The Broker Wizard gives you an efficient and uniform process to hand over all the essential information your processing team needs to complete submission and track the deal to settlement. Completing the Broker Wizard minimizes the back-and-forth between team and broker, reduces errors, and sets up the deal for future automation.
The Broker Wizard is generally the last step on the Leads board when the client has committed to proceeding with their application.
Contents
Prerequisites
Video walkthrough
Completing the BrokerWizard
Downloading the deal submission guide
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Prerequisites
- Know how to create a funding position.
- Know how to create a lead or deal card
Video Walkthrough
Completing the BrokerWizard
1. Open the lead or deal card you are wanting to handover in full view mode.
2. Expand Lodgement on the left hand side bar
3. Click BrokerWizard
4. Complete steps 1-17
BrokerEngine auto-saves your responses. You can stop and then return to the wizard at any time.
Downloading the deal submission guide
Once the wizard is complete, move the deal to the appropriate stage on the Deals board. BrokerEngine auto-generates a task for the team to download the Deal Submission Guide, which is the output from the Broker Wizard.
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Finance & Settlement Date Calculator
Convert a Lead into a Deal