# BrokerEngine Help Centre

> Help center for BrokerEngine

## Configure Your Account

- [How to Use 2-Factor Authentication in BrokerEngine](https://kb.brokerengine.com.au/en/articles/4303904-how-to-use-2-factor-authentication-in-brokerengine.md): Ensure your client's data is secure
- [Configure Profile Settings - Personal Details](https://kb.brokerengine.com.au/en/articles/5977210-configure-profile-settings-personal-details.md): Add and update contact and branding information
- [User Management - Permissions](https://kb.brokerengine.com.au/en/articles/6083570-user-management-permissions.md): Control user access, data management and settings within BrokerEngine
- [User Management - Other Settings](https://kb.brokerengine.com.au/en/articles/8771825-user-management-other-settings.md): Configure settings on the Integrations, Security, and User Details tabs
- [Profile Settings - Notifications](https://kb.brokerengine.com.au/en/articles/5977383-profile-settings-notifications.md): There's a wide range of notifications you can subscribe to in your account. Here is the info to set the right notifications for you.
- [Lenders - Managing Lender Details](https://kb.brokerengine.com.au/en/articles/5753069-lenders-managing-lender-details.md): Update details in your broker group
- [Lender Products Overview](https://kb.brokerengine.com.au/en/articles/5977331-lender-products-overview.md): Understand product options
- [How do I keep My Products, Packages and Offers Up to Date](https://kb.brokerengine.com.au/en/articles/5902795-how-do-i-keep-my-products-packages-and-offers-up-to-date.md)
- [Add a Lender](https://kb.brokerengine.com.au/en/articles/5980018-add-a-lender.md): Update your Lenders list
- [Add a Lender Product](https://kb.brokerengine.com.au/en/articles/6536907-add-a-lender-product.md): Include a custom loan or credit card in the My Products list
- [Add a Lender Package](https://kb.brokerengine.com.au/en/articles/5991010-add-a-lender-package.md): Enter discounts and benefits that you can manually update
- [Add a Lender Offer](https://kb.brokerengine.com.au/en/articles/5990933-add-a-lender-offer.md): Enter a lender offer that BrokerEngine doesn't automatically load or update

## Import data to BrokerEngine

- [Import Data into BrokerEngine](https://kb.brokerengine.com.au/en/articles/6638884-import-data-into-brokerengine.md): Moving from another platform can be a challenge
- [Export deal data from FLEX](https://kb.brokerengine.com.au/en/articles/5257203-export-deal-data-from-flex.md): Provide us with the files we need to get the most information possible into BrokerEngine for you.
- [Export data from Mercury](https://kb.brokerengine.com.au/en/articles/5726267-export-data-from-mercury.md): Copy opportunities and contacts to a file ready for import into BrokerEngine
- [Exporting Deal Data from Podium for Importing into BrokerEngine](https://kb.brokerengine.com.au/en/articles/4376645-exporting-deal-data-from-podium-for-importing-into-brokerengine.md): Learn how to export data from Podium in the best format for us to get it into BrokerEngine quickly and with the most information possible.

## Set up a deal

- [Create a Lead or Deal](https://kb.brokerengine.com.au/en/articles/2522696-create-a-lead-or-deal.md): Add your first card to BrokerEngine
- [Use Broker Wizard for Handovers](https://kb.brokerengine.com.au/en/articles/2421482-use-broker-wizard-for-handovers.md): Avoid missteps by completing a checklist of essential application tasks
- [Use The Interview Guide](https://kb.brokerengine.com.au/en/articles/5039199-use-the-interview-guide.md): Streamline compliance work with templates and a wizard
- [Deal Submission Guide - Classic UI](https://kb.brokerengine.com.au/en/articles/5584784-deal-submission-guide-classic-ui.md): Help the team complete a submission and track the deal
- [Managing Applicant Roles - Classic UI](https://kb.brokerengine.com.au/en/articles/5150791-managing-applicant-roles-classic-ui.md): This video covers changing a co-applicant to a primary applicant as well as changing a co-applicant to a guarantor and vice versa.
- [Client Facing Advices - Examples](https://kb.brokerengine.com.au/en/articles/6116980-client-facing-advices-examples.md): Review document samples
- [How to Download a Client-Facing Report or Advice - Classic UI](https://kb.brokerengine.com.au/en/articles/5498857-how-to-download-a-client-facing-report-or-advice-classic-ui.md): Generate auto-populated reports
- [Create a Loan Strategy Report™️ Proposal - Classic UI](https://kb.brokerengine.com.au/en/articles/5027367-create-a-loan-strategy-report-proposal-classic-ui.md): Use the document to help clients \(or prospects\) and generate new business
- [Email Added status](https://kb.brokerengine.com.au/en/articles/6537400-email-added-status.md): Check the activity feed to see what went wrong with an email that you sent
- [Copy Loan Email Function/Upload Emails to Deals](https://kb.brokerengine.com.au/en/articles/5623372-copy-loan-email-function-upload-emails-to-deals.md): How to upload emails sent from your inbox to your BrokerEngine Deals
- [Send AFG Privacy Consent and Credit Guide - Classic UI](https://kb.brokerengine.com.au/en/articles/8483429-send-afg-privacy-consent-and-credit-guide-classic-ui.md): Get client acknowledgement and ensure compliance
- [How to Use Deal Tags - Classic UI](https://kb.brokerengine.com.au/en/articles/9057921-how-to-use-deal-tags-classic-ui.md): Filter cards with custom labels
- [Manage Applicant Roles](https://kb.brokerengine.com.au/en/articles/9276310-manage-applicant-roles.md): Add or update applicants
- [Deal Submission Guide](https://kb.brokerengine.com.au/en/articles/9276345-deal-submission-guide.md): Streamline applications and stay on track
- [Download a Client-Facing Report or Advice](https://kb.brokerengine.com.au/en/articles/9276366-download-a-client-facing-report-or-advice.md): Generate personalised reports
- [Send AFG Privacy Consent and Credit Guide](https://kb.brokerengine.com.au/en/articles/9276403-send-afg-privacy-consent-and-credit-guide.md): Get client acknowledgement and ensure compliance
- [How to Use Deal Tags](https://kb.brokerengine.com.au/en/articles/9276418-how-to-use-deal-tags.md): Filter cards with custom labels
- [Broker Wizard](https://kb.brokerengine.com.au/en/articles/9276439-broker-wizard.md): Here's how to effectively and efficiently handover all the essential application information to your processing team.
- [Broker Wizard - Classic UI](https://kb.brokerengine.com.au/en/articles/9276474-broker-wizard-classic-ui.md): Here's how to effectively and efficiently handover all the essential application information to your processing team.
- [Create a Loan Strategy Report™ - Smart Docs](https://kb.brokerengine.com.au/en/articles/9316933-create-a-loan-strategy-report-smart-docs.md): Generate a client-facing proposal that you can present to a client
- [Convert a Lead into a Deal](https://kb.brokerengine.com.au/en/articles/4500098-convert-a-lead-into-a-deal.md): Move a card to a different board
- [Funding Position Overview](https://kb.brokerengine.com.au/en/articles/2421472-funding-position-overview.md): Record key loan information for a lead or deal
- [Create a Funding Position - Classic UI](https://kb.brokerengine.com.au/en/articles/2472790-create-a-funding-position-classic-ui.md): Record key information about a client's loan requirements
- [How to do a Top up/Increase Loan In BrokerEngine](https://kb.brokerengine.com.au/en/articles/5622922-how-to-do-a-top-up-increase-loan-in-brokerengine.md)
- [Create a Funding Position Diagram](https://kb.brokerengine.com.au/en/articles/6582920-create-a-funding-position-diagram.md): Open a visual representation of a funding position
- [Create a Funding Position](https://kb.brokerengine.com.au/en/articles/9276436-create-a-funding-position.md): Record key information about a client's loan requirements
- [Use the Formal Approval Checklist](https://kb.brokerengine.com.au/en/articles/9438875-use-the-formal-approval-checklist.md): Finish checklist items and then mark the task complete
- [Product Scenarios Overview](https://kb.brokerengine.com.au/en/articles/5899820-product-scenarios-overview.md): Generate a report that shows clients the best lender products
- [Create a Product Scenario - Classic UI](https://kb.brokerengine.com.au/en/articles/6485444-create-a-product-scenario-classic-ui.md): Present options that work well for your client
- [View a Product Scenario](https://kb.brokerengine.com.au/en/articles/6501402-view-a-product-scenario.md): See previously selected lender products
- [Import a Product Scenario](https://kb.brokerengine.com.au/en/articles/6501959-import-a-product-scenario.md): Reuse previous options and settings
- [Structure a Top Up in Lodgement Funding](https://kb.brokerengine.com.au/en/articles/10251845-structure-a-top-up-in-lodgement-funding.md): Show payment impacts with a modified loan product

