BrokerEngine Ideas

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...

Having to manually go back in and add referrer after lead is created is incredibly frustrating

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.

Loan docs uploaded in BrokerEngine automatically get submitted to ApplyOnline with the deal

Create better looking docs generated from BrokerEngine

Integrate an ID solution like IDverse into BrokerEngine

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...

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...

It would be great to be able to add a quick note from the board without needing to go into the deal card and also see the last note made.

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...