On the DealDash screen, there's a copy feature for the applicant's mobile number and email address. Would it be possible to also include a copy option for their address and name? Additionally, having...
Currently BrokerEngine has serviceability calculations on the selected product in the Credit Proposal but not earlier for all products at product selection
Why is there a limit? It seems like an odd thing to have. Nearly all of our Needs & Objectives wording goes over this limit so we have no option but to generate the Credit Proposal, transfer to...
Hi, when client uploads additional files into FinanceVault, is it possible to 'tag/mark' new files so we easily identify what has already been provided and downloaded vs reviewing newly provided...
Currently the reports in the Reports section of a deal are all static and cannot be customised. It would be good if we could select SmartDoc templates to use in their place, or have the ability to...
We would like to update our clients address when they move into their new home. Currently we are unable to update the address without it changing the Fact Find.
Add the ability to create joint or conditional merge fields that dynamically pull content based on another field’s value — for example, the lender selected in the deal.
Use case:
When a lender is...
Hi team, we don't use all the parts of the broker wizard and it would be an improvement if we could tailor it to our individual businesses. There is a lot of time wasted on the parts of the wizard we...
Can we please have an option/drop down menu when using the Products tab to be able to select the correct IO period so that BE does not 'default' to 5yrs automatically. Thanks