BrokerEngine

Find a Card

Deals Dashboard Overview

Copy an Existing Lead or Deal - Classic UI

Create boards and stages that match your workflow

Customise a Board

Add a broker to a new card or change the assignment on an existing deal or lead

Manage the Owner/Broker of a Deal or Lead Card - Classic UI

How to Filter Board Cards by Team

Display cards with a specific user and team role

Filter a Board by Team Role and User

This article will explain how to add a Note to a deal, so you have a record of the actions you have taken.

Adding a Note to a Deal - Classic UI

Use Loan Splits to Apply Tags

Find Archived Leads or Deals

Clone or Duplicate an Existing Lead or Deal Card

Manage the Owner / Broker of a Deal or Lead Card

Shelley Maher

Sam Reyes

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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.

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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.

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