## Delegate work

- [Manually Assign or Reassign Tasks](https://kb.brokerengine.com.au/en/articles/7849091-manually-assign-or-reassign-tasks.md): Delegate tasks to people on your team
- [Set Up Task Filters](https://kb.brokerengine.com.au/en/articles/5984140-set-up-task-filters.md): Effectively manage tasks by creating filter groups
- [Create an Assigned Team](https://kb.brokerengine.com.au/en/articles/9316281-create-an-assigned-team.md): Delegate responsibility for leads and deals
- [Create a Team Role](https://kb.brokerengine.com.au/en/articles/9316765-create-a-team-role.md): Set up functional roles for leads and deals
- [Create an Ad-Hoc Task within a Lead or Deal](https://kb.brokerengine.com.au/en/articles/9328234-create-an-ad-hoc-task-within-a-lead-or-deal.md): Manually create tasks on a board card
- [Create a Task from Sending an Email](https://kb.brokerengine.com.au/en/articles/9350641-create-a-task-from-sending-an-email.md): Forward an email to BrokerEngine to have it imported as a task
- [Introduction to Teamwork in BrokerEngine](https://kb.brokerengine.com.au/en/articles/2567157-introduction-to-teamwork-in-brokerengine.md): Enable more time to build the business
- [Effective Delegation with the Broker Handover Checklist](https://kb.brokerengine.com.au/en/articles/4328259-effective-delegation-with-the-broker-handover-checklist.md): Lay the foundation to scale your business
- [Create an Assigned Team - Classic UI](https://kb.brokerengine.com.au/en/articles/5334583-create-an-assigned-team-classic-ui.md): Delegate responsiblity for leads and deals
- [Team Roles Overview](https://kb.brokerengine.com.au/en/articles/6765273-team-roles-overview.md): Assign work based on job descriptions
- [Create a Team Role - Classic UI](https://kb.brokerengine.com.au/en/articles/6771413-create-a-team-role-classic-ui.md): Set up functional roles for leads and deals
- [Assign a Team Role to a Lead or Deal](https://kb.brokerengine.com.au/en/articles/6774384-assign-a-team-role-to-a-lead-or-deal.md): Delegate responsibilities on a lead or deal
- [Manage Tasks - Classic UI](https://kb.brokerengine.com.au/en/articles/4327758-manage-tasks-classic-ui.md): Best practices for task management and team collaboration
- [Create an Ad-Hoc Task within a Lead or Deal - Classic UI](https://kb.brokerengine.com.au/en/articles/2472789-create-an-ad-hoc-task-within-a-lead-or-deal-classic-ui.md): Manually create tasks on a board card
- [Create a Stage Due Task - Classic UI](https://kb.brokerengine.com.au/en/articles/6794749-create-a-stage-due-task-classic-ui.md): Auto-generate a task when a board card moves to a stage
- [Create a Task to be due at a particular stage. - Classic UI](https://kb.brokerengine.com.au/en/articles/4327959-create-a-task-to-be-due-at-a-particular-stage-classic-ui.md): Create tasks with a stage deadline rather than a time deadline
- [Convert an email to a task - Classic UI](https://kb.brokerengine.com.au/en/articles/8200808-convert-an-email-to-a-task-classic-ui.md): Forward an email to BrokerEngine to have it imported as a task
- [How Email to Task Works](https://kb.brokerengine.com.au/en/articles/8105400-how-email-to-task-works.md): Save time and avoid costly errors
- [Create a Task Template - Classic UI](https://kb.brokerengine.com.au/en/articles/6751284-create-a-task-template-classic-ui.md): Use templates to save time and avoid errors
- [Create a Note Template](https://kb.brokerengine.com.au/en/articles/8512389-create-a-note-template.md): Save time and give the team clear instructions
- [View and Manage the Task List](https://kb.brokerengine.com.au/en/articles/7323747-view-and-manage-the-task-list.md): Display a list of jobs
- [Create a Task Manually](https://kb.brokerengine.com.au/en/articles/7175245-create-a-task-manually.md): Track targets, completions, and assigned responsibilites
- [Manage & Edit Tasks](https://kb.brokerengine.com.au/en/articles/8133211-manage-edit-tasks.md): Make changes to existing tasks
- [Task List Overview](https://kb.brokerengine.com.au/en/articles/7945091-task-list-overview.md): Learn task management time-savers
- [Create a Stage Due Task](https://kb.brokerengine.com.au/en/articles/9328590-create-a-stage-due-task.md): Start a task when a card moves to a new stage
- [Manage Tasks](https://kb.brokerengine.com.au/en/articles/9328187-manage-tasks.md): Best practices for task management and team collaboration
- [Convert an Email to a Task](https://kb.brokerengine.com.au/en/articles/11358315-convert-an-email-to-a-task.md): Save time with automated conversions
- [Create a Task Template](https://kb.brokerengine.com.au/en/articles/9350670-create-a-task-template.md): Save time and avoid errors
- [Export Task List to File](https://kb.brokerengine.com.au/en/articles/8109983-export-task-list-to-file.md): Work offline and share lists
- [About Tasks](https://kb.brokerengine.com.au/en/articles/8130853-about-tasks.md): Manage all the jobs that need to be completed for your clients

