Add Multiple Phone Numbers to Agent Profiles
With this release, we’ve enhanced our default data schema to include support for multiple phone numbers on an agent’s profile. The roster management functionality in Brokerage Engine is an essential tool for brokerages to centralize the tracking of agent information...
The Global Search tool in Brokerage Engine is a quick and easy way to find listings, agent profiles, transactions invoices and more. With this release, we’re enhancing the tool to provide even more utility...
Agent Payment Profile Report
Brokerage Engine now provides a comprehensive view into agent payment profile details, including A/R aging report, saved credit card information, autopay change log and account hold change log. Agent finances can often be intertwined very closely with Brokerage operations...
This new report lets you know when seller reports are being sent to customers. So, no more guessing if the client received their weekly, monthly or bi monthly updates...
Invoice Refund Enhancements
Initiate Braintree payment refunds directly from within the Brokerage Engine interface. A more integrated experience...
Commission Workflow Updates
An update to the default flow of statuses when processing a commission. System Update Users of the Commissions module should note that we have made an update to the default status workflow of a transaction...
Users with System level permissions now have the ability to completely customize task categories within Brokerage Engine. Task management is at the core of Brokerage Engine...
Broker 360 Report Enhancements
Define custom date ranges to report on and get detailed insights from a specific point in time. Let's take a closer look Year-to-date is great, but sometimes you need to take a deeper dive into a particular point in time...
Transaction Management Beta v2.0
Stay on top of important dates and to-dos – all backed by Brokerage Engine’s powerful document compliance. Version 2...
Multiple Buyers + Sellers on Transactions
By popular demand, Transactions now support attaching multiple buyer and/or seller profiles. Mr...