BrokerEngine Ideas

Moving the Secondary Employment button as many clients complete this section for their previous employment

Having separate 'old' and 'new' funding positions has created confusion and extra steps for users. A unified, simplified funding structure is need to streamline workflows' and reduce errors.

Lodge applications with company/trust/SMSF applicants from BrokerEngine into ApplyOnline

Order Credit Reports in BrokerEngine so you don't need to go back to Flex

Enhance the existing basic BrokerEngine integration to send more comprehensive data into and out of Quickli to remove double keying

Client to up load their supporting first, before completing fact find, example = drivers license, pay slips, bank statements, AI then extract this information, including, name/s, address, employer...

Flex has a "Taking Residence" button, and if ticked the address automatically updates the clients details to the new address when settlement occurs.

Integrate Frollo Open Banking for Brokers into BrokerEngine to gather income & expenses

There should be a tab for the ID details so when we submit to AOL, it is already integrated there.

Currently BrokerEngine has serviceability calculations on the selected product in the Credit Proposal but not earlier for all products at product selection