Tasks
Admin Portal
Enhancements
Project Enhancements - Activity Log & Quick Complete
With this release, two new functions have been added to the Projects component, enhancing user experience and efficiency. To start, let’s navigate to Projects...
Documents
Features
Enhancements
E-Signature predefined tokens for Listing & Agent Document Lists
With this exciting release, Users are able to customize predetermined fields within Eversign so that information is automatically pulled from the system via...
Marketing
Admin Portal
Agents
Enhancements
Marketing Instruction Editor Add-on
These exciting, new additions to the Marketing Instruction Editor allow for even further customization of Marketing Opportunities for your Brokerage. To...
Commissions
Accounting
Admin Portal
Enhancements
Enhancements to Editing Commission Details
Let’s take a look at a few enhancements that have been made to editing commission details. Navigate to the commission detail page by going to a transaction -...
Admin Portal
Agents
Enhancements
Closing Entities - Referral Company Management
Now, just as Users can manage Closing Entity Companies, they can also create and manage Referral Companies. For obvious reasons, in order for this release to...
Admin Portal
Agents
Enhancements
Using the Global Search feature, users are now able to utilize the MLS ID to quickly locate a specific property or transaction. In this example, we are using...
Commissions
Accounting
Admin Portal
Enhancements
TSS Site Enhancements - Assign Flat Amounts
With this release, you can now assign flat amounts to Mentor / Service Agent / Agent Commission scheduels. When editing commission schedules, you can choose...
Accounting
Admin Portal
Enhancements
TSS Site Enhancement - New status filter
With this release, you can now filter for transactions by status in TSS. These will be found under the dropdown labeled, "select status..."
Commissions
Accounting
Admin Portal
Enhancements
Sales Associate Commission Now Available on "Other Income Transaction"
With this release, this field now shows the gross amount that the Agent made. In the Agent Report, the Net Commission column will reflect the true amount of the...
Commissions
Accounting
Admin Portal
Enhancements
Commission Detail Changes - Agent GCI Override
(Transactions > Edit Transaction > Commission Detail) With this release, you are now able to override GCI, make the splits/changes desired, and the system will...