Release Notes

Marketing

Updates to Marketing Opportunity Activity Log

The Marketing Opportunity Activity Log has been updated to archive deleted marketing opportunities. Now users have the option to review the Activity Log and...

February 1, 2022

Commissions

Adjusting Fees within the Commission Detail Page

Commission-based fees that are marked as adjustable now have the option to be edited directly within a transaction’s Commission Detail page. In the...

February 1, 2022

Accounting

Chart of Accounts Page Search Feature 

The Chart of Accounts page now includes three new search bars, allowing users to easily search for and navigate to accounts based on their number, name, or...

February 1, 2022

Marketing

New Marketing Opportunity Ledger Account Field

A Ledger Account field has been added to the New Marketing Opportunity page. Users have the option to enter or select the name of the ledger account...

February 1, 2022

Commissions

New External Transaction Referral Number Field

We have added the External Transaction Ref # field to the Commission Detail page. Users can click the Edit button to add the reference number for the...

February 1, 2022

Reports Enhancements

New Data Export Field Option

The Closed Transaction, Pending Transaction, and Listings data exports now have the option to select to include the Date Created option. For these...

February 1, 2022

Admin Portal

 New Control Panel Page Features

On the Control Panel page, we have added new dropdown menus to the Expiring Commission Schedules tile and the Closing Transactions tile. Including menu...

February 1, 2022

Commissions Agents

Edit An Agent’s Commission Details

With this update, an agent’s commission details can now be edited directly from their agent page. Clicking the Commission Detail button forwards users to the...

January 1, 2022

Import Buyer Documents to Transaction Documents

**Note that the Contacts tab is an optional configuration that must be enabled for your site. Not only can you use the Contacts options to add your...

January 1, 2022

Features

Introducing the Tag Bank

The new Tag Bank function allows users to create and manage a repository of commonly applied tags. Instead of manually creating tags every time, users can...

January 1, 2022