Release Notes

Commissions

New Action Button for Commission Schedules

While reviewing an Agent’s commission schedule, users now have the option to navigate directly to the Commission Detail page for a transaction utilizing the...

March 1, 2022

Commissions

New Commission Details Page Options 

We have added a couple of new options to a transaction’s Commission Detail page. First, we have added a Pass-Through Income button to the Commission Detail...

March 1, 2022

Commissions Accounting Agents

New Agent Disbursement Type Option for Manual Fees 

When adding manual fees, users will now have the option to select Agent under the Disbursement Type field. This new designation allows users to charge an...

February 1, 2022

Accounting

Updates to Fee Liability Fields

We have made changes to the visibility of Liability fields within manual fees. Now, the Liability Vendor field will be unavailable for editing until after an...

February 1, 2022

Commissions Agents

Applying Agent Commission Schedules

Users can apply commission schedules to multiple Agent profiles at one time by using the new Apply Plan button option. From the Commission Schedule