Commissions
Reports
Features
Data Export Enhancement: Export Pending Transactions
Previously the data export tool only supported the export of Closed Transactions. With this release, the data export tool now supports exporting Pending Transactions...
Admin Portal
Enhancements
Administrator Tool Enhancement: User Login History
With this release, System Administrators are now provided with a log that tracks each time a user has logged into Brokerage Engine. The User Account Management tool permits users with System permissions to create, activate, deactivate, reset passwords and set permission levels for all users of the customer’s Brokerage Engine instance...
Task Search Enhancement: Filtering by Workflow Type
With this release, we have enhanced the DONE task search function with a new filtering option called “Workflow”. Automated tasks in Brokerage Engine can be configured with unique workflows, making them more useful for the specific task at hand...
In this release, agents may now access their own Agent Production report, right from their agent portal. From listings, to documents, to marketing and transactions - Brokerage Engine provides agents with an unmatched level of transparency into their business...
System Usage Report Enhancement: Last Login Timestamp
We’ve now enhanced the System Usage report to not only include users who last logged in within a given period of time, but also show the exact date and time of their last login. The System Usage report is a valuable tool for customers to gauge adoption of Brokerage Engine at their company...
Commissions
Agents
Features
Agent Access to CDAs and Breakdowns
We’ve now made it possible for agents to access their own CDAs and breakdowns, right from their agent portal. One of Brokerage Engine’s best features is its ability to automatically generate Commission Disbursement Authorization and Agent Commission Breakdown documents...
Agents
Enhancements
Invoicing
Previously, agents could only be activated, or deactivated, on subscriptions. With this release, administrative users can now edit an agent’s subscription...
Data Export Enhancement: Custom Fields on Closed Transactions
Previously the data export tool only supported default Brokerage Engine fields. With this new enhancement, the data export tool can include custom fields...
Agents
Features
Invoicing
Agents Requesting to Split an Invoice
Agents will recognize a new button on Invoices called “Request Split”. This enables agents to chose what percentage co-listers or team members should pay towards an invoice Co-listing properties with one or more agents provides exponential value to a seller...
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 checklist requirement. Emailing documents into a Brokerage Engine checklist is at the core of many customers’ document compliance workflow...