BrokerEngine Ideas

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Client Addresses
Improvement
Under Review September 16, 2025
I like to update my clients address after a ooc purchase has settled to keep my records up to date for any future loans. There should be a way to simply change the current address to a previous address and then input the new purchase property as the current address in the deal applicant section in BE. I had a client that had 3 previous addresses and when I added the purchase address as their current, I have to take a screneshot before hand and then manually input the most recent address (that was their address before moving into the purch) as a previous address. I just did this in Morris Pur Beyond Bank 07/2025, but when I added the dates of the most recent address it changed all their previous addresses to those dates. I then had to find the right dates and adjust them all manually again for both clients. This is such a waste of unnecessary time.
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