BrokerEngine Ideas

Quite often we have deals that involve a purchase & refinance at the same time where the securities are crossed (bridging deals for example). These would normally be created as purchase deals but of course, this also requires workflow steps for a refinance to generate like preparing discharges. So currently you would need to generate one set of workflows manually but requires that to be remembered. Additional the communication with the client is different to usual as you would reference both the purchase & refinance. It would be more efficient if both sets of workflows could generate automatically. We use deal tags to achieve this but setting the triggers correctly so that the right workflows generate can get messy. Another Deal Type would solve this issue.