Push Products to FLEX

You can sync products to an opportunity in FLEX. In this article, I'll show you how to push products from your BrokerEngine account to your AFG FLEX platform.

Contents

Prerequisites
Syncing products from a deal
Syncing products from a Fact Find
Which product details get pushed through to FLEX?
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Prerequisites

Before pushing products to FLEX:

• Enable FLEX integration with BrokerEngine.

• Create a funding position.

• Create a product scenario and link it to the lead or deal card.

Syncing products from a deal

To sync products to FLEX:

1. Create or open the lead or deal card.

2. Go to the left hand sidebar, expand the Strategy folder, and select a funding position.

3. Confirm you have added products to your loan splits.

4. Click the Sync button in the top right hand corner of your screen. 
5. Click FLEX. A popup displays. 

 

BrokerEngine lists the information it will send to FLEX, including the items in the product scenario. Expand the Products folder and review the list for accuracy.

BrokerEngine describes products as:

• CONSIDERED if they were shortlisted but not highlighted in the product scenario.

• SELECTED if highlighted in the product scenario and added to the funding position.

Review and confirm the products listed under Funding Position. Review the list of products that BrokerEngine can't push to FLEX (e.g. they were added manually by you or your team, or they aren't available in FLEX).

Once you're satisfied with the details, click Go to Sync and Sync Now. BrokerEngine displays the FLEX sync results and the FLEX ID for the new opportunity.

Syncing products from a Fact Find

You can sync products while syncing your Fact Find to FLEX. To push products from your Fact Find, click the FLEX icon after you complete the Fact Find. A new window displays the Fact Find and product details. Expand the FLEX Product Data folder to review the products.

The page displays products considered and selected from your product scenario. It also shows the products you (or your team) added to the funding position.

Optionally, you can stop individual products from syncing to FLEX. Go to the Sync column, click a field, and select Don't Sync. When everything looks good, click the Sync with FLEX button. Once synced, a confirmation window displays.

Which product details get pushed through to FLEX?

• Product name

• LMI Split amount

• Discount

• Interest rates

If the information was entered into the deal, the following fields also push through to FLEX as you sync your Fact Find:

• Loan Amount

• Loan Term

• Loan Category

• Requirements and Objectives

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