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...
Currently a deal name is cut off within a deal screen if it exceeds a certain length, presumably so it doesn't overlap the broker's name and profile that appear to the right of it. Is there a way...
In the Applicants Tab under the Employment History, Employer Details - there is no field to store the title of the Employer but when you get to Flex, it will want the title. It would be easier for...
This would be a big task however would save so much wasted time.
Unless you cross collateralise the securities, you need multiple cards for the same person when doing simultaneous applications.
This...
Two new input fields need to be created within the broker engine living expense or income section to capture deduction details separately based on their tax treatment.
BE chat Bubble has changed its UI from previous one and noted one major change that users can no longer paste a snippet/a screenshot directly into the chat but rather have to save the file and...