At the moment there is a lot of manual movement between card stages.
Adding conditional logic to tasks would resolve this and take building out workflows to the next level.
For example when...
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...
1. If a client replies to an email sent from notifications@brokerengine, please forward a copy of that reply to us.
2. I suggest creating a dedicated, non-reply email address specifically for...
- 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 to know what date the document was uploaded to Finance Vault.
Most of our clients tend to send information in dribs and drabs and without opening every document to see what it is...
I often encounter BE being so slow when entering data. There are also so many unnecessary spaces, which makes it difficult to see everything without scrolling. Also, mortgage loans should be entered...
Currently for contact for access under "assets" for new purchase it only allows the applicants to be the contacts for access.
As its a new purchase we require the vendors contact or the solicitors...
Required when client has moved into the new home - the latter becoming the current home.
It'd be very useful to chagnge current address in duplicated FF when same client is buying a new security and...
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...