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Configure BrokerEngine

Administer settings that all of your group will use

Import data to BrokerEngine

Export your data from another platform and get it ready for import into BrokerEngine

Set up a deal

Use BrokerEngine to learn about your client’s financial position, input all the information, find the products they need, and produce a report

Delegate work

Assign cards and tasks to specific teams and people

Collect fact find and documents

Send documents to your clients and have them access a single easy location to sign each one

Checklists

Error proof your process with dynamic checklists

Track your work

Check which stage each of your projects is situated at and what needs to be done to move them to the next stage

Automate your work

Make use of BrokerEngine’s automations to simplify your work

Integrate other tools with BrokerEngine

Transfer information between BrokerEngine and other platforms that you use

Customise the look and feel of BrokerEngine

Add your personal touch to BrokerEngine’s display and automations

Custom Workflow

Articles to help with customising your workflow, including the board & stage tool emails, tasks and other automations.

FinanceVault (Client Portal)

These articles and videos are specific to the functions of our client portal, FinanceVault.

Fact Find

All about using our online fact find

Funding Position
Product Scenarios

This collection of articles relates to the product scenarios tool for comparing loan products

Proposals

The new Loan Strategy Report (LSR)

Deals Dashboard
Emails & Email Templates
Review your loan book

Check that clients' products are still meeting their needs and review their financial situation

Troubleshooting
Useful Resources

Useful articles about broking generally not specifically about BrokerEngine.

General FAQ