BrokerEngine comes with several ready-to-use proposal templates that address multiple loan scenarios. Optionally, you can create a custom template from scratch to meet your specific business needs.
Contents
Prerequisites
Before starting, determine what content you want to present in the template. You can design a fresh template any way you like, but consider that BrokerEngine proposal templates generally have some or all of these sections:
Cover page
Cover letter
Report content
Next steps
Why choose us
Authority to Proceed
Adviser Declaration
Opening a blank template
The first step is to open a blank template. Go to the bottom left corner of the page and click the profile icon. Then click Settings > Smart Docs > Templates. On the new page, click the New Template button.
Using template tools
Adding a header
BrokerEngine displays Header content on every proposal page.
Go to the top of the blank page and hover the mouse so the Header section displays.
Click anywhere inside the Header area to open the editor.
There are three Layout options in the editor. Type text into the text field or add merge fields. Use the toolbar to add formatting and style.
If you choose a layout option with an image, BrokerEngine auto-selects the current broker logo by default if available within your Brands settings (Settings > Personal Details > Brands folder). Optionally, click the image field and upload a different logo file. Click Save.
Adding merge fields
Know how to use merge fields. Many sections and subsections of a proposal template contain text and merge fields. Before creating a template, you should become familiar with the available merge field options.
Editing numbered lists
To add a numbered line to a sequence, place the cursor at the end of a sentence and hit Enter. The editor moves the cursor to the next line and inserts the next number.
To insert a space without adding a numbered line, place the mouse at the end of a line, hold down the Shift key, and hit Enter.
Adding images
Click the Insert image icon on the toolbar to upload files from your device. You can also copy and paste images from Word and Google docs into the template.
To insert spacing above and below an image, hover the mouse on the image. Click the top arrow (add spacing above) or the bottom arrow (add spacing below).
Inserting a table
Click the Table icon in the toolbar. Drag the mouse on the grid to select the number of rows and columns. Click to learn how to insert and format a table.
Inserting page breaks
Add breaks to mark the end of a page.
Locate the place where you want to insert a page break and click the mouse.
Go to the toolbar and click the Page break icon.
The tool inserts a PAGE BREAK line below the mouse location.
To add spacing, click the page break block once. Click the arrows to add spacing above or below the block.
Duplicating a template
Clone the proposal template.
Go to the top right corner of the page.
Save the template.
Click the three-dot icon.
Select Duplicate.
In the pop-up, click Duplicate. BrokerEngine closes the original template and displays the duplicate.
