BrokerEngine Ideas

Moving the Secondary Employment button as many clients complete this section for their previous employment

Having separate 'old' and 'new' funding positions has created confusion and extra steps for users. A unified, simplified funding structure is need to streamline workflows' and reduce errors.

I have had a lot of clients recently have trouble trying to locate the Credit Proposal acknowledgment. I find I'm having to email them with specific instructions on where to look for it, where to...

Enhance the existing basic BrokerEngine integration to send more comprehensive data into and out of Quickli to remove double keying

Lodge applications with company/trust/SMSF applicants from BrokerEngine into ApplyOnline

Client to up load their supporting first, before completing fact find, example = drivers license, pay slips, bank statements, AI then extract this information, including, name/s, address, employer...

Flex has a "Taking Residence" button, and if ticked the address automatically updates the clients details to the new address when settlement occurs.

Integrate Frollo Open Banking for Brokers into BrokerEngine to gather income & expenses

The client shouldn't be able to click the "I'm done" button, until they finish all the task that needed to be done. This has cause a lot of confusion with the client especially for Privacy and...

For credit cards the system forces us to put in $1 for balance this can be $0 so it forces us to incorrectly declare an expense.