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...
Commission Schedule Button Updates
We have made some enhancements when adding Agent Commission schedules via the Commission Schedules page. For starters, we have updated the button name to Add...
New Accounting After Action Checklist
If a user revokes a bill payment on the Commission Detail page and needs to upload future changes to Accounting, the system will now trigger an After Action...
New Recently Viewed Search Feature
The system’s Search page has been updated to include a new Recently Viewed feature. After clicking the Search icon in the top navigation bar, users will be...
New Keep Account Option for Escrow Deposits
For escrow deposits, users now have the option to select which bank account their monies are deposited to when keeping the escrow deposit. Now, when users...
Reversing Invoice Payments
The invoicing function has been updated to include the option to reverse an invoice payment. Clicking the Reverse Payment option allows users to select the...
Office Displayed on Commission Detail Page
We have made updates to the Commission Detail page. In the side’s Commission Breakdown Details tile, users will now see the name of the office associated...