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 change...
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 monthly...
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 default...
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...
Reports
Agents
Enhancements
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 deeper...
Commissions
Documents
Features
Enhancements
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 the...
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...