BrokerEngine Ideas

When we input a '$0' fig when the items doesn't apply, we have to usually input a comment - eg, people have no kids, so we input $0 for Education and Childcare/Mainteance. Can we either have (or...

Hi Team, I would be great if you could please add a 9 month 'review frequency' . We are finding that 6 months is too soon and 12 months is too long. We are hoping this is a quick improvement and...

Can we have the ability to submit bridging loans via BE correctly.

Ensure fees display & reuse are consistent across Product Selection, Lodgement Funding and the Credit Proposal

Following the latest AFG compliance update, which requires Credit Proposals to be downloaded from BE and manually uploaded to Flex, it would be more efficient if this document were automatically sent...

Can we have the most voted on ideas automatically move to the top, are we able to also remove duplicate ideas so it's easier to scan through and vote

- A report for deals conditionally approved would be helpful, rather than just having one only for formally approved deals. - Showing totals for each date/month along the x axis rather than just...

It would be good if third party contacts are not assigned to a specific broker. This causes duplicate contacts for the same real estate agent, conveyancer etc etc when we have multiple deals with...

Workflows are likely no longer relevant once a client card is archived. Can the workflow be automatically cancelled once archived?

Ability for Fact Finds to be updated simultaneously across multiple active Leads, rather than having to wait for 1 Lead to be completed before we can Duplicate for the Fact Find to replicate into...