Suggest an idea
Suggest an idea
What would make BrokerEngine more useful to you?
5
Auto-save for client-facing fact find
Improvement
Under Review
October 01, 2025
To avoid potential inconvenience to future clients (if they miss the "save and close" button), are we able to give them one less "task" and have the system auto-save, like it does on the broker side of the fact find?
Thank you for your feedback.