BrokerEngine Ideas

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...

Improve serviceability calcs

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

When pushing the credit proposal to clients, being able to edit the description that goes along with this. This is so we can add our own brokerage specific text here surrounding the credit proposal.

Hi, we recently had two staff members actioning a Broker Engine entry at the same time that ended up with one of them not knowing until the next day that their notes and tasks had been overridden/lost. The...

To be able to edit the fees title in the funding position - like adding PEXA fee. Thanks

If possible, can we include Commercial into the drop down list for the Property Type on the Security tab please.

We have been exploring the funding diagram in Broker engine and thinking about using this to replace a somilar diagram we prepare manually for our client. Can we please put in some improvement...