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Product Scenarios Overview

Generate a report that shows clients the best lender products

Sam Reyes avatar
Written by Sam Reyes
Updated over a week ago

A product scenario is a collection of lender products displayed in an easy-to-read table so that you can compare and contrast options to your client.

Contents


Why use product scenarios?

You can generate reports that show relatively complex product combinations. Those combinations could include essential metrics, like:

  • Loan splits

  • Lender packages

  • Reversion rates

  • Special offers

  • Extra fees

Organise and present the most important information to your client in a clear, easily understandable table format.


Lender products in BrokerEngine

BrokerEngine supports two categories of lender products.

  • System Products - BrokerEngine loads and tracks these by default.

  • My Products - Lender products that you've added manually. BrokerEngine does not track or maintain these products.

Learn more about lender products in BrokerEngine, including a list of products that BrokerEngine tracks.


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