BrokerEngine Ideas

We use the Fact find when either meeting with clients and or sending link to clients via Finance vault. Its fairly good , it would be great if it had these 2 features; 1) when adding an asset, it should ask if there is a debt and if so, open a section to include the details of the debt. Just makes to much sense to link the debt with the assets rather than going back and forth 2) when debts are disclosed and details entered, it should automatically include this in the document request section. For example, if the client says they have a NAB credit card, it should automatically include credit card statement for NAB in the document request. The above 2 things are fairly standard now with most mortgage broker software