BrokerEngine Ideas

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...

Reduce errors during Credit Proposal and Lodgment stages due to unclear or missing validation guidance

When duplicating a deal, please add an option to choose documents and notes from this deal to another. It will also save time in downloading and saving files in the Finance Vault.

Currently they can only be added once product selection is complete, however if a deal is handed over to an LP, they may not remember that a paid referrer needs to be entered and it may be missed.

At the moment you can have a different broker listed on the deal and the client this causes issue with email templates (and probably other things) if one broker creates the client and another broker...

To be able to edit the fees title in the funding position - like adding PEXA fee. Thanks

the ability to add an end date for current address and it would move to history and you could then just add the new address. For existing customer that have moved since last deal

If possible, can we include Commercial into the drop down list for the Property Type on the Security tab please.

It would be amazing if there was the ability to assign a checklist to a certain board that is not your default checklist. For example my default checklist is not suitable for one of our boards and I...