Are you switching to BrokerEngine from a different platform? Glad to have you aboard!
Moving data between platforms is rarely easy and almost never trouble-free. That's why we're happy to help you import client, lead, or deal information into BrokerEngine. However, there are constraints that are way beyond our control. That means we can only import a limited selection of the data that might exist on other platforms. Here's a quick list.
Data we can import
Contacts
Primary Broker
First Name
Middle Name
Last Name
Preferred Name / NickName
Email Address
Mobile Phone Number
Office Phone Number
Home Phone Number
Fax Phone Number
Date of Birth
Home Address Line 1
Home Address Line 2
Home Address suburb
Home Address state
Home Address postal code
Home Address country
Postal Address Line 1
Postal Address Line 2
Postal Address suburb
Postal Address state
Postal Address postal code
Postal Address country
Office Address Line 1
Office Address Line 2
Office Address suburb
Office Address state
Office Address postal code
Office Address country
Next Review Date
FLEX Contact ID
Leads and Deals
Loan Writer/Broker
Specific Broker Brand
Application Name
Loan Stage (Status)
Lender
Deal Type - Used for Funding Position
Lender Reference Number
Loan Amount
Finance Date
Settlement Date
Next Review Date
Primary Applicant First Name
Primary Applicant Last Name
Primary Applicant Preferred Name
Primary Applicant Email
Primary Applicant Mobile
Primary Applicant Date of Birth
Co Applicant First Name
Co Applicant Last Name
Co Applicant Preferred Name
Co Applicant Email
Co Applicant Mobile
Co Applicant Date of Birth
Home Address - Street Address
Home Address - Suburb
Home Address - State
Home Address - Post Code
Home Address - Country
Loan Security - Street Address
Loan Security - Suburb
Loan Security - State
Loan Security - Post Code
Loan Security - Country
Loan Security - Property Type
Loan Security - Estimated Value $
Data we can't import
Fixed or I/O expiry dates
The best alternative we have at this time is to set the Next Review Date based on 60 days before the expiry dates.
Co applicants from FLEX
FLEX doesn't provide co applicant information in the application or opportunity data. We cannot add them manually in the spreadsheet unless user updates the raw file before submitting to us.
Security Details for AFG users
Flex doesn't export security details and the user may need to update them manually in Broker Engine or provide the security details in csv format so the data team can include them during formatting.
Unable to add or update the following:
Update or overwrite existing data in the Contacts Page
Unable to add Salutation/Title, Partner/Spouses/Referrer/Tags/Lead Source
Unable to merge duplicate contacts, leads and deals
Unable to add Contact ID or Loan ID from other Aggregators
Unable to add Start Date, Created Date, Discharge Date or Lodgement Date
Unable to add Occupation or Job Title, Company Name and Company Address
Unable to add Reviews, Notes, Comments or Reminders
Unable to add contact’s account card numbers or credit card numbers
Unable to add product names or products applied in deals
Unable to import primary & sub stages with numbers e.g Attempted Contact 1, January 2024 or 2024 January (but few tweaks can be applied during import; by removing the number/s or replacing it with letters or words. Then upon successful import, stages must be reverted to its original name).