit for your network with your logo, file standards, escalation pathway, CRM webhook and preferred wording.
Custom brandingBroker onboardingTemplate controlNetwork reportingConversation notesCRM webhook sync
White-label inclusions
- Aggregator-branded portal
- Custom checklist and file-note standards
- Broker education pages
- Monthly update emails
- Internal compliance lead capture
- Conversation recording and file-note workflow
- Webhook CRM integration
Lead generation
Get the free BID checklist or request a demo.
Capture broker leads, aggregator enquiries and paid subscription interest.