Administer settings that all of your group will use
Export your data from another platform and get it ready for import into BrokerEngine
Use BrokerEngine to learn about your client’s financial position, input all the information, find the products they need, and produce a report
Assign cards and tasks to specific teams and people
Send documents to your clients and have them access a single easy location to sign each one
Error proof your process with dynamic checklists
Check which stage each of your projects is situated at and what needs to be done to move them to the next stage
Make use of BrokerEngine’s automations to simplify your work
Transfer information between BrokerEngine and other platforms that you use
Add your personal touch to BrokerEngine’s display and automations
Articles to help with customising your workflow, including the board & stage tool emails, tasks and other automations.
These articles and videos are specific to the functions of our client portal, FinanceVault.
All about using our online fact find
This collection of articles relates to the product scenarios tool for comparing loan products
The new Loan Strategy Report (LSR)
Check that clients' products are still meeting their needs and review their financial situation
Useful articles about broking generally not specifically about BrokerEngine.