BrokerEngine

Add your first lead or deal to BrokerEngine

Create a Lead or Deal - Classic UI

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

Managing Applicant Roles

The Deal Submission Guide is the output from completing the Broker Wizard. This acts as the handover from the Broker to the Processing Team.

Deal Submission Guide

How to 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 document that you can present to a client.

Create a Loan Strategy Report™️- Smart Docs

Shelley Maher

Natalie McCulloch

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

Aldrin Cosino

Leads

Record key loan information for a lead or deal

Funding Positions 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

Produce a visual representation of a funding position to help your client visualise it

Create a funding position diagram - Classic UI

Create a Funding Position

Finish checklist items and then mark the task complete

Use the Formal Approval Checklist

Will Swayne

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

Sam Reyes

Product and loan scenarios

Homepage

Go to BrokerEngine

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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