BrokerEngine Ideas

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Quick Assessment Summary Page
Feature request
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
Thank you for your feedback.
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