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...
Updates to Field Modification When Editing Transactions
To better enhance the real-time syncing of data in the system, now when a transaction is placed into Distribution Sent to Title status, the Sales Price and...
Accounting Auto-Sync for Closing Entity Updates
We have made updates to the closing entity configuration. Now, changes made to a closing entity’s information (for example, the entity’s name or address)...
Update to MLS Board Name Field
The MLS Board Name field on the Edit Agent page has been changed from a text field to a dropdown menu, where users will be able to select the appropriate MLS...
Commission Detail Page Download Option
The Commission Detail page now includes a Download PDF option. When clicked, users will download a PDF document of the page. This document will also include...
New Email Feature For Escrows
**Note that Escrow Management is an optional configuration that must be enabled for your site. On the Escrow Details page, users now have the option to send...
Renew Commission Schedules
Renewing an Agent’s commission schedule is now even simpler! On the Commission Schedules page, users can now navigate to an Agent’s existing commission...
New Edit Settlement Instructions Fields
We have added two new input fields to the Edit Settlement Instructions window that are triggered when a user elects to receive a paper check as their...
Commissions Accounting Details Update
The Accounting Details tile on a transaction’s Commission Detail page now displays totals for the individual sections. When reviewing the Bills, Checks, and...