Release Notes

Agents

Edit An Agent’s Commission Details

With this update, an agent’s commission details can now be edited directly from their agent page. Clicking the Commission Detail button forwards users to the...

January 1, 2022

Import Buyer Documents to Transaction Documents

**Note that the Contacts tab is an optional configuration that must be enabled for your site. Not only can you use the Contacts options to add your...

January 1, 2022

Features

Introducing the Tag Bank

The new Tag Bank function allows users to create and manage a repository of commonly applied tags. Instead of manually creating tags every time, users can...

January 1, 2022

Commissions Enhancements

Commission Detail Page Enhancement

Users can now find the names of any buyers and sellers in two new places on the Commission Detail page. The left navigation of the Commission Detail page...

January 1, 2022

Reports

New Dashboard Tiles for Office Production Report

The Office Production Report has been updated with five new tiles: Total Sales Volume, Total Sides, Total GCI, Total Brokerage Gross, and Total Brokerage Net...

January 1, 2022

Features

New Action Icons for Onboarding Projects

The Project Detail page has two new icons available under the Action column: the Update Progress icon and the Complete Task icon. The Update Progress icon...

January 1, 2022

Commissions

Removing the Approved For Commission Tag on a Transaction

Updates to the Commission Detail page mean that users can easily remove an Approved for Commission tag from a pending transaction. The Approved for...

January 1, 2022

Enhancements

Additions to Default Account Settings

The Configuration page’s Default Account Settings tile has two new fields users can utilize to customize their system’s accounting processes. The Default...

January 1, 2022

Listings

eGallery Listing Checkbox Renamed

**The Property Display Feed is only applicable for Sotheby’s International Realty clients and is an optional configuration that must be enabled for your...

January 1, 2022

Commissions Enhancements

Updates to the Agent Commission Detail Page

We have made some exciting updates to the Agent Commission Detail page. This page is now accessed from an Agent’s detail page by clicking the Commission...

January 1, 2022