BrokerEngine Ideas

Having separate 'old' and 'new' funding positions has created confusion and extra steps for users. A unified, simplified funding structure is need to streamline workflows' and reduce errors.

Lodge applications with company/trust/SMSF applicants from BrokerEngine into ApplyOnline

Enhance the existing basic BrokerEngine integration to send more comprehensive data into and out of Quickli to remove double keying

Flex has a "Taking Residence" button, and if ticked the address automatically updates the clients details to the new address when settlement occurs.

Order Credit Reports in BrokerEngine so you don't need to go back to Flex

Integrate Frollo Open Banking for Brokers into BrokerEngine to gather income & expenses

There should be a tab for the ID details so when we submit to AOL, it is already integrated there.

Order Property Reports in BrokerEngine so you don't need to go back to leave the platform

Enhance the existing send email in BrokerEngine to receive email replies as well

Weekly, Fortnightly, or Monthly.