## Collect fact find and documents

- [Approve or Reject Documents Received from Client via FinanceVault](https://kb.brokerengine.com.au/en/articles/8393941-approve-or-reject-documents-received-from-client-via-financevault.md): Keep your document workflow up to date
- [Send a Document Request to Client/s Via FinanceVault - Classic UI](https://kb.brokerengine.com.au/en/articles/4471843-send-a-document-request-to-client-s-via-financevault-classic-ui.md): Create and publish your first document request
- [Forward a document request to a co-applicant - Classic UI](https://kb.brokerengine.com.au/en/articles/7017646-forward-a-document-request-to-a-co-applicant-classic-ui.md): Send documents to a co-applicant or guarantor after you've sent them to the primary applicant
- [Create and Edit Document Stacks](https://kb.brokerengine.com.au/en/articles/4468474-create-and-edit-document-stacks.md): Save time by bundling related documents and sending one request
- [Add a Doc Category Template to FinanceVault](https://kb.brokerengine.com.au/en/articles/3523094-add-a-doc-category-template-to-financevault.md): Customise document stacks to meet client needs and streamline workflows
- [Edit FinanceVault Doc Category Templates](https://kb.brokerengine.com.au/en/articles/3523036-edit-financevault-doc-category-templates.md): Learn how to update files in a document stack
- [Add Documents in FinanceVault Without Triggering an Email](https://kb.brokerengine.com.au/en/articles/4417270-add-documents-in-financevault-without-triggering-an-email.md): Update a document request but don't send a notification.
- [Configure Additional FinanceVault Settings](https://kb.brokerengine.com.au/en/articles/5735868-configure-additional-financevault-settings.md): Customise document handling and outgoing email templates
- [Hide Documents in FinanceVault](https://kb.brokerengine.com.au/en/articles/4417308-hide-documents-in-financevault.md): Make documents visible only to the internal team
- [Re-send FinanceVault Document Requests](https://kb.brokerengine.com.au/en/articles/6972268-re-send-financevault-document-requests.md): Prevent document roadblocks by sending applicants another request
- [Check Document Request Progress on the Client Portal \(FinanceVault\) - Classic UI](https://kb.brokerengine.com.au/en/articles/6416191-check-document-request-progress-on-the-client-portal-financevault-classic-ui.md): See documents that clients have filled out or send new documents for signing
- [Send a Client Document Request via FinanceVault](https://kb.brokerengine.com.au/en/articles/9446830-send-a-client-document-request-via-financevault.md): Create and publish a document request
- [Add a Co-Applicant to an Existing Document Request](https://kb.brokerengine.com.au/en/articles/9446866-add-a-co-applicant-to-an-existing-document-request.md): Send documents to a co-applicant or guarantor after you've sent them to the primary applicant
- [Send a Fact Find Request](https://kb.brokerengine.com.au/en/articles/4675269-send-a-fact-find-request.md): Email a form to your client via FinanceVault.
- [Pre-Fill the Online Fact Find](https://kb.brokerengine.com.au/en/articles/5334605-pre-fill-the-online-fact-find.md): Save time by completing fields on behalf of your client
- [Send a FLEX Fact Find to your client](https://kb.brokerengine.com.au/en/articles/6279825-send-a-flex-fact-find-to-your-client.md): Collect important information like employment history, assets, and liabilities from your clients
- [Explore the Fact Find Builder](https://kb.brokerengine.com.au/en/articles/4660234-explore-the-fact-find-builder.md): Quick tips to create an efficient Fact Find template
- [Reuse a Previous Fact Find](https://kb.brokerengine.com.au/en/articles/5652010-reuse-a-previous-fact-find.md): Save Time By Sending an Older Fact Find
- [Update a Fact Find Template](https://kb.brokerengine.com.au/en/articles/6331061-update-a-fact-find-template.md): Edit the default file in a document stack
- [Build a Basic Fact Find Template](https://kb.brokerengine.com.au/en/articles/4659572-build-a-basic-fact-find-template.md): Create or customize a fact find template
- [Enable the Fact Find "Same as" Feature](https://kb.brokerengine.com.au/en/articles/4690933-enable-the-fact-find-same-as-feature.md): Clients save time by copying information with a checkbox
- [Configure Fact Find Builder Components](https://kb.brokerengine.com.au/en/articles/4675416-configure-fact-find-builder-components.md): Add custom design elements and features
- [Calculate the Sum on a Fact Find](https://kb.brokerengine.com.au/en/articles/4686067-calculate-the-sum-on-a-fact-find.md): Use a bit of code to auto-sum a series of values
- [Use Logic on Fact Find Templates](https://kb.brokerengine.com.au/en/articles/4666571-use-logic-on-fact-find-templates.md): Hide or show components with IF-THEN conditions
- [Create a Dynamic Dropdown Selection](https://kb.brokerengine.com.au/en/articles/4740861-create-a-dynamic-dropdown-selection.md): Display client names instead of default Applicant labels
- [Create and Send Your Credit Guide with DocuSign](https://kb.brokerengine.com.au/en/articles/6388386-create-and-send-your-credit-guide-with-docusign.md): Save time by creating a template
- [Send Credit Guide Using Adobe Acrobat Sign](https://kb.brokerengine.com.au/en/articles/6832036-send-credit-guide-using-adobe-acrobat-sign.md): Save time and use Adobe's e-signature functionality
- [Share a Document for E-signing with DocuSign® and FinanceVault](https://kb.brokerengine.com.au/en/articles/6134705-share-a-document-for-e-signing-with-docusign-and-financevault.md): Upload documents and send them through the Client Portal

