BrokerEngine Ideas

This would be a big task however would save so much wasted time. Unless you cross collateralise the securities, you need multiple cards for the same person when doing simultaneous applications. This means multiple credit proposals separately & having to adjust the liabilities section of fact find in each card to make servicing correct, therefor technically making the fact find for each card wrong. I suggest you make it so there is one fact find but then the option for multiple deals/loan applications below in the same cad. also saves having to upload proof of credit guide to other cards ect.