Compliance

Built-in. BID-safe. All inclusive.


 

We promise to keep our brokers safe with built-in, BID-safe Compliance.

 

We use our tech platforms to do most of the heavy lifting. With built-in compliance tech in MyCRM, all you’ll have to know is what to look for and how to implement them into your process.

FAST is committed to keeping your business protected so you can operate at your best with peace of mind. At FAST, our compliance and risk approach keeps its focus on the customers’ experience and outcome, all while keeping you safe.

We’ve adopted a compliance by design mentality which builds a reliable, effective compliance function into our technology stack and brokers’ process so it’s always fit-for-purpose and never an afterthought.

 

Goal Setter

A revolutionary digital meeting tool, the Goal Setter helps you capture and document your client’s short and long term goals to be BID-safe. It is integrated within MyCRM which means no double handling of information and data. 

Dynamic Credit Guide

With a click of a button, FAST’s Dynamic Credit Guide will be sent to your clients, automatically pulling your lender splits and accreditations (a regulatory requirement). 

One-touch Privacy

Our brokers voted for it, so we delivered! One-touch Privacy Policy takes the pain out of manually sending the document to your client.

Game Plan

The Game Plan replaces all complicated compliance documents! It ties clients’ goals, preferences, broker recommendation (and why), the options a broker considered, and their research, together into one professional document that can be sent to the client.

Credit Representative Support Services


As a Credit Representative of our licensee, our support services will give you the freedom to focus on your business priorities, and your clients. We provide you with training, templates, documentation and internal dispute resolution procedures, in addition to hands-on support, systems and tools to assist you in complying with NCCP Act obligations.

Our focus is on making compliance easier for you and providing best practice client support tools. Your brand and the other elements which make your business unique will remain fully under your control. If you become a Credit Representative of our licensee, you will also have access to a Credit Advice Consultant who can provide you with advice whenever you need it along the way.

Each year, our Credit Advice Consultants spend over 2,000 hours helping brokers understand and manage their compliance. Consultants are a dedicated resource, offering in-depth training, templates and monthly updates to help you. Additionally, our Credit Advice Consultants offer monthly compliance webinars, typically attracting more than 400 broker attendees.

Australian Credit License Support Services


If you choose to engage in credit activity under your own Australian Credit License only, you will be able to access many of the same resources and expertise as our Credit Representatives of our licensee, including training manuals, documents, standards, forms and templates.

You can adapt or copy any of these materials for your own business, saving you time and money on consultation fees and development costs. We recommend you seek legal advice as to the suitability of these documents for your business.

It's your business - whatever model you operate under, we have the support you need to stay ahead.