Agents
Enhancements
Invoicing
Previously, agents could only be activated, or deactivated, on subscriptions. With this release, administrative users can now edit an agent’s subscription....
Data Export Enhancement: Custom Fields on Closed Transactions
Previously the data export tool only supported default Brokerage Engine fields. With this new enhancement, the data export tool can include custom fields....
Agents
Features
Invoicing
Agents Requesting to Split an Invoice
Agents will recognize a new button on Invoices called “Request Split”. This enables agents to chose what percentage co-listers or team members should pay...
New Document Status: “Received”
Now, when documents are emailed to Brokerage Engine, they start in Received status - where compliance staff can split or assign them to the corresponding...
Add Multiple Phone Numbers to Agent Profiles
With this release, we’ve enhanced our default data schema to include support for multiple phone numbers on an agent’s profile. The roster management...
Listings
Commissions
Documents
Enhancements
The Global Search tool in Brokerage Engine is a quick and easy way to find listings, agent profiles, transactions invoices and more. With this release, we’re...
Reports
Agents
Features
Invoicing
Agent Payment Profile Report
Brokerage Engine now provides a comprehensive view into agent payment profile details, including A/R aging report, saved credit card information, autopay...
This new report lets you know when seller reports are being sent to customers. So, no more guessing if the client received their weekly, monthly or bi...
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...