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Sync a Fact Find to FLEX

  • Updated

When FLEX is integrated with BrokerEngine, you can send your Fact Find request to your clients via FinanceVault then sync the completed fact find directly to FLEX. This cuts data entry time and ensures your records are accurate across platforms.

In This Article

  1. What Happens in FLEX After the Sync
  2. Disconnecting a Previously Synced Deal
  3. Sync the Fact Find Data to FLEX
  4. Changing Data in FLEX After a Sync
  5. Support

Prerequisites

You must have FLEX integrated with BrokerEngine to sync data to FLEX.

Step-by-Step Guide

Follow these steps to sync a Fact Find to FLEX:

Step 1 — What Happens in FLEX After the Sync

When you sync a Fact Find to FLEX, BrokerEngine creates new opportunity and contact records in FLEX.

Step 2 — Disconnecting a Previously Synced Deal

If the Fact Find belongs to a deal already pushed to FLEX, the sync option will not be available because the deal is already connected to a FLEX opportunity. To sync the Fact Find, disconnect the FLEX deal and then action the sync again.

Step 3 — Sync the Fact Find Data to FLEX

When you're happy with the Fact Find, sync it to FLEX.

1. Click the Fact Find link within the FinanceVault widget within the lead or deal card. The fact find page loads.

2. Within the Fact Find, click the FLEX icon.

3. Click Sync.

4. BrokerEngine displays a pop-up with the sync results and notes about fields you should check and fix manually within FLEX.

Step 4 — Changing Data in FLEX After a Sync

BrokerEngine and FLEX have different data structures. Most data can be transferred to similar fields. However, some complex data relationships won't always transfer correctly.

Duplicate contacts

BrokerEngine creates a new contact record when it pushes a Fact Find to FLEX. If the contact already exists, you have a duplicate record. This is easy to fix: merge the duplicate contact records in FLEX.

Security Properties

Update manually.

Liabilities

Connect Home Loans to the Real Estate asset. Manually enter the Refinance Reason and Exit Cost.

Rental Income

Link to the corresponding Real Estate asset.

Step 5 — Support

If you need help with this feature, contact our Customer Success team. Email support@brokerengine.com.au or click the chat bubble in the bottom corner of your BrokerEngine window and leave a message.

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