In the Assets section of the Fact Find, when the "use as security" tickbox is completed, the data for that asset should be automatically populated into the Security tab of the Strategy section. this...
This feature is similar to the one in Mercury (Connective), which automatically saves documents from emails that are copied to the deal. It will significantly reduce the time spent downloading and...
Hi Team, I'd like to be able to allocate a team roll to a task from the Construction and Review boards, like we can on the the leads and deals boards.
at the moment it only allows to allocate to...
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...