Release Notes

Commissions Agents Features

New Commission Schedule Tag for Agents

An Agent’s Commission Detail page has been updated to display an Inactive tag for commission schedules that are not available for use (inactive both current...

April 1, 2022

Commissions

Configuring Default Distribution Email Addresses

Users can now configure the system to add pre-saved recipients to a system email to pre-saved recipients by utilizing the Admin Misc Configuration page....

April 1, 2022

Accounting

 Settlement Instructions Accounts Payable (AP) Option Changes

We have made changes to the accounting options available when setting up settlement instructions in a transaction. From the Distribution tile, users can...

April 1, 2022

Accounting

Add Bank Accounts for Closing Entities 

The Closing Entity Detail page now includes a Bank Accounts tile that allows you to add bank account information to closing entities that have a referral tag...

April 1, 2022

Accounting

Accounting Revocation Function Update

We have made updates to the Revoke functionality on a transaction. In a typical brokerage workflow, once a transaction has been closed and a user has clicked...

April 1, 2022

Commissions

Commission Distribution Calculation Update 

We have updated the process for calculating a commission’s total distribution amount. The amount displayed in the Distribution tile will now reflect the sum...

April 1, 2022

Commissions Accounting

Updates to the Escrow Deposit Tile 

We have changed the layout of the buttons displayed within the Escrow Deposits tile. When entering a new escrow deposit, the page will still display the...

April 1, 2022

Commissions

New Commission Schedule Search Option

Users now have a new tool to search and filter through different Agent commission schedules based on specified criteria (in the example above, to search for...

April 1, 2022

Listings

New Estimated Launch Date Tag for Coming Soon Listings

We have made a change to the verbiage for the listings displayed under the Coming Soon tile. When Quick Launching a new listing, users can add an Anticipated...

April 1, 2022

Enhancements

View Transactions for Closing Entities 

We have added the View Transactions button to the Closing Entity Detail page, enabling users to view all transactions associated with a closing entity. This...

April 1, 2022