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

How BrokerEngine Pushes Data to FLEX

Push a Lead or Deal to FLEX

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

Push a Note to FLEX

Save time by copying a completed client Fact Find to FLEX

Push a FinanceVault Fact Find to FLEX

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

Link a lead or deal to a FLEX opportunity or application

Push products to FLEX

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

Prevent Duplicate Contacts with BrokerEngine's FLEX Integration

Merge Duplicate Contacts in FLEX

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

Disconnect a lead or deal from FLEX

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

Locate your FLEX ID

Agnes Caballero

Shelley Maher

FLEX

Homepage

Go to BrokerEngine

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Create your workspace and invite the people you work with.

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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.

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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.

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

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

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

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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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