Moving data between platforms can be complicated. We can help you import your client and lead or deal information from other platforms into BrokerEngine.
However, keep in mind that we can only import a limited selection of the data that might exist on another platform.
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.