## Checklists

- [Settlement Checklist](https://kb.brokerengine.com.au/en/articles/9290318-settlement-checklist.md): Streamline your processes and ensure important steps are not missed
- [Introduction to Checklists](https://kb.brokerengine.com.au/en/articles/9290270-introduction-to-checklists.md): Streamline your processes and ensure important steps are not missed
- [Adding an AIA Referral Step to Your Checklist](https://kb.brokerengine.com.au/en/articles/12263401-adding-an-aia-referral-step-to-your-checklist.md): This article shows you how to add a new checklist item for discussing life insurance and sending an AIA referral, complete with a tooltip link to the AIA referral website
- [Introduction to Checklists - Classic UI](https://kb.brokerengine.com.au/en/articles/2421485-introduction-to-checklists-classic-ui.md): Streamline your processes and ensure important steps are not missed
- [Settlement Checklist & Advice - Classic UI](https://kb.brokerengine.com.au/en/articles/2557755-settlement-checklist-advice-classic-ui.md): Use the BrokerEngine checklist to ensure a smooth transfer
- [Ready For Settlement Checklist](https://kb.brokerengine.com.au/en/articles/2567156-ready-for-settlement-checklist.md): Learn how to prepare for a bank settlement
- [Using the Formal Approval Checklist - Classic UI](https://kb.brokerengine.com.au/en/articles/2557738-using-the-formal-approval-checklist-classic-ui.md): Complete the checklist first and then mark the task complete
- [Customise Checklists](https://kb.brokerengine.com.au/en/articles/2779550-customise-checklists.md): Provide process guidance for your entire broker group

## Track your work

- [Use Global Search](https://kb.brokerengine.com.au/en/articles/2567150-use-global-search.md): Look for a specific client or card
- [BrokerVision: Metrics](https://kb.brokerengine.com.au/en/articles/6473784-brokervision-metrics.md): Information on metrics within BrokerEngine
- [Create a Proposal Template - Classic UI](https://kb.brokerengine.com.au/en/articles/4857350-create-a-proposal-template-classic-ui.md): Tools to build a custom template
- [Edit a Smart Doc Template](https://kb.brokerengine.com.au/en/articles/5068444-edit-a-smart-doc-template.md): Learn how to customise templates
- [Insert a Product Scenario into a Smart Doc](https://kb.brokerengine.com.au/en/articles/6260761-insert-a-product-scenario-into-a-smart-doc.md): Help clients make smart decisions with a comparison table
- [Add a Funding Diagram to a Proposal Template - Classic UI](https://kb.brokerengine.com.au/en/articles/5027493-add-a-funding-diagram-to-a-proposal-template-classic-ui.md): Insert a visual aid
- [Create a Smart Doc Template](https://kb.brokerengine.com.au/en/articles/9418217-create-a-smart-doc-template.md): Tools to build a custom template
- [Find a Card](https://kb.brokerengine.com.au/en/articles/2404444-find-a-card.md): Search and filter any board
- [Deals Dashboard Overview](https://kb.brokerengine.com.au/en/articles/2387841-deals-dashboard-overview.md): A quick tour of features and tools
- [Copy an Existing Lead or Deal - Classic UI](https://kb.brokerengine.com.au/en/articles/5584750-copy-an-existing-lead-or-deal-classic-ui.md): Save time by cloning a card
- [Customise a Board](https://kb.brokerengine.com.au/en/articles/6332049-customise-a-board.md): Create boards and stages that match your workflow
- [Manage the Owner/Broker of a Deal or Lead Card - Classic UI](https://kb.brokerengine.com.au/en/articles/5334531-manage-the-owner-broker-of-a-deal-or-lead-card-classic-ui.md): Add a broker to a new card or change the assignment on an existing deal or lead
- [How to Filter Board Cards by Team](https://kb.brokerengine.com.au/en/articles/4506163-how-to-filter-board-cards-by-team.md): Save time locating important cards
- [Filter a Board by Team Role and User](https://kb.brokerengine.com.au/en/articles/6794582-filter-a-board-by-team-role-and-user.md): Display cards with a specific user and team role
- [Adding a Note to a Deal - Classic UI](https://kb.brokerengine.com.au/en/articles/2421512-adding-a-note-to-a-deal-classic-ui.md): This article will explain how to add a Note to a deal, so you have a record of the actions you have taken.
- [Use Loan Splits to Apply Tags](https://kb.brokerengine.com.au/en/articles/4767494-use-loan-splits-to-apply-tags.md): Segment clients for a marketing campaign
- [Find Archived Leads or Deals](https://kb.brokerengine.com.au/en/articles/6966811-find-archived-leads-or-deals.md): Reactivate old cards
- [Clone or Duplicate an Existing Lead or Deal Card](https://kb.brokerengine.com.au/en/articles/9381283-clone-or-duplicate-an-existing-lead-or-deal-card.md): Save time by cloning a card
- [Manage the Owner / Broker of a Deal or Lead Card](https://kb.brokerengine.com.au/en/articles/9381981-manage-the-owner-broker-of-a-deal-or-lead-card.md): Add a broker or change the assignment

