BrokerEngine Ideas

Powering Broker Growth

Most voted
  • Trending
  • Most voted
  • Least voted
  • Newest
  • Oldest
Sort by
Most voted
  • Trending
  • Most voted
  • Least voted
  • Newest
  • Oldest
Suggest an idea
Suggest an idea What would make BrokerEngine more useful to you?
upload_file Upload image
6
Add Employer Title Field on Applicants Tab in Employment History
Feature request
Under Review
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...
Add a comment
6
Have multiple applications all in 1 card
Improvement
Under Review
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...
Add a comment
6
default broker brand
Improvement
Under Review
it would be great if we could have a default/standard broker brand rather than every so often needing to choose on in the new FF. I am sure most brokers only use 1 so make one default and if there...
Add a comment
6
Please bring back "Referrer' tab when creating new lead!!!
Improvement
Under Review
Having to manually go back in and add referrer after lead is created is incredibly frustrating
Add a comment
6
Add Fields for Pre-Tax and Post-Tax Deductions
Feature request
Under Review
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.
Add a comment
6
loans
Improvement
Under Review
why am I inputting loan splits into 3 different tabs without any of them pulling through? Like, I input 6 different splits in funding position... then I do it in products tab... then I do it in...
Add a comment
6
Living Expenses Frequency - Quarterly
Improvement
Completed
In living expenses, there are options for weekly, fortnightly, monthly & annually. Having a quarterly option, would be more appropriate for expenses such as utilities, rates etc.
Add a comment
5
Improved validation on fields
Feature request
In Progress
Reduce errors during Credit Proposal and Lodgment stages due to unclear or missing validation guidance
Add a comment
5
Additional information to be included in the fact find
Feature request
Under Review
Sending on behalf of Glenn Wilson (Mentor1 Lending) 1. Should include a field for ABN - That's really important once you get across to AOL as it's an easier way to search for the correct employer...
Add a comment
5
CC or BCC in document request through finance vault
Improvement
Under Review
Hi Team, is there a way that we can add an option to CC or BCC ourselves or our business when sending document requests through finance vault, It is a good way to stay on top of all communications...
Add a comment
lightbulbSuggest an idea
Changelog Ideas