System Usage Report Enhancement: Last Login Timestamp
We’ve now enhanced the System Usage report to not only include users who last logged in within a given period of time, but also show the exact date and time of...
Agent Access to CDAs and Breakdowns
We’ve now made it possible for agents to access their own CDAs and breakdowns, right from their agent portal. One of Brokerage Engine’s best features is its...
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. The...
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...
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...
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...