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Link a lead or deal to a FLEX opportunity or application
Link a lead or deal to a FLEX opportunity or application

Copy notes from a lead or deal to the correct entity in FLEX

Will Swayne avatar
Written by Will Swayne
Updated over 8 months ago

BrokerEngine links deals and leads to FLEX by storing the FLEX ID for the equivalent opportunity or application in FLEX.

Contents

Important information about linking a lead or deal to FLEX

Find the FLEX ID for an application

Link a lead or deal to an existing opportunity or application in FLEX

Update the FLEX ID for a lead or deal when you promote an opportunity

Check the FLEX ID linked from a lead or deal

Update the FLEX ID for a lead or deal when you demote an application

Remove the FLEX ID for a lead or deal

Important information about linking a lead or deal to FLEX

BrokerEngine can't check that a FLEX ID you enter is the correct one. Please take care when you follow these instructions.

BrokerEngine is limited to checking that:

  • The FLEX ID belongs to a valid opportunity or application.

  • The opportunity or application that the FLEX ID links to is assigned to the current broker.

If you enter the incorrect application ID when updating a lead or deal, BrokerEngine will sync future notes to the incorrect application.

Find the FLEX ID for an application

To get the FLEX ID from an email:

  1. Open the email you received from FLEX when you sent through the application.
    It will contain a section of information like this:

    Time/Date: 25/07/2022 07:03:28 
    Lender: Commonwealth Bank 
    Customer: Kim Quinn
    Flex App Id: 1-1234567 
    Lender Reference: 911144211254 
    Status/Event: Conditional Approval 
    Broker: Smith, John 
    FLEX Loan Amount: $2250000.00 
    Lender Loan Amount: Not Provided by Lender

  2. Scroll down to Flex App Id and copy the ID.

To get the FLEX ID from FLEX:

  1. Click the Applications tab.

  2. Select My Applications from the drop down list.

  3. Click Query.

  4. Enter part of the application name or the applicant's surname and press Enter.

  5. Find the correct record and copy the text from the Id column.

Link a lead or deal to an existing opportunity or application in FLEX

  1. Open the lead or deal that you want to copy. Check that you have added all the information that you want to send to FLEX.

  2. Click the FLEX icon.

    BrokerEngine will ask whether you want to create an opportunity in FLEX or link to an existing opportunity or application.

  3. Click Link existing FLEX ID.

  4. Enter the FLEX ID for the opportunity or application.

  5. Select the type of FLEX entity – Opportunity or Application – from the drop down list.

  6. Click Link.

BrokerEngine will link the lead or deal to the FLEX opportunity or application. It will not copy across any lead or deal information to FLEX. However, whenever you create a note for the lead or deal, BrokerEngine will give you the option to copy it to FLEX when you save it.

Update the FLEX ID for a lead or deal when you promote an opportunity

When you promote an opportunity to an application in FLEX, FLEX creates a new FLEX ID for the application. This means that BrokerEngine's stored FLEX ID for the lead or deal is no longer current. Before you can copy notes from BrokerEngine to FLEX, you need to update the FLEX ID that BrokerEngine has stored for the lead or deal.

To update a FLEX ID in BrokerEngine, prompt BrokerEngine to update FLEX ID by updating the lender reference, or manually update the FLEX ID on a lead or deal.

Prompt BrokerEngine to update FLEX ID by updating the lender reference

  1. Update the Lender Reference field on the Lender Details section of a lead or deal.

    BrokerEngine will prompt you to update the FLEX ID as well.
    ​

  2. Paste in the FLEX ID you copied from FLEX.

  3. Click Update.

Manually update the FLEX ID on a lead or deal

To manually update which FLEX entity a BrokerEngine lead or deal is linked to:

  1. Open the lead or deal that you want to update.

  2. Click on the FLEX icon next to the lead or deal name.

    BrokerEngine will display information about the link to FLEX, including the FLEX ID.

  3. Click ... > Change ID beside the FLEX ID.

  4. Paste the FLEX ID and select Application from the dropdown.

  5. Click Update.
    BrokerEngine will display a confirmation when it has linked the lead or deal to the application in FLEX and copied information across.

Check the FLEX ID linked from a lead or deal

To check which FLEX entity a BrokerEngine lead or deal is linked to:

  1. Open the lead or deal that you want to check.

  2. Click on the FLEX icon next to the lead or deal name.

    BrokerEngine will display information about the link to FLEX, including the FLEX ID.

  3. Look up the application in FLEX to check that your lead or deal is linked correctly.

Update the FLEX ID for a lead or deal when you demote an application

BrokerEngine doesn't have an automated process for updating the FLEX ID if you demote an application back to an opportunity in FLEX. However, you can manually update the FLEX ID on the lead or deal so that notes sync from BrokerEngine to the opportunity instead of the application.

Remove the FLEX ID for a lead or deal

BrokerEngine doesn't allow you to remove the link between a deal or lead and a FLEX opportunity or application by deleting its FLEX ID. However, you can disconnect the lead or deal from FLEX. BrokerEngine will reset and purge the linked opportunity or application inside the deal.

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