BrokerEngine Ideas

Hi there- it would be good to have an LMI section in Deal Dash as the Deal Dash loan amount odes not include LMI( so is Base only). i feel a smaller sep section should appear if there is any LMI so...

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...

Add the Title field & Gender field onto the Contact Board to enable to extract of data to contain these fields. This will enable data to be identified easily where fields have not been populated...

Please include: Divorced, Separated, Widowed, and Other

In the Funding Position tab, the section asking for existing loans to refinance should automatically pull data from the Liabilities screen where the user has already ticked “Consolidate this...

Hi, With email templates, you can create a template that includes "applicant 1", "applicant2" etc. However if there is no applicant 2, then a "– " is inserted as a place holder. This is also true...