For the Credit Guide and Privacy Consent feature to work, and to enable Direct Lodgement from BrokerEngine, you must first connect all your users with Suite360 and FLEX in the integration settings.
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Prerequisites
If you haven't set up your FLEX integration yet, click here for instructions.
Unlike other integrations that only need the broker connected, this one's a bit different. Both the person sending the request and the broker on the deal need to have Suite360 and FLEX connected. To keep things running smoothly, it's best to make sure all users are connected to both.
Connecting the Suite360 integration
In BrokerEngine, go to the bottom corner of the left-hand panel, click the account icon, and select Settings. On the new page, click Integrations. Click the Suite360 icon to expand the folder and click Connect.
A pop-up displays. Enter your Suite360 credentials.
If successful, you should see the Account Connected notification. From here, you can download a blank Credit Guide and Privacy Consent if you meet clients in person.
