Create your first lead or deal on BrokerEngine using either live client information or test data. Each record of a lead is called a lead card, and each record of a deal is called a deal card. These cards hold all the important details and help you track every step of your client's journey, from first contact to final settlement.

Filling in the form fields

Reviewing the card

Opening a card

Prerequisites

If you create a lead or deal with test data, be sure to enter an active email address. BrokerEngine does not send the contact an email notification when you create a lead card, but you'll eventually need an active email account as you move through the steps.

Video walkthrough

Learn how to create your first lead or deal.

Creating a lead card

Go to the left-side menu and click the Boards icon.
Click Leads.
Click the New button. A pop-up displays.
Fill in the form fields. (see below)
Click the Add Lead button to save the form and add a card to the Leads board.

To create a deal, click Deals on the Boards menu and follow the steps below.

Filling in the form fields

The steps below show you how to create a lead card. Creating a deal card follows the same steps. One difference you'll notice is the list of options on the drop-down menu when you assign a stage.

Basic info

Lead Name: Add the contact's name.
Broker: Confirm the correct broker name is in the field. Click the field to select a different broker. (optional)

Applicants

Use this field to pull one or more existing names from your Contacts list into the form. Enter a name in the search bar and select an option.

If the applicant is not on your Contacts list, you can add a name right now. Click the Add New Applicant button. In the pop-up:

Enter a first and last name.
Enter an email address.
Add a mobile number. (optional)
Click Add Applicant.

This is enough information to create a contact record. Now or later, you can add or update the information in the contact form. To add more details now, click the All fields tab and fill in some or all of the fields (e.g. home and work addresses, spouse details, etc.).

Optionally, repeat the steps to add more applicants to the form.

Editing an applicant

After you add an applicant, BrokerEngine displays the name and email address, plus two new fields.

Click the first field to apply a different tag (the default tag for the first name is Primary applicant).
To edit the applicant's information or remove the name from the form (but not from the contact list), click Remove.

Assigning a stage

Go to the next field and assign a stage to this lead. Click the field and select an option. Normally, we recommend the New Lead tag when creating a new lead, but you might want to apply a different stage if the lead is further along in the process (e.g. you're ready to collect documents).

Lender

The default setting is Other, which is a generic placeholder. If you know the lender, click the field and select an option.

Assign team and user roles

These fields are not normally completed when creating a new lead. Optionally, you can assign a team or individuals to roles (e.g. Loan Processor).

Reviewing the card

After you complete the form and click the Add Lead button, BrokerEngine displays the lead card in full view mode. Generally, the lead card has three key sections:

The stage, which you can change by clicking the field and selecting an option on the drop-down
The sidebar with workflow tabs, which is where you'll find valuable tools like Funding Position.
The right-hand sidebar with important tools like Checklists, Tasks, and Email.