## Automate your work

- [Use Templates to Increase Efficiency - Classic UI](https://kb.brokerengine.com.au/en/articles/4327762-use-templates-to-increase-efficiency-classic-ui.md): Save time and do more
- [Fixed Rate Lock using 1-Click-Workflows and Checklist - Classic UI](https://kb.brokerengine.com.au/en/articles/4327770-fixed-rate-lock-using-1-click-workflows-and-checklist-classic-ui.md): The Fixed Rate Lock edition of how to use 1-Click-Workflows & Checklists to ensure important steps in the application process aren't missed.
- [Create a Custom Workflow](https://kb.brokerengine.com.au/en/articles/3824678-create-a-custom-workflow.md): Builld a workflow from scratch
- [What Can I Build into a Workflow?](https://kb.brokerengine.com.au/en/articles/3791439-what-can-i-build-into-a-workflow.md): Just about anything you want
- [Use Workflow Trigger Conditions](https://kb.brokerengine.com.au/en/articles/3848420-use-workflow-trigger-conditions.md): Start automated workflows when a specific condition is met
- [Workflow Diagram](https://kb.brokerengine.com.au/en/articles/5678371-workflow-diagram.md): Get a quick overview of your workflow structure
- [Auto Assign Tasks Using Workflows - Classic UI](https://kb.brokerengine.com.au/en/articles/5239061-auto-assign-tasks-using-workflows-classic-ui.md): Automatically set tasks for specific team members
- [Learn about Workflow Automations](https://kb.brokerengine.com.au/en/articles/6711098-learn-about-workflow-automations.md): A powerful tool that systemises processes
- [Add Steps to a Workflow](https://kb.brokerengine.com.au/en/articles/6735079-add-steps-to-a-workflow.md): Automate a process in BrokerEngine
- [Workflow Triggers](https://kb.brokerengine.com.au/en/articles/6862556-workflow-triggers.md): Start automations in BrokerEngine
- [Workflow Time Delays](https://kb.brokerengine.com.au/en/articles/6865039-workflow-time-delays.md): Inject a pause into an automated workflow
- [Auto-Assign Tasks Using Workflows](https://kb.brokerengine.com.au/en/articles/9373653-auto-assign-tasks-using-workflows.md): Automatically set tasks for specific team members
- [Use 1-Click Workflows - Classic UI](https://kb.brokerengine.com.au/en/articles/2472786-use-1-click-workflows-classic-ui.md): Bullet-proof complex deals
- [Use 1-Click Workflows](https://kb.brokerengine.com.au/en/articles/9373521-use-1-click-workflows.md): Bullet-proof complex deals
- [Fixed Rate Lock and Checklists](https://kb.brokerengine.com.au/en/articles/9411918-fixed-rate-lock-and-checklists.md): Learn how to confirm client decisions
- [Use Images and Tables in Email Templates](https://kb.brokerengine.com.au/en/articles/4451436-use-images-and-tables-in-email-templates.md): Customise your email templates
- [Use Mail Merge Fields in the Subject Line of an Email Template - Classic UI](https://kb.brokerengine.com.au/en/articles/6317048-use-mail-merge-fields-in-the-subject-line-of-an-email-template-classic-ui.md): Add more personalisation to your email templates
- [3 Options for Managing Email Communications with Clients - Classic UI](https://kb.brokerengine.com.au/en/articles/8483426-3-options-for-managing-email-communications-with-clients-classic-ui.md): Choose the best option for each context
- [Customise Content in Mail Merge Fields - Classic UI](https://kb.brokerengine.com.au/en/articles/6810545-customise-content-in-mail-merge-fields-classic-ui.md): Change the information a published field displays

