Quick Assessment Summary Page
Under Review
November 05, 2025
Hi Team,
I'd like to suggest a new feature that I believe would significantly enhance our ability to perform quicker assessments within BrokerEngine.
Feature Request: "Quick Assessment Summary" Page
The idea is to have a single, dedicated summary page that consolidates all key high-level data points for a client's application. This would provide an "at-a-glance" view to quickly determine a deal's viability or identify key areas to focus on.
Data Points to Include:
We would find it most valuable if this summary page could clearly display the following:
Client 1 Income
Client 2 Income
Other/Additional Income
Property Values
Total Disclosed Living Expenses
Client 1 Age
Client 2 Age
Number of Dependants
Liabilities Summary:
Debt/s, Limits, Repayments, Term