BrokerEngine Ideas

Hi Team, It would be good if you can change the acceptable length of characters in a subject line of an email you are trying to save into notes in Broker Engine. We get quite a few emails from...

Hi there- sometimes we have a Pre-approval with a certain amount. When we go fort full approval or sometimes after workshopping with the assessor, this amount may be increased or decreased. We don't...

wanted to suggest a feature that would significantly enhance workflow efficiency for mortgage brokers like us who manage a high volume of client meetings. At present, we use Fireflies.ai to schedule...

With Tasks have a date and top and pop up reminders.

All docs in FV to synch with AFG Flex, Applications, Attachments tab either automatically or a certain point post settlement.

It would be very useful if Broker Engine’s reporting module included additional date filter options to allow for easier period-on-period comparisons. Specifically: 1. Compare to Same Period Last...

Automate notes - e.g. when a deal card is created and automatic templated note is added

A way to update the Notes section via Zapier or API so we can keep client notes all in one place. It would be good to be able to automatically push call transcriptions for example directly onto notes...

Hi Team, Hope you are well. Could we please add a future rate loading. E.g someone owns >4 properties = Liberty professional investor loading applies. This primarily applies to IO where there...