## Integrate other tools with BrokerEngine

- [FinanceVault + Illion BankStatements Integration](https://kb.brokerengine.com.au/en/articles/6877777-financevault-illion-bankstatements-integration.md): Simplify requests for supporting documents
- [FinanceVault + Cashdeck Integration](https://kb.brokerengine.com.au/en/articles/4328247-financevault-cashdeck-integration.md): Help clients submit bank statements online
- [Toggl Integration](https://kb.brokerengine.com.au/en/articles/3640301-toggl-integration.md): Track time on task
- [Integrate BrokerEngine and Suite360](https://kb.brokerengine.com.au/en/articles/8487800-integrate-brokerengine-and-suite360.md): Connect brokers and clients
- [Integrate DocuSign® with BrokerEngine](https://kb.brokerengine.com.au/en/articles/6102807-integrate-docusign-with-brokerengine.md): Send documents from BrokerEngine for e-signing
- [Use Phone Authentication with DocuSign](https://kb.brokerengine.com.au/en/articles/6588776-use-phone-authentication-with-docusign.md): Improve sender identity security
- [How Clients Should E-sign a Document in FinanceVault](https://kb.brokerengine.com.au/en/articles/6134706-how-clients-should-e-sign-a-document-in-financevault.md): This article covers how clients should e-sign documents in FinanceVault using DocuSign
- [DocuSign Troubleshooting](https://kb.brokerengine.com.au/en/articles/6572002-docusign-troubleshooting.md): Find and fix issues and problems
- [Send credit guide with a non-integrated esignature provider](https://kb.brokerengine.com.au/en/articles/7031889-send-credit-guide-with-a-non-integrated-esignature-provider.md): Use an external provider's e-signature functionality to get your clients to sign your client guide
- [Disable Email Notifications in DocuSign](https://kb.brokerengine.com.au/en/articles/6624794-disable-email-notifications-in-docusign.md): Modify settings that control document signer notifications
- [Use Document Templates in DocuSign](https://kb.brokerengine.com.au/en/articles/6586879-use-document-templates-in-docusign.md): Save time by creating date and signing fields
- [Create a Doc Stack for a DocuSign Template](https://kb.brokerengine.com.au/en/articles/6646980-create-a-doc-stack-for-a-docusign-template.md): Streamline requests for client e-signatures
- [Integrate Zapier with BrokerEngine](https://kb.brokerengine.com.au/en/articles/3431549-integrate-zapier-with-brokerengine.md): Connect BrokerEngine with your favourite tools
- [Set Up the Deal/Lead Email in Your Contacts](https://kb.brokerengine.com.au/en/articles/4309757-set-up-the-deal-lead-email-in-your-contacts.md): Use a zap to tranfer contact info
- [BrokerEngine + Zapier, Try Call & Calendly](https://kb.brokerengine.com.au/en/articles/4328236-brokerengine-zapier-try-call-calendly.md): Use apps to generate new business
- [Integrate FLEX with BrokerEngine](https://kb.brokerengine.com.au/en/articles/5754809-integrate-flex-with-brokerengine.md): Copy deal or lead information from BrokerEngine to FLEX
- [How BrokerEngine Pushes Data to FLEX](https://kb.brokerengine.com.au/en/articles/5896908-how-brokerengine-pushes-data-to-flex.md): Understand when you can copy data to FLEX and which information will be copied
- [Push a Lead or Deal to FLEX](https://kb.brokerengine.com.au/en/articles/6423348-push-a-lead-or-deal-to-flex.md): Copy details to AFG's FLEX
- [Push a Note to FLEX](https://kb.brokerengine.com.au/en/articles/6490847-push-a-note-to-flex.md): Copy notes from a lead or deal to a FLEX opportunity or application
- [Push a FinanceVault Fact Find to FLEX](https://kb.brokerengine.com.au/en/articles/6481461-push-a-financevault-fact-find-to-flex.md): Save time by copying a completed client Fact Find to FLEX
- [Link a lead or deal to a FLEX opportunity or application](https://kb.brokerengine.com.au/en/articles/6524850-link-a-lead-or-deal-to-a-flex-opportunity-or-application.md): Copy notes from a lead or deal to the correct entity in FLEX
- [Push products to FLEX](https://kb.brokerengine.com.au/en/articles/7226968-push-products-to-flex.md)
- [Prevent Duplicate Contacts with BrokerEngine's FLEX Integration](https://kb.brokerengine.com.au/en/articles/6239915-prevent-duplicate-contacts-with-brokerengine-s-flex-integration.md): Connect a new opportunity to an existing FLEX contact before a BrokerEngine sync
- [Merge Duplicate Contacts in FLEX](https://kb.brokerengine.com.au/en/articles/6478203-merge-duplicate-contacts-in-flex.md): Combine records created during a sync
- [Disconnect a lead or deal from FLEX](https://kb.brokerengine.com.au/en/articles/6529236-disconnect-a-lead-or-deal-from-flex.md): Break the link between a lead or deal in BrokerEngine and an opportunity or application in FLEX
- [Locate your FLEX ID](https://kb.brokerengine.com.au/en/articles/9354606-locate-your-flex-id.md): How to locate your FLEX ID for setting up your FLEX integration in BrokerEngine
- [Integrate Quickli with BrokerEngine](https://kb.brokerengine.com.au/en/articles/5873451-integrate-quickli-with-brokerengine.md): Run home loan servicing calculations
- [Using Quickli Servicing Calculator](https://kb.brokerengine.com.au/en/articles/6422717-using-quickli-servicing-calculator.md): Create or link a scenario within a Deal or Lead
- [Integrate Move Me In with BrokerEngine](https://kb.brokerengine.com.au/en/articles/5401502-integrate-move-me-in-with-brokerengine.md): Help your clients and earn referral fees
- [Refer clients to Move Me In for home connections](https://kb.brokerengine.com.au/en/articles/5515513-refer-clients-to-move-me-in-for-home-connections.md): Incorporate home internet, electricity, phone, and gas connections into your home loans process
- [Automate Move Me In Referral Tasks](https://kb.brokerengine.com.au/en/articles/6471271-automate-move-me-in-referral-tasks.md): Add referral reminders to the workflow
- [Setting up Connective Mercury integration in BrokerEngine](https://kb.brokerengine.com.au/en/articles/5027491-setting-up-connective-mercury-integration-in-brokerengine.md): This article explains how to connect BrokerEngine with Connective Mercury to allow the systems to talk to each other.
- [Sync deal to Mercury: Which details sync to Mercury?](https://kb.brokerengine.com.au/en/articles/5471626-sync-deal-to-mercury-which-details-sync-to-mercury.md)
- [Current Mercury Integration Capabilities](https://kb.brokerengine.com.au/en/articles/5716324-current-mercury-integration-capabilities.md): A Table of our Current Mercury Integration Capabilities
- [Creating an Opportunity in Mercury from a deal in BrokerEngine](https://kb.brokerengine.com.au/en/articles/5027586-creating-an-opportunity-in-mercury-from-a-deal-in-brokerengine.md)
- [Syncing Mercury Statuses to BrokerEngine](https://kb.brokerengine.com.au/en/articles/5279037-syncing-mercury-statuses-to-brokerengine.md): Stages inside a BrokerEngine deal are updated whenever you change the status of the opportunity in Mercury.
- [Sync New Notes in BrokerEngine to Mercury](https://kb.brokerengine.com.au/en/articles/5039533-sync-new-notes-in-brokerengine-to-mercury.md): Sync notes in BrokerEngine to Connective-Mercury following these easy steps.
- [Lookup existing contact in Mercury when creating a new deal in BrokerEngine](https://kb.brokerengine.com.au/en/articles/5334572-lookup-existing-contact-in-mercury-when-creating-a-new-deal-in-brokerengine.md)
- [Link or unlink opportunity in Mercury](https://kb.brokerengine.com.au/en/articles/5341091-link-or-unlink-opportunity-in-mercury.md)
- [Troubleshooting Mercury Integration](https://kb.brokerengine.com.au/en/articles/5754706-troubleshooting-mercury-integration.md)
- [Use SMS Templates](https://kb.brokerengine.com.au/en/articles/7170934-use-sms-templates.md): Save and automate messages
- [Customizing your touchSMS](https://kb.brokerengine.com.au/en/articles/7193859-customizing-your-touchsms.md): Send text messages from a virtual number within BrokerEngine
- [SMS Templates](https://kb.brokerengine.com.au/en/articles/7219470-sms-templates.md): Develop consistent text messaging for your clients
- [Integrate touchSMS with BrokerEngine](https://kb.brokerengine.com.au/en/articles/7062293-integrate-touchsms-with-brokerengine.md): Send notifications to clients using an external SMS service

## Customise the look and feel of BrokerEngine

- [Add and Manage Broker Brands](https://kb.brokerengine.com.au/en/articles/5753128-add-and-manage-broker-brands.md): Assign a secondary brand to leads and deals
- [Custom Logo Requirements](https://kb.brokerengine.com.au/en/articles/6324070-custom-logo-requirements.md): How to format your logo appropriately for adding as a custom logo within the BrokerEngine app
- [DealDash Tips and Tricks](https://kb.brokerengine.com.au/en/articles/10285070-dealdash-tips-and-tricks.md): UI updates

