With this release, we’ve enhanced our default data schema to include support for multiple phone numbers on an agent’s profile.
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.
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.
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.
Initiate Braintree payment refunds directly from within the Brokerage Engine interface.
An update to the default flow of statuses when processing a commission.
Users with System level permissions now have the ability to completely customize task categories within Brokerage Engine.
Define custom date ranges to report on and get detailed insights from a specific point in time.
Stay on top of important dates and to-dos – all backed by Brokerage Engine’s powerful document compliance.
By popular demand, Transactions now support attaching multiple buyer and/or seller profiles.