New Transfer Escrow Option
On the Commission Detail page, we have added a Transfer Escrow button to the Escrow Deposits tile. After an escrow deposit has been added to the transaction,...
Date Field ‘Required’ Option
For marketing opportunity instructions, we have updated the Date field to allow for selecting a Required Field option. To ensure all the necessary...
New Field Limitations for Manual Fees
On the Commission Detail page, the Tracking Account field options for manual fees have been updated. Going forward, users are limited to selecting from...
Accounting bills have been updated to include a Bill Total line, allowing users to view both the original bill total and the most recent balance of the bill....
New Vendor Detail Field Option
The Vendor Detail page now includes an Address Line 2 field, allowing users to enter additional details regarding a vendor’s address (for example, to add a...
Enhancement to Transaction Info Tile
We have made enhancements to the Transaction Info tile on the Commission Detail page. Now, secondary email addresses added to contacts for closing entities...
New Display Features for Allowances
We have added four new display tiles at the top of the Allowances page: Total Account Balance, Total Deposit, Total Payment, and Total Adjustment. The...
Permission Restrictions for Commissions Edit Details
On the Commission Detail page, we have changed the permission level required to use the Edit Details functionality. Going forward, only users with the System...
New Second Email Option for Closing Entities
When users add new contacts to a Closing Entity’s detail page they’ll now have the option to add a second email address via the Email Address #2 field. When...
Branch Manager Birthday Report Access
Users with Branch Manager permissions will now have access to the system’s Birthday report. Accessed via the Reports tab users will not be able to sort and...