Lender offers provide additional benefits to a lender product if it meets specific criteria, like loan length and amount. Offers include options like cashbacks, rebates, LMI waivers, and fee waivers.
BrokerEngine does not automatically update or maintain lender offers that you manually enter into the system. You must ensure the information you enter is correct before using it. Learn more.
Contents
Prerequisites
Know how to manage lender products.
Opening the Offers page
To see the list of account lender packages:
Log in to your BrokerEngine account.
Go to the bottom left corner and click the account icon.
Select Lenders > Offers.
The page displays a list of lender offers currently available for your account. If you haven't uploaded any offers, the page only shows packages tracked by BrokerEngine (i.e. System Packages).
Adding an offer
Go to the top right corner of the Offers page.
Click the Add Offer button. A popup displays.
Click the Lender field and select an option.
Fill in the required fields (see below)
Click Add Offer.
Filling in the fields
Required fields
Name - Enter a unique label for this offer. This name is only visible to the broker team.
Lender - Click the field and select an option on the drop-down. Optionally, create a new lender.
Optional fields
Amount - Enter the dollar value of the offer.
Offer Type - Click the field and select an option on the drop-down (e.g. Rebate, LMI Waiver, etc.).
Frequency - Click the field and select an option on the drop-down (i.e. Monthly, Annual, or One Time.).
Offer Start Date / End dates - Click the calendar icons and set the period for this offer.
Product Website - Paste in a website link for the offer.
Offer ID - BrokerEngine auto-assigns a number after you click Add Offer.
Terms and Conditions - Add explanation or descriptive text.
Product this offer applies to - The default setting is ALL. If you switch off the toggle, click the field and select one or more products for this offer.