BrokerEngine comes with several ready-to-use proposal templates that address multiple loan scenarios. Optionally, you can create a custom template from scratch, the focus of this article. This article shows you how.

Merge fields

Know how to use merge fields. Many sections and subsections of a proposal template contain text and merge fields. Before creating a template, you should become familiar with the available merge field options.

Creating a template structure

Before starting, you should know what content you want to present in the template. You can design a fresh template any way you like, but consider that BrokerEngine proposal templates generally have some or all of these sections:

Cover page
Cover letter
Report content
Next steps
Why choose us
Authority to Proceed
Adviser Declaration

Opening a blank template

The first step is to open a blank proposal template.

Go to the bottom right corner of the dashboard and click the account icon.
In the Settings column, click Proposals > Templates.
Go to the top right corner of the page and click New Template. A blank template displays.

Using template tools

Adding a header

BrokerEngine displays Header content on every proposal page.

Go to the top of the blank page and hover the mouse. The Header section displays. Click anywhere inside the Header area to open the editor.

There are three Layout options in the editor. Choose one. Type text into the text field or add merge fields. Use the toolbar to add formatting and style (e.g. bold, font size, lists, etc.).

If you choose a layout with an image, BrokerEngine auto-selects the current broker logo by default (if available). Optionally, click the image field and upload a different logo file. Click Save.

Editing numbered lists

To add a numbered line to a sequence, place the cursor at the end of a sentence and hit Enter. The editor moves the cursor to the next line and inserts the next number.
To insert a space without adding a numbered line, place the mouse at the end of a line, hold down the Shift key, and hit Enter.

Adding styling

The proposal builder has basic tools to add formatting (e.g. heading size) and styling (e.g. font colour).

Adding images

Click the Insert image icon on the toolbar to upload files from your device. You can also copy and paste images from Word and Google docs into the template.

To insert spacing above and below an image, hover the mouse on the image. Click the top arrow (add spacing above) or the bottom arrow (add spacing below).