BID Compliance Pack
Best Interests Duty compliance without the headache
Key takeaways
4- Best Interests Duty documentation auto-generated per deal
- From spreadsheet chaos to an audit-ready compliance system
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- BID documents drafted from the deal data you already entered
- ASIC-audit ready out of the box
About this app
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.
How it works
- 1
Create a deal and the system generates BID document templates
- 2
Fill in client-specific details, key fields auto-populate from deal data
- 3
Documents are generated at each milestone (pre-approval, approval, settlement)
- 4
Dashboard shows which deals are fully documented and which need attention
Who it's for
- Mortgage brokers needing BID-compliant advice documents for every deal
- Brokerages preparing for ASIC audits
- Compliance managers tracking documentation across multiple brokers
- Any credit licensee wanting to automate their BID obligations
Features included
- Auto-generate BID documents
- Preliminary Assessment template
- Credit Proposal template
- Responsible Lending docs
- Compliance dashboard
- ASIC audit trail
- Missing document alerts
14-day free trial included
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Related apps
Often installed alongside BID Compliance Pack.
About OneBookPlus apps
How BID Compliance Pack fits into the rest of OneBookPlus
Most OneBookPlus apps are not external integrations wired up between separate products. They are native modules installed inside the same platform you already use for invoicing, bookings, CRM, and accounting. That means BID Compliance Pack reads from and writes to the same customer records, financial entries, and calendar events as every other module, with no scheduled sync delays and no risk of data drift between systems.
Because the marketplace runs inside OneBookPlus, billing is consolidated. BID Compliance Pack appears as a single line on the same OneBookPlus invoice as your plan, so you don't end up reconciling separate vendor charges across three or four different SaaS subscriptions. Cancellation is one click and never reaches into your data. Uninstalling an app removes the feature from the UI but preserves the underlying customer, invoice, and booking records, so reinstalling later picks up exactly where you left off.
Every app in the marketplace is built specifically for the Australian small and medium business context: GST and ABN handling are first-class concerns, dates render as DD/MM/YYYY, currency defaults to AUD, and the underlying compliance plumbing (BAS summaries, ATO-friendly records, AHPRA / NDIS / Fair Work checkpoints where relevant) is shared across modules.
For a side-by-side of which features ship as core modules versus which require an installed app, see the features page. For pricing across plans and which apps are bundled at each tier, see the pricing page.
Frequently asked questions
Common questions about BID Compliance Pack and the OneBookPlus app marketplace.
How do I install BID Compliance Pack?
Open your OneBookPlus dashboard, go to App Marketplace, and click Install on BID Compliance Pack. It appears in your dashboard straight away, with no separate account to create and nothing to pay twice for.
What does BID Compliance Pack cost?
BID Compliance Pack is $19/mo with a 14-day free trial. Cancel anytime, no lock-in contracts.
Will BID Compliance Pack work with the rest of my OneBookPlus setup?
Every app in the marketplace is built into the same platform, so BID Compliance Pack reads and writes the same contacts, invoices, bookings, and accounting data as the rest of OneBookPlus. No separate logins, no manual sync, no double-entry.
Every app in the marketplace
These answers are the same whichever app you install.
- Can I cancel anytime?
- Yes. There are no lock-in contracts on any OneBookPlus app. Uninstall from your dashboard at any time and billing stops at the end of the current period.
- Is my data secure?
- Yes. Encrypted in transit (TLS) and at rest (AES-256), with each business's data isolated at the database layer, hosted in Australia in line with the Privacy Act 1988. We never sell or share your business data with third parties, and the full practices are documented on the OneBookPlus security page at onebookplus.com.au/security.
- Is OneBookPlus built for Australian businesses?
- Yes. OneBookPlus is Australian-owned, built in Melbourne, with GST, ABN validation and ATO-ready BAS reporting as the foundation, not an afterthought.
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Encrypted & Isolated
TLS in transit, AES-256 at rest, tenant isolation at the database layer, read the security page
Free Plan Available
No credit card needed
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. This app sits inside the OneBookPlus marketplace, designed and maintained for Australian small to medium businesses. BID Compliance Pack is part of a single platform that connects invoicing, bookings, CRM, accounting, and marketing, so installing apps adds capability without adding logins.
Read the founder bioReady to add BID Compliance Pack?
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Reviewed by Bishal Shrestha
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