BrokerEngine Ideas

In the Funding Position tab, the section asking for existing loans to refinance should automatically pull data from the Liabilities screen where the user has already ticked “Consolidate this debt.” Suggestion: Instead of manually re-entering loan details, provide a drop-down list of liabilities already marked for consolidation, allowing users to simply select which ones apply. Benefit: Eliminates duplicate data entry, ensures consistency, and improves workflow efficiency.