BrokerEngine Ideas

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...

The current home address has a button for co-applicants to copy the primary applicant's address & start date. However, there isn't a button for the previous address history to copy over from the...

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 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

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

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...

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...

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...