A specific problem is occurring with the spouse/partner field:
When Broker Engine links to an existing FLEX contact, the spouse/partner information in FLEX is being cleared before we have an...
Why does it seem that BE doesn't react to FI Messages? Why are these messages not integrated into the work flow, to allow auto-shifting of cards for particular process stacks?
The messages are...
We use the Fact find when either meeting with clients and or sending link to clients via Finance vault. Its fairly good , it would be great if it had these 2 features;
1) when adding an asset, it...
for email templates there is no ability to merge the BDM email address in for a template, ideally we would like merge field plus other lender emails such as submission email addresses, settlement...
Is there a way that the Global Search function can be changed to extract the information based on the applicants on the card based on the actual contacts, rather than the information held in the...
Unless you cross-collateralise securities, you need to have multiple loan applications.
I understand you can just duplicate the card, but if the client has loans that are currently crossed and you...
Not sure if this has been raised however when we input the 'Contact for Valuation' only has drop down for clients - would be good to have s spot for the REAL ESTATE AGENT
Dave
As the broker's database matures, it is a regular occurrence that contacts change address. Currently, to update a contact address details involves deleting all address data and re-entering it,...
Update Smart Docs so that it automatically pulls data from the new Funding Position fields in the Lead Board. This removes the need to maintain or reference the old funding position structure.