BrokerEngine Ideas

Add an optional daily email notification that alerts a user when any lead assigned to them or their team has a Finance Due Date within the next 7 business days and the finance status is not yet...

Please add the following items to the list of details that automatically push through to FLEX when updated in BE: Lead Source/Source Preferred Name Linked Spouse Currently, these details have to be...

Send client leads or fact finds from their systems into BrokerEngine via an API

Enhance search and compare in lender products and link the New Lodgement Funding and Product Selection

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...

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