BrokerEngine Ideas

Please find a way to integrate this i am with AFG and there isn't any way of doing it other than send a separate link which isn't ideal.

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...

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...

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

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...

please add a dark mode

The recent change to the Broker Engine support bubble that appears in the bottom right hand corner covers important information - particularly in the Funding Position screen. Can this be a moveable...

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...