BrokerEngine

Create a Lead or Deal

Avoid missteps by completing a checklist of essential application tasks

Use Broker Wizard for Handovers

Streamline compliance work with templates and a wizard

Use The Interview Guide

Help the team complete a submission and track the deal

Deal Submission Guide - Classic UI

This video covers changing a co-applicant to a primary applicant as well as changing a co-applicant to a guarantor and vice versa.

Managing Applicant Roles - Classic UI

Client Facing Advices - Examples

How to Download a Client-Facing Report or Advice - Classic UI

Use the document to help clients (or prospects) and generate new business

Create a Loan Strategy Report™️ Proposal - Classic UI

Check the activity feed to see what went wrong with an email that you sent

Email Added status

How to upload emails sent from your inbox to your BrokerEngine Deals

Copy Loan Email Function/Upload Emails to Deals

Get client acknowledgement and ensure compliance

Send AFG Privacy Consent and Credit Guide - Classic UI

How to Use Deal Tags - Classic UI

Manage Applicant Roles

Streamline applications and stay on track

Deal Submission Guide

Download a Client-Facing Report or Advice

Send AFG Privacy Consent and Credit Guide

How to Use Deal Tags

Here's how to effectively and efficiently handover all the essential application information to your processing team.

Broker Wizard

Broker Wizard - Classic UI

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

Create a Loan Strategy Report™ - Smart Docs

Shelley Maher

Samantha Nichols

Use BrokerEngine to learn about your client’s financial position, input all the information, find the products they need, and produce a report

Set up a deal

Convert a Lead into a Deal

Leads

Record key loan information for a lead or deal

Funding Position Overview

Record key information about a client's loan requirements

Create a Funding Position - Classic UI

How to do a Top up/Increase Loan In BrokerEngine

Open a visual representation of a funding position

Create a Funding Position Diagram

Create a Funding Position

Finish checklist items and then mark the task complete

Use the Formal Approval Checklist

Funding positions

Generate a report that shows clients the best lender products

Product Scenarios Overview

Present options that work well for your client

Create a Product Scenario - Classic UI

View a Product Scenario

Import a Product Scenario

Show payment impacts with a modified loan product

Structure a Top Up in Lodgement Funding

Sam Reyes

Product and loan scenarios

Homepage

Go to BrokerEngine

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.