BrokerEngine Ideas

Add the ability to create joint or conditional merge fields that dynamically pull content based on another field’s value — for example, the lender selected in the deal. Use case: When a lender is selected (e.g. ANZ, CBA, AFG Retro), the system should be able to automatically insert that lender’s specific “process notes” into email templates via a merge field such as {{Lender.SettlementInstructions}} or {{Lender.LodgementInstructions}} or {{Lender.ProgressPaymentInstructions}} This would allow a single email template to adapt automatically to the lender selected in the deal, eliminating the need for separate templates per lender or manually editing instructions. Benefits: Automates lender-specific communications Keeps templates streamlined and scalable Prevents misuse or repurposing of unrelated fields Reduces human error and improves workflow efficiency Example: If {{Lender}} = “ANZ”, then {{Lender.ApprovalInstructions}} automatically inserts ANZ-specific post-approval details