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...
- 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...
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...
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...
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...
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...