## Custom Workflow 

- [3 Options for Managing Email Communications with Clients](https://kb.brokerengine.com.au/en/articles/9372791-3-options-for-managing-email-communications-with-clients.md): Choose the best email option for any context

## FinanceVault \(Client Portal\)

- [FinanceVault -Client Information Privacy](https://kb.brokerengine.com.au/en/articles/7006995-financevault-client-information-privacy.md)
- [Check Document Request Progress on the Client Portal](https://kb.brokerengine.com.au/en/articles/9446932-check-document-request-progress-on-the-client-portal.md): Review FinanceVault documents completed by clients
- [Manage Finance Vault Email Settings](https://kb.brokerengine.com.au/en/articles/9746940-manage-finance-vault-email-settings.md): Find and customize key fields
- [FinanceVault Timeline](https://kb.brokerengine.com.au/en/articles/9757999-financevault-timeline.md): Help clients see the big picture
- [How to set up your FinanceVault Status Tracking](https://kb.brokerengine.com.au/en/articles/6983573-how-to-set-up-your-financevault-status-tracking.md)

## Credit Proposal & Lodgement

- [Credit Proposal & Lodgement FAQs](https://kb.brokerengine.com.au/en/articles/10016862-credit-proposal-lodgement-faqs.md): AOL submission questions and answers
- [Generate a Credit Proposal](https://kb.brokerengine.com.au/en/articles/9961974-generate-a-credit-proposal.md): Streamline loan information in one package
- [Lodge to Apply Online](https://kb.brokerengine.com.au/en/articles/9986231-lodge-to-apply-online.md): Submit a loan application online
- [Lodgement Funding Position - Default and Multiple Funding Position Management](https://kb.brokerengine.com.au/en/articles/9716937-lodgement-funding-position-default-and-multiple-funding-position-management.md)
- [Lodgement Funding Overview](https://kb.brokerengine.com.au/en/articles/9725607-lodgement-funding-overview.md): Save time by importing Fact Find data
- [Locating Lodgement Funding](https://kb.brokerengine.com.au/en/articles/9720387-locating-lodgement-funding.md): Discover what's new
- [Product Scenario for Credit Proposal & Lodgement](https://kb.brokerengine.com.au/en/articles/10061835-product-scenario-for-credit-proposal-lodgement.md): Ensure you've completed all the necessary steps selecting a product to be able to generate a credit proposal and lodge to apply online.
- [Key Considerations - Credit Proposal & Lodgement](https://kb.brokerengine.com.au/en/articles/10095595-key-considerations-credit-proposal-lodgement.md): Key considerations and current requirements when using these features
- [Lodging an Application via Simpology](https://kb.brokerengine.com.au/en/articles/10434410-lodging-an-application-via-simpology.md): Walking you through the key differences for lodging via Simpology in BrokerEngine.
- [Process a Manual Submission](https://kb.brokerengine.com.au/en/articles/10575174-process-a-manual-submission.md)
- [Duplicating Apply Online Data for Multi-Stage Deals](https://kb.brokerengine.com.au/en/articles/10575164-duplicating-apply-online-data-for-multi-stage-deals.md)

## Fact Find

- [Adding a Fact Find Template to Document Stacks](https://kb.brokerengine.com.au/en/articles/5205780-adding-a-fact-find-template-to-document-stacks.md): This article will walk you through on how to add a Fact Find template to your Document Category Stacks template.
- [Fact Find Overview- Newest Version](https://kb.brokerengine.com.au/en/articles/8850056-fact-find-overview-newest-version.md): Tour the new template design and features
- [Fact Find FLEX Syncing Fields](https://kb.brokerengine.com.au/en/articles/9973262-fact-find-flex-syncing-fields.md): Get familiar with the fields on the new Fact Find that are able to sync with FLEX.
- [Create a Guarantor for Home Loans](https://kb.brokerengine.com.au/en/articles/10287467-create-a-guarantor-for-home-loans.md): Send a Fact Find and protect privacy
- [Use the Broker Side Fact Find](https://kb.brokerengine.com.au/en/articles/9506134-use-the-broker-side-fact-find.md): Smarter data access inside the deal card

## Funding Position

- [Introduction to Funding Positions](https://kb.brokerengine.com.au/en/articles/6978863-introduction-to-funding-positions.md): Learn why you should use funding positions
- [Funding Positions for a Purchase and Refinance with Standalone Securities](https://kb.brokerengine.com.au/en/articles/6978892-funding-positions-for-a-purchase-and-refinance-with-standalone-securities.md): Leverage equity to create a deposit for a second purchase
- [Funding Positions Tips and Tricks - Import and Insert](https://kb.brokerengine.com.au/en/articles/6978903-funding-positions-tips-and-tricks-import-and-insert.md): Learn how import a funding position and insert positions into a proposal
- [Funding Positions: Create Client Advices](https://kb.brokerengine.com.au/en/articles/6978902-funding-positions-create-client-advices.md): Manually generate reports from an updated position
- [Funding Position: Top Up to Release Equity to Fund a Purchase. Standalone Securities](https://kb.brokerengine.com.au/en/articles/6978901-funding-position-top-up-to-release-equity-to-fund-a-purchase-standalone-securities.md): Securitize an asset to finance a property purchase
- [Create Funding Positions for Multiple Securities \(Crossed\), Purchase and Refinance](https://kb.brokerengine.com.au/en/articles/6978891-create-funding-positions-for-multiple-securities-crossed-purchase-and-refinance.md): Securitize an asset to finance a property purchase
- [Clone Funding Positions and Work with Different Deal Types - Classic UI](https://kb.brokerengine.com.au/en/articles/6978870-clone-funding-positions-and-work-with-different-deal-types-classic-ui.md): Save time answering client questions by duplicating a position
- [Funding Position Examples](https://kb.brokerengine.com.au/en/articles/6406847-funding-position-examples.md): Set up complex loan structures with ease
- [Add a Funding Diagram to a Smart Doc Template](https://kb.brokerengine.com.au/en/articles/9417786-add-a-funding-diagram-to-a-smart-doc-template.md): Insert a visual aid
- [Create a Funding Position Diagram](https://kb.brokerengine.com.au/en/articles/9446787-create-a-funding-position-diagram.md): Help clients visualise their loan structure
- [View Funding Positions](https://kb.brokerengine.com.au/en/articles/9446801-view-funding-positions.md): Open funding positions created for a lead or deal

