Eliminate double handling of lead and deal information by pushing it from BrokerEngine to FLEX.

Contents

Prequisites
Connect the Integration
FLEX Integration Information on Dashboard Cards
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Prerequisites 

Have a FLEX account. 

Connect the Integration

1. In BrokerEngine, click your account icon in the bottom left hand corner of any screen.

2. Click Settings

3. Click Integrations in the Settings Pane

4. Scroll down to FLEX and expand the section.

   

5. Enter your Suite360 email, FLEX username and password.

   

6. If you want to copy notes added to leads and deals to FLEX, tick Automatically sync Notes created in BrokerEngine to FLEX.

7. Click Save.

FLEX Integration Information on Dashboard Cards

Once the integration is complete, BrokerEngine will display the FLEX icon under the Sync button within a lead or deal. You can click sync and then FLEX to push the deal to FLEX.

If the deal has already been pushed to FLEX, it will look like this when you click the Sync button:

If you've turned on note sync, BrokerEngine will default to displaying the Add Note & Sync to FLEX button on notes.

Important Note: For support users, please ensure that the brokers you work with have also entered their FLEX credentials into their integrations tab in their settings.

Related articles

Export deal data from FLEX

How BrokerEngine pushes data to FLEX

Push a lead or deal to FLEX

Push a FinanceVault FactFind to FLEX

Push a note to FLEX