If you frequently send the same document requests to clients, you can streamline the process by using document stacks. A document stack is a bundle of templates that can be sent in one request. For example, you might routinely send out the same five templates as part of your initial information collection process. Instead of loading and publishing each template separately, you could save a bit of time (and reduce errors) by publishing one stack (i.e. bundle).
Contents
Prerequisites
None.
Video walkthrough
Learn how to create a document stack.
Creating a new document stack
Select a lead or deal and open the Client Portal.
Go to the top of the page and click ADD DOC STACK.
In the popup window, enter a unique name. Click Add Document Stack.
BrokerEngine opens the EDIT DOC STACK panel.
Adding templates to a stack
Next, place existing templates inside the empty stack.
Go to the search bar in the TEMPLATES pane. Enter a template name. Locate a file and click the Add to Stack icon. BrokerEngine moves the template to the stack. Repeat to add more files.
You can also use the mouse to drag templates to the stack.
When the stack is complete, click the Save button.
Editing a stack
After you save a stack, the Editing tool closes. You can leave the page and edit stacks at any time. To edit an existing stack:
1. From within the Client Portal, select the stack you wish to edit from the dropdown
2. Click 'Edit'
This will re-open the EDIT DOC STACK pane for you to be able to make changes and save.
Using a Document Stack
From within the client portal, select the document stack you would like to use from the dropdown
You have the option to individually move each template from the stack to the document request or hit the 'Request All' button to move all templates to the request in bulk.
Adding a new document
You are not limited to the templates BrokerEngine provides you with 'out of the box'. Here are the steps to create your own re-useable templates within your document stacks.
Within the EDIT DOC STACK pane click on 'Add Doc Category'
Fill in the fields. Click Add Document and then click Save.
Document label - Give the document a unique name. You and your client can see this name.
Body - Add instructions for the client.
Request Type - Normally, select General or the name of the product integration that you will be using with the document.
When Due - Click the field and select a stage option.
Shared With - The field is pre-populated with two merge fields (Primary Applicant and Co-Applicant). To change the parties, click the field and select one or more options on the drop-down menu.
Attachments - Upload one or more documents.
After you click Save, BrokerEngine adds the document to the stack.