## Product Scenarios

- [Scenario Overview](https://kb.brokerengine.com.au/en/articles/6042604-scenario-overview.md): An overview of using our scenario tool
- [Customise a Product Scenario](https://kb.brokerengine.com.au/en/articles/8842404-customise-a-product-scenario.md): Hide or display product information
- [Create a Product Scenario](https://kb.brokerengine.com.au/en/articles/9446912-create-a-product-scenario.md): Present your client with excellent product options

## Proposals 

- [Create a Table within a Smart Doc Template](https://kb.brokerengine.com.au/en/articles/8817371-create-a-table-within-a-smart-doc-template.md): Add a table to organise information

## Deals Dashboard

- [Deals Dashboard Stages Explained](https://kb.brokerengine.com.au/en/articles/2387846-deals-dashboard-stages-explained.md): Review the stages from application to submission
- [Deal Detail Screen Overview](https://kb.brokerengine.com.au/en/articles/2404465-deal-detail-screen-overview.md): Navigate the window and access deal tools with ease
- [Classic Deal Details \> New Deal Details Comparison](https://kb.brokerengine.com.au/en/articles/9219311-classic-deal-details-new-deal-details-comparison.md): A table of where features on the Classic Deal Details view were vs where they are now in our New Deal Details view.
- [Add a Note to a Leal or Deal Card](https://kb.brokerengine.com.au/en/articles/9411934-add-a-note-to-a-leal-or-deal-card.md): Create a digital paper trail of important interactions
- [New Deal Details Screen](https://kb.brokerengine.com.au/en/articles/9114705-new-deal-details-screen.md)
- [Understand Dashboards](https://kb.brokerengine.com.au/en/articles/6918632-understand-dashboards.md): Manage work and track card progress

## Emails & Email Templates

- [Create an Email Template](https://kb.brokerengine.com.au/en/articles/6751552-create-an-email-template.md): Automate routine processes
- [Edit or Customise an Email Template](https://kb.brokerengine.com.au/en/articles/6751714-edit-or-customise-an-email-template.md): Update standalone and integrated email templates
- [Merge Fields](https://kb.brokerengine.com.au/en/articles/6806994-merge-fields.md): Use information from BrokerEngine in templates
- [Create an Email Alias](https://kb.brokerengine.com.au/en/articles/8254061-create-an-email-alias.md): Use additional email addresses in BrokerEngine
- [Set Up Your Email Outbox](https://kb.brokerengine.com.au/en/articles/5765499-set-up-your-email-outbox.md): Integrate your domain and send email from BrokerEngine
- [Create a Digital Email Signature](https://kb.brokerengine.com.au/en/articles/6808083-create-a-digital-email-signature.md): Add a digital image of your signature or brand logo
- [Customise Content in Mail Merge Fields](https://kb.brokerengine.com.au/en/articles/9372438-customise-content-in-mail-merge-fields.md): Change the information a published field displays
- [Use Mail Merge Fields in the Subject Line of an Email Template](https://kb.brokerengine.com.au/en/articles/9372800-use-mail-merge-fields-in-the-subject-line-of-an-email-template.md): Add more personalisation to your email templates
- [Use Templates to Increase Efficiency](https://kb.brokerengine.com.au/en/articles/9411921-use-templates-to-increase-efficiency.md): Save time and do more
- [Send an Email](https://kb.brokerengine.com.au/en/articles/9754924-send-an-email.md): Write standalone messages and send them from your BrokerEngine account
- [Create Draft Emails in the Outbox](https://kb.brokerengine.com.au/en/articles/9754920-create-draft-emails-in-the-outbox.md): Write draft messages and send them later

## Review your loan book

- [How To Do a Client Review](https://kb.brokerengine.com.au/en/articles/2745508-how-to-do-a-client-review.md): Proactively offer refinancing or product changes
- [Conduct Proactive Client Reviews](https://kb.brokerengine.com.au/en/articles/3277577-conduct-proactive-client-reviews.md): Never forget another client touchpoint
- [Manually Trigger Reviews](https://kb.brokerengine.com.au/en/articles/4499977-manually-trigger-reviews.md): Update information and generate recommendations
- [Set Up an Automated Birthday Email](https://kb.brokerengine.com.au/en/articles/5229665-set-up-an-automated-birthday-email.md): Boost client loyalty and stay top-of-mind
- [Mark a Loan as Discharged](https://kb.brokerengine.com.au/en/articles/11576569-mark-a-loan-as-discharged.md): Keep your records up to date

## Troubleshooting

- [How to Clear Browser Cache](https://kb.brokerengine.com.au/en/articles/3242552-how-to-clear-browser-cache.md): In this entry, we’ll show you how to clear the browser cache of most major browsers.
- [Troubleshoot Credit Guide & Privacy Consent Error Messages \(Suite360\)](https://kb.brokerengine.com.au/en/articles/9053035-troubleshoot-credit-guide-privacy-consent-error-messages-suite360.md): Resolve credit guide & privacy consent errors
- [Supported browsers and systems](https://kb.brokerengine.com.au/en/articles/10549853-supported-browsers-and-systems.md)

## Useful Resources

- [Useful Resources](https://kb.brokerengine.com.au/en/articles/5622945-useful-resources.md): A series of links to tools and interesting articles and other items for Brokers.
- [Office Hours Recordings](https://kb.brokerengine.com.au/en/articles/4698335-office-hours-recordings.md): Access to our list of recorded Office Hours calls hosted by BrokerEngine Founder, Craig Vaughan.

## General FAQ

- [Billing FAQs](https://kb.brokerengine.com.au/en/articles/7985546-billing-faqs.md): Get answers to your billing questions
- [Merge Duplicate Contacts in BrokerEngine](https://kb.brokerengine.com.au/en/articles/6972091-merge-duplicate-contacts-in-brokerengine.md): Replace an unwanted contact record in a deal
- [Run a Referrer Report](https://kb.brokerengine.com.au/en/articles/9656963-run-a-referrer-report.md): Export a list of all deals currently on the go for your referrers for an efficient way to keep them updated.
- [Join a Live Webinar with our Customer Success Team](https://kb.brokerengine.com.au/en/articles/10287459-join-a-live-webinar-with-our-customer-success-team.md)