Currently we dont have any option to export lender details to excel and to check/update the missing information like Interested Party, Discharge Links and so on.
Would like to see an option using...
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.
I am a new user of broker engine. In the the product tab, It doesn't give you much information as such flex.
Recently, I have a customer who wants to make weekly repayment but when i choose ANZ...
I now have access to over 25 dashboards in my Broker Engine.
Used to be able to scroll up & down that list to locate the relative board I want to open but that function was removed some time...
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...
• Related parties- can we please have the ability to have all info displayed. It isn’t that much info. I don’t know why people would want the contact details (especially) minimised as you just have...
With the new version, Instead of having completed tasks showing in the main screen of the Deal card, why not reverty it back to how the Classic version was.
Display the upcoming activities in the...