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Send, Link and Update Contacts - BrokerEnginePlus to FLEX

  • Updated

The Link and Send Contacts to Flex feature ensures that contacts created in BrokerEngine are automatically connected and updated in real time with Flex.

In This Article

  1. How It Works
  2. Create a New Contact
  3. Marketing Preferences
  4. Update Contacts
  5. Limitations
  6. Support

Prerequisites

Integrate BrokerEngine with Suite360

Video Walkthrough

Step-by-Step Guide

Follow these steps to link and sync contacts:

Step 1 — How It Works

  • Automatic Search: Whenever a contact is created or updated in BrokerEngine, the system searches Flex for matching records.
  • Linking Contacts: If a match is found, select and link the BrokerEngine contact to the existing Flex record. If no match is found, a new Flex ID is created instantly.
  • Automatic Updates: Any changes made to a contact in BrokerEngine automatically push through to Flex.
  • Marketing Integration: From the moment a client is created in BrokerEngine, the contact can be included in SMART Marketing campaigns in FLEX.
  • Future-Ready: The feature prepares brokers for upcoming functionality that depends on Flex contacts (e.g., Equifax credit reporting).

Step 2 — Create a New Contact

  1. From the BrokerEngine homepage, create a new deal and add an applicant.
  2. When you click Create Contact, BrokerEngine searches Flex for potential matches.
  3. If matches are found, select the correct contact and click Link Flex ID.
  4. If no matches are found, select Create New Flex ID.

Warning: If you try to link without selecting a contact, an error message will appear.

If the system finds no possible matches, it will automatically create a new Flex ID for the contact.

Step 3 — Marketing Preferences

A checkbox option in the contact creation modal allows you to include or exclude the client from marketing communications. By default, the contact is unticked (included) until you opt out.

 

Step 4 — Update Contacts

Updates in BrokerEngine push automatically to Flex.

Note: This is a one-way push. Updates made in Flex do not push back to BrokerEngine.

Step 5 — Limitations

  • One-Way Push: Updates flow from BrokerEngine → Flex only.
  • Complete Address Required: Addresses must be fully completed for successful linking.
  • Integration Dependencies: Suite360 must be integrated, and Flex permissions must be correctly assigned to admin staff.

Step 6 — Support

If you encounter issues with linking or updates not appearing, please reach out to the BrokerEngine Support Team through the chat bubble or support@brokerengine.com.au.

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