12 votes

Design a Living Expenses Template or model that will integrate between what the client provides and FLEX.

Currently, we ask the client to provide a budget template, then we need to transpose that onto another template to record in the FLEX opportunity, and then another to go into the respective lender’s servicing calculator. This is a lot of double handling and takes a lot of time.

Category: Broker Fact Find Don Hogden shared this idea

One Comment

  • Faraz Hassan says:

    I have used Brokerpad which is quite user friendly with the ability to request the documents in one go.
    This doesn’t get locked when the clients filled the information.
    I have received really great feedback from the clients regarding Brokerpad. It would be worthwhile to upgrade the existing Fact find similar to brokerpad.

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