Suggest an idea
Suggest an idea
What would make BrokerEngine more useful to you?
4
Dashboard Enhancement
Improvement
Under Review
August 11, 2025
Dashboard for deals should show progress bar for each client underneath the name of the client to show
100% DOCS, 100% FACT FIND, 100% Signatures/credit proposal.
This will make it easy for us to see if all task are done without needing to jump into each individual applicant.
Thank you for your feedback.