BrokerEngine Ideas

Coming from LMG where the clients are connected as a family unit and addresses, assets and liabilities can be kept up to date at any point in time. Makes it really easy to see and quickly amend clients situation when they come back for a future deal. At the moment it is a pain trying to update things after an ooc purchase settles for example. Tasks should also be able to be connected to multiple clients so I don't have to constantly find the partner that has the task for reviews etc in it. Would be helpful to have tasks that are deal/lead specific to also show under the client connected to the deal so we can clearly see what tasks are coming up for the clients in the future.