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Options for Extracting Data from BrokerEngine

There are multiple ways to extract data from BrokerEngine to support CRM integrations, reporting, analytics, and marketing activities. The right option will depend on your volume, technical capability, and whether you require one-off exports or automated data flows.

Self-service options

Option 1: Export from BrokerEngine (bulk CSV)

Description
Manually export bulk data directly from the BrokerEngine application in CSV format, which can then be uploaded into your system of choice.

This option is best suited to ad-hoc exports or smaller datasets.

Export contacts

  1. Navigate to Contacts.
  2. Apply filters and customise columns as required.
  3. Select Export View.

Video Walkthrough:
 

Export leads / deals

  1. Navigate to Boards.
  2. Switch the view to List.
  3. Apply filters and customise columns as required.
  4. Select Export View.

Video Walkthrough: 
 

Notes

  • Exports must be run separately for each board.
  • Active and archived deals must be exported independently.

Export loan splits

  1. Navigate to Loan Splits.
  2. Apply filters and customise columns as required.
  3. Select Download Spreadsheet.

Note
Each loan split is exported as a separate row.

Export referrals for a referrer

  1. Navigate to Contacts and locate the referrer.
  2. Select Edit.
  3. Open the Referrals tab.
  4. Select Export View.

Video Walkthrough:


Export records from Metrics

Exports from the Metrics area are currently limited and not intended for full dataset extraction. If you require reporting-grade data, consider one of the alternative options below.

Option 2: Trigger data via Zapier (per record)

Description
Zapier is a third-party automation platform that connects BrokerEngine to other SaaS applications using pre-built triggers and actions, without requiring custom code.

Zaps can be configured to send data when an event occurs (for example, when a deal changes stage, the record is sent to Google Sheets or a CRM).

Notes

  • Data is sent once per trigger (not bulk).
  • A full field list will be published shortly.

More information

Option 3: Export lodged deals via Suite360 Analytics (bulk)

Description
Bulk export all lodged deals using the Analytics platform in Suite360.

  1. Navigate to Analytics.
  2. Open the Lodgement detail tab.
  3. Apply filters as required and export the data.

Note

  • Current exports do not distinguish whether deals were lodged via Flex or BrokerEngine.

Enterprise options

Option 4: Automated SFTP data feed (bulk)

Description
Enterprise organisations can receive a scheduled SFTP (Secure File Transfer Protocol) feed, typically delivered overnight on a daily basis.

Data is provided as raw CSV files and is intended for organisations with the technical capability to ingest, map, and transform the data internally.

Notes

  • Data extracts originate from Flex.
  • Data mappings are provided to support joining and interpreting the extracts.
  • Currently available to strategic groups only.
  • Broader availability is under review and would require an initial setup fee plus an ongoing annual fee.

More information:

Option 5: Read application data via API (per application)

Status: Coming mid 2026

Description
Connect to AFG’s API platform and retrieve full application details using the Read Application API.

Key details

  • Uses the same authentication as Create and Update Application APIs
  • Supports one application per request
  • Available for applications at any stage
  • Accepts a BrokerEngine Application ID
  • Returns a LIXI payload
  • Returns standard API errors (401/403, 404, etc.)
  • Maximum response time: 5 seconds

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