Invoice Refund Enhancements
Initiate Braintree payment refunds directly from within the Brokerage Engine interface. New functionality has been added to enable users with the accounting...
Commission Workflow Updates
An update to the default flow of statuses when processing a commission. Users of the Commissions module should note that we have made an update to the...
Tasks
Admin Portal
Enhancements
Users with System level permissions now have the ability to completely customize task categories within Brokerage Engine. Task management is at the core of...
Broker 360 Report Enhancements
Define custom date ranges to report on and get detailed insights from a specific point in time. Year-to-date is great, but sometimes you need to take a...
Transaction Management Beta v2.0
Stay on top of important dates and to-dos – all backed by Brokerage Engine’s powerful document compliance. Today, we are proud to share our progress made on...
Commissions
Documents
Enhancements
Multiple Buyers + Sellers on Transactions
By popular demand, Transactions now support attaching multiple buyer and/or seller profiles. Transactions can be complicated web of individuals and...
Import Listing Documents to a Transaction
Seamlessly transfer documents from a listing checklist, to a transaction, in seconds. Listings are great, a listing that becomes a transaction is even...
For those who are data geeks, like ourselves, this one is for you. Does your heart swell with excitement by reading the words "comma separated values"? If...
Upload and Split Performance Enhancement
The Upload and Split tool now supports up-to 700 pages. By now, users of the Brokerage Engine Documents module know the Upload & Split tool well. It's...
Add Notes and Reorder Document Lists
Improved communication and greater control over document checklists. The feature's name really speaks for itself, doesn't it? You asked and we made it a...