BrokerEngine Ideas

Passing this on behalf of Glenn Wilson (Mentor1Lending) When copying a card, why isn't there the option of being able to copy over the products from the original card. I mean, it they're all...

Hi Workflows used to be visible at the top of the page which is very useful with Lender Rebate's etc. Can we suggest this to be added back in future upgrades pls?

Hi Team, Reaching out to advise that we have for some time been having issues with reports (specifically settlement advice) where the clients address is showing Street or Road or drive twice. ill try...

Display the RP Data estimated value from RP Data in the Deal Screen and Contacts Deals screen so I can quickly see the value and equity position of my clients portfolios.

When will there be a mobile app for contacts?

Please amend the ready to settle wording instead of Please ensure that this amount (as a minimum) is in this account 3 business days prior to settlement. We recommend adding an extra $1000-$2000...

There is no where in the broker profile to record our Credit Rep number so we include in email or proposal signatures

In the classic BE there was a way to see the click workflows at the top of the card (under the deal name). Would love to see that back again!

I hope all of the details will be visible on the screen without the unnecessary spaces that were taking up the screen.

Tax deductibility line - please allow this to be a tick box to hide or unhide