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What would make BrokerEngine more useful to you?
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Cloning deal data to another deal
Feature request
Under Review
August 05, 2025
I hope there would be a way to clone a data from an existing deal to another existing deal without having to copy the card.
3 comments
Nathan
336 days, 21 hours ago
Like storing the client fact find information on the client and not on the actual deal.
Reply
Lisa
336 days, one hour ago
yes, there should be a way to re-use the same card & all info and only make the necessary changes for the classic FP tab to re-do the CP & AOL where needed. Creating a whole new card & not having everything is a waste of time that we don't always have.
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Rachael
329 days, one hour ago
Agree 100%. BE could really benefit from being more Customer centric than Deal centric across the board.
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