When we prepare an application, we add all current held debts of the applicants. This includes their existing property and its linked mortgages. But when we go to the lodgment funding, the details or...
Could we please have the lead source field added to the New Contact creation page?
Following the recent BrokerEngine update, we can no longer add a lead source when creating a new contact.
This...
To avoid potential inconvenience to future clients (if they miss the "save and close" button), are we able to give them one less "task" and have the system auto-save, like it does on the broker side...
Hi Guys,
We've noticed the loan repayments being calculated in the Products Tab and Funding Position aren't accurate. I did speak in the chat about this and was advised by Farrah that the repayments...
The current process to update client addresses is totally inadequate. and requires deletion of existing data and re-entry, rather than allowing it to be edited. Eg changing an existing Current...
The recent change to the Broker Engine support bubble that appears in the bottom right hand corner covers important information - particularly in the Funding Position screen.
Can this be a moveable...
Currently it is impossible to enter correct details for a client's postal address where that address is a PO or GPO Box. This is both in the Contacts Database and in fact find (Broker side). The...
i team
Can you please add a Duplicate Contact Check feature to prevent the creation of multiple contact records for the same client.
Requested behaviour
• When a user creates a new contact or...