BrokerEngine Ideas

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

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...