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...
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...
it should show for us and our reference, but not pull into CP for client.
1. it looks messy
2. when the income is picking up different or lender policy treats different to standard it shows as...
Hi guys,
Might not be the only broker in this space but have little color blindness between the orange and greens can make a little difficult to determine what is completed and what isn't.
Having...
Hi Team,
I'd like to suggest a new feature that I believe would significantly enhance our ability to perform quicker assessments within BrokerEngine.
Feature Request: "Quick Assessment Summary"...
Currently the only place the deal ID is displayed is in the DealDash tab. This is no help when you need to have the deal ID when trying to sort an issue with help from the support team in chat. Also...
Quite often we have deals that involve a purchase & refinance at the same time where the securities are crossed (bridging deals for example).
These would normally be created as purchase deals but...