Suggest an idea
Suggest an idea
What would make BrokerEngine more useful to you?
4
Only have one location to record the Broker
Improvement
Under Review
July 28, 2025
At the moment you can have a different broker listed on the deal and the client this causes issue with email templates (and probably other things) if one broker creates the client and another broker creates a deal for them in the future.
Thank you for your feedback.