BrokerEngine Ideas

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...

Is there is a way possible to be able to incorporate the Marital Status & Partner fields and link new leads together when setting them up, rather than having to go in after they are created and...

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...

I am currently doing a pre approval for a client based on them selling their current home and using the proceeds of the sale towards the new purchase. I don't want to delete the details of the...

Is it possible to add a search field in the contacts list by mobile number or contains like the other search fields.

can we please have a delete button in the overview section of the tasks so just like you've got a mark as Complete button, can we please have a delete button there so that you don't actually have to...

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...

please include the guarantor details in the generated fact find form

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...