BrokerEngine

Copy deal or lead information from BrokerEngine to FLEX

Integrate FLEX with BrokerEngine

Understand when you can copy data to FLEX and which information will be copied

Copy notes from a lead or deal to a FLEX opportunity or application

Save time by copying a completed client Fact Find to FLEX

Copy notes from a lead or deal to the correct entity in FLEX

Connect a new opportunity to an existing FLEX contact before a BrokerEngine sync

Break the link between a lead or deal in BrokerEngine and an opportunity or application in FLEX

How to locate your FLEX ID for setting up your FLEX integration in BrokerEngine

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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