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Create a Loan Strategy Report™ - Smart Docs

Generate a client-facing proposal that you can present to a client

Shelley Maher avatar
Written by Shelley Maher
Updated over 2 weeks ago

BrokerEngine’s Smart Docs make it easy to turn your loan strategies into clear, professional proposals. Start with a template, add client-ready details, and export a polished PDF in just a few steps. It’s a simple way to present your recommendations with confidence and save time on every deal.

Contents


Creating a Smart Doc

To create a Smart Doc (Proposal), open a lead or deal in full view mode. Expand the Strategy folder, click the Smart Docs tab, and then click Create.

BrokerEngine displays a list of templates. Scroll through the options. To open a template and review its content, click the file name.

When you find a suitable template for your client, click Use Template. After you click that button, BrokerEngine generates the proposal and opens the file in the editor. Scroll through the document, review the details, and make any necessary changes.

For example, you might need to insert a product scenario. Click Save in the top right corner of the page.


Editing a Smart Doc

To edit a Smart Doc that you created, open the lead or deal in full view mode. Click Strategy > Smart Docs.

Click the name of the proposal you want to edit.


Exporting a report

Open the Smart Docs page, locate a report name, and click Export. BrokerEngine downloads a PDF to your device.


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