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Process a Manual Submission

  • Updated

Overview

This article provides a step-by-step guide on how to manually submit a deal in BrokerEngine when the deal has already been submitted directly with the lender. This process ensures that the deal is lodged within BrokerEngine and subsequently through Flex to facilitate commission payments.
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Key Considerations

  • This process is similar to lodging a deal directly via Apply Online or Sympology in BrokerEngine, with a few additional steps.

  • The system will require extra details, such as the Lender Lodgement Date and Lender Reference Number.

  • Completing this process ensures that commissions are correctly recorded and paid.
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Video Walkthrough


Step-by-Step Guide

Step 1: Select Manual Submission

  1. Navigate to the submitted deal in BrokerEngine.

  2. Proceed to the submission step.

  3. Select the option to Manually Submit.

Step 2: Enter Required Details

  • The system will prompt you to enter:

    • Lender Lodgement Date

    • Lender Reference Number

  • Once the details are entered, click the Submit button.

  • Confirm the acknowledgement on the next page.

Step 3: Notify AFG to Ensure Commission Payment

  1. After the application has been processed, you need to email AFG with the loan details.

  2. Copy the Flex ID from BrokerEngine.

  3. Send an email to the designated AFG email address with the relevant loan details.

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