New Personnel Data Export Option
Under the Integrations tab, users now have additional selection options for Personnel data exports. Required Modules: none User Permission Levels: Admin, System
New Comments Button Added to Commission Detail Page
We have added a new Comments button to the Commission Detail page. Located at the bottom of the left navigation tile, clicking the button opens the View...
Terminating Agent User Accounts
On an Agent’s Detail page, users can now utilize the Terminate button to terminate an Agent’s account access in the system. Once clicked, the button triggers...
New Referral Warning Icon
On the Commission Detail page, we have added a warning icon to the Referral button. This icon will appear when the referral amount on the Commission Detail...
Updates for Reopened Transactions
We have updated the system so that users can edit the information displayed in reports for closed transactions. Users can reopen a closed transaction and...
Viewing an Agent’s Commission Schedule Accumulation
Users now have the option to view an Agent’s accumulation directly within the commission schedule. On the Commission Schedules page, users can now navigate...
Closing Entity Activity Log Option
We have added an Activity Log option to the Closing Entity Detail page. Clicking the Activity Log button allows users to view a log of any changes made to a...
Listings
Reports
Enhancements
New Listings Data Export Options
Under the Integrations tab, users now have additional selection options for Listings data exports. Required Modules: none User Permission Levels: Admin, System
Update to Escrow Deposit Settings
**Note that Escrow Management is an optional configuration that must be enabled for your site. From the Brokerage Settings page, users can now assign a...
New Template Option for Settlement Instructions
For distributions that will be paid At Title, users now have options to select from. The Special Instruction field now displays a dropdown menu that allows...