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...
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...
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 deeper...
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...