BrokerEngine Ideas

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...

Solve contact-related pain points between BrokerEngine, Flex & SMART Marketing

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

Create better looking docs generated from BrokerEngine

Single Sign on to BrokerEngine from Suite360 using AFG credentials

Integrate an ID solution like IDverse into BrokerEngine

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.

Display the RP Data estimated value from RP Data in the Deal Screen and Contacts Deals screen so I can quickly see the value and equity position of my clients portfolios.

In Finance Vault, the overall layout seems disorganised and confusing and not customer friendly. Make colours less washed out, more contrasting to see icons, and text clearer. The client’s focus is...

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...