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How BrokerEngine Syncs Data to FLEX

  • Updated

Once you have integrated FLEX with BrokerEngine, you can copy information from BrokerEngine to FLEX in a single data sync.

Note: This integration currently does not continually update information between BrokerEngine and FLEX. The integration allows a one-way information sync from BrokerEngine that creates a new record in FLEX.

Warning: We're working on an expanded FLEX integration, so the information in this article may change over time.

In This Article

  1. Understanding Data Sync Types
  2. Reviewing Board Card Sync
  3. Reviewing Fact Find Syncs
  4. Reviewing Note Data Pushes

Step-by-Step Guide

Work through these sections to understand BrokerEngine's data sync to FLEX:

Step 1 — Understanding Data Sync Types

BrokerEngine can sync different types of data to FLEX. Because the integration is still in the beta phase, BrokerEngine needs to run each type of data sync individually. That means you might need to sync different types of data multiple times to FLEX for a single lead or deal card.

BrokerEngine can sync data to FLEX from three asset types:

  • Board card — Copy across lead or deal card information. Start the sync by clicking the FLEX icon at the top of the card in full view mode.
  • Fact Find — Copy across applicant information from a Fact Find filled out by clients. Start the sync from the completed Fact Find in the Client Portal.
  • Note — Copy across a note just added to a board card that is already linked to FLEX.

Note: BrokerEngine cannot pull information about opportunities and applications from FLEX. Data sync goes one way — from BrokerEngine to FLEX.

Step 2 — Reviewing Board Card Sync

BrokerEngine gives you two data sync options from a board card:

  • New FLEX Opportunity — Create an opportunity in FLEX, link contacts and products if appropriate, and copy over information from BrokerEngine.
  • Link existing FLEX ID — BrokerEngine adds the opportunity or application FLEX ID to the card but does not update any lead or deal information.

New opportunity

If you choose to create a new opportunity in FLEX, BrokerEngine sends this information:

  • People linked to the lead or deal — If the BrokerEngine contact contains a FLEX ID, BrokerEngine updates the existing contact record in FLEX. Otherwise, BrokerEngine creates a new contact.
  • The lead or deal itself — BrokerEngine creates a new opportunity record in FLEX and copies information from the board card.
  • Property involved in the lead or deal.
  • Products linked to the lead or deal — If a product is tracked by BrokerEngine and available in FLEX, BrokerEngine creates a FLEX link marked CONSIDERED or SELECTED.

Step 3 — Reviewing Fact Find Syncs

During a Fact Find sync, BrokerEngine updates these information types:

  • People who filled out the Fact Find — If the BrokerEngine contact contains a FLEX ID, BrokerEngine updates the existing contact record in FLEX.
  • All Fact Find Details

Step 4 — Reviewing Note Data Pushes

During a note push, BrokerEngine sends:

  • A note just added to the card — BrokerEngine generates a note and associates it with the relevant opportunity or application record in FLEX. This association is only established after BrokerEngine completes a card data push.

You can push data from a note as many times as required. Each data push creates a new note record in FLEX attached to an opportunity or application.

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