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...
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...
Adding a tag to a contact for marketing purposes. Adding a tag can only be completed by opening the contact. Is it possible to add this field to the Personal details section so it can be added...
Requesting the option to 'Delete Card' to be a User Permission under User Management, rather than a function open to all Users.
Similarly how exporting to CSV can be restricted for data retention.
To...
We have the copy button next to details such as lender reference, client email, phone number etc, can you please also add the button next to Broker Code ?
Half the time the broker code is cut off, so...
i was thinking that based on my expericen with a few brokers now that over 50% of their deals are no referrer/ self sourced so it would make more sense to have in the commission section of BE plus...
Would it be possible to replace the red and green dots on the fact-find with ticks and crosses instead? As someone who’s colour blind, I find it difficult to distinguish whether a section is correct...