BrokerEngine Ideas

When clients are uploading documentation due to the number of leads in some columns it would be very handy if we were able to order the column by most recent "alert bell" as opposed to date just so...

I'd like to see BE become a client based CRM where information is held on the client - ID, addresses/contact details /employment etc...rather than set up by a 'new lead/deal' when the client comes...

Currently we only have a limited amount of deal tags, however this limits our ability to create conditional workflows for more scenarios

I like to update my clients address after a ooc purchase has settled to keep my records up to date for any future loans. There should be a way to simply change the current address to a previous...

Is there any chance to make the property bubble bigger to show the full property name, property Value and LVR? as I tried making it, and we could not do it on our end. Also, we can add the offset,...

When someone reviews docs in portal the ALERT bells are removed. THIS IS BAD NEWS. Need to be able to MANUALLY turn off when docs are removed, OR be able to turn the bell back on. When a broker,...

It would be ideal to have merge fields available for the fact find, so that we can incorporate this information in Smart Docs and email templates.

Hi Team, Appreciate if you can include discharge authority forms for all banks in Broker Engine. Which will help us to access easily whenever required.

Having the ability to link checklists & workflows to Review cards when they generate, in the same fashion that they do for Deals.

Under living expenses tab, when we update home insurance amount it automatically calculates it for yearly, where as all other items are calculated monthly, even under insurance tab only home...