BrokerEngine

We made an upgrade on FLEX integration where you can now sync products to an opportunity in FLEX. In this article, we will show you how to push products from your BrokerEngine account to your AFG FLEX platform.

Note: You can only push <a href="https://kb.brokerengine.com.au/en/articles/5977331-lender-products">products that BrokerEngine tracks by default</a>, and that are also available in FLEX.

<a href="#h_16386d9922">Prerequisites</a>

<a href="#h_2911fd8422">Sync products from the deal</a>

<a href="#h_94346aa329">Sync products from the factfind</a>

<a href="#h_933ea500b2">What product details get pushed through to FLEX?</a>

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<a href="https://kb.brokerengine.com.au/en/articles/5754809-integrate-flex-with-brokerengine">Enable FLEX integration with BrokerEngine</a>.

Establish a funding position on the card.

<a href="https://kb.brokerengine.com.au/en/articles/6485444-create-a-product-scenario">Set up a funding scenario</a> and link it to the card.

- <a href="https://kb.brokerengine.com.au/en/articles/5754809-integrate-flex-with-brokerengine">Enable FLEX integration with BrokerEngine</a>.
- Establish a funding position on the card.
- <a href="https://kb.brokerengine.com.au/en/articles/6485444-create-a-product-scenario">Set up a funding scenario</a> and link it to the card.

<a href="https://kb.brokerengine.com.au/en/articles/6565774-view-funding-positions">View a funding position</a>.

Ensure you have added products to your loan splits. 

Click the FLEX icon next to the card name to sync the deal to FLEX.

BrokerEngine will list the information it will send to FLEX, including the products in the product scenario.

Expand the Products section and check the list.

- CONSIDERED: if they were shortlisted but not highlighted in the product scenario.
- SELECTED: if they were highlighted in the product scenario and added in the funding position.

Check the products listed under Funding Position.

Check the list of products that BrokerEngine can't push to FLEX. These are either products added manually by members of your broker group, or products that aren't available in FLEX.

Note: BrokerEngine can only push system products to FLEX once.

Once satisfied with the details, click Go to Sync and then Sync Now.

BrokerEngine will display the results of the FLEX sync and the FLEX ID for the new Opportunity.

1. Create or open a dashboard card.
2. <a href="https://kb.brokerengine.com.au/en/articles/6565774-view-funding-positions">View a funding position</a>.
3. Ensure you have added products to your loan splits. 

4. Click the FLEX icon next to the card name to sync the deal to FLEX.

5. Click + New FLEX Opportunity. 
 
 BrokerEngine will list the information it will send to FLEX, including the products in the product scenario.
6. Expand the Products section and check the list.
 
 BrokerEngine will specify products as:
 - CONSIDERED: if they were shortlisted but not highlighted in the product scenario.
 - SELECTED: if they were highlighted in the product scenario and added in the funding position.
7. Check the products listed under Funding Position.

8. Check the list of products that BrokerEngine can't push to FLEX. These are either products added manually by members of your broker group, or products that aren't available in FLEX.
 
 Note: BrokerEngine can only push system products to FLEX once.
9. Once satisfied with the details, click Go to Sync and then Sync Now. 
 
 
 BrokerEngine will display the results of the FLEX sync and the FLEX ID for the new Opportunity.
 
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You can also sync products while syncing your factfind to FLEX. To  push products from your Factfind:

After you have finalized the factfind, click on the FLEX Icon 

Another window will appear with the factfind and product details. 

Expand the FLEX Product Data to review the products. You will see the products considered and selected from your product scenario as well as the products you added to your funding position. 

You can also select which products you do not want to sync to FLEX 

Once you are satisfied with the products listed, click Sync with FLEX. 

Once synced, a new window will show confirmation that the sync was successful. 

1. After you have finalized the factfind, click on the FLEX Icon 
2. Another window will appear with the factfind and product details. 

3. Expand the FLEX Product Data to review the products. You will see the products considered and selected from your product scenario as well as the products you added to your funding position. 

4. You can also select which products you do not want to sync to FLEX 

5. Once you are satisfied with the products listed, click Sync with FLEX. 

6. Once synced, a new window will show confirmation that the sync was successful. 


What product details get pushed through to FLEX?

- Product name
- LMI Split amount
- Discount
- Interest rates

Note: The following will also push through to FLEX as you sync your factfind if these are already entered into your deal. 

Prerequisites

Sync products from the deal

Sync Products from the Factfind

What product details get pushed through to FLEX?