BrokerEngine Ideas

For credit cards the system forces us to put in $1 for balance this can be $0 so it forces us to incorrectly declare an expense.

Submitting on behalf of Glenn Wilson (Mentor1Lending) The number '0' keeps dropping off from the mobile phone numbers which then creates an error in AOL. The area code should be split in BrokerEngine and be...

Currently 100% of ownership must be captured against assets in the fact find, however we can only select applicants. This then incorrectly reflects the applicant's ownership percentage as 100% in the...

The client shouldn't be able to click the "I'm done" button, until they finish all the task that needed to be done. This has cause a lot of confusion with the client especially for Privacy and...

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

Hi team - it would be super handy to be able to filter new documents in the finance vault by date. For example, initial finance vault request for qualification of a deal - then 3 months later when...

Enable users to customise which fields are visible in the Fact Find. We’ve received feedback from clients that the current Fact Find is overwhelming due to the large number of fields they’re asked...

Weekly, Fortnightly, or Monthly.

Allow the Chat button to move on the screen or be closed completely as it blocks being able to enter data on the custom text item 3