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...
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.
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 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...
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...