BrokerEngine Ideas

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

Automate pinning of templated notes and/or emails

There is a real lack of documentation for Broker Engine and all the things it can or can not do. The only time we find out something doesn't work by design is after its been implemented forcing us...

This is a required on all application and should be removed. This is incorrect for compliance & is asking every client regardless of age if there circumstances will change. We should be able to...

Currently in Contacts in the referrer field only the referrer's first name shows. This makes it impossible to sort contacts by referrer for reporting for marketing / managing relationships with...

Can an order be incorporated on the front Global Search screen for the Deals? When a client calls, this is the main contact page we use and at first glance, if the deals were shown in chronological...

If possible, It would be appreciated to add an additional field under the current Referrer field on the Contact page. We have the situation were more than one person has referred the client but there...

At present there is no mechanism to flag when a client has passed away. In the Martial Status field there is a current status if "Widowed", but there is no mechanism to indicate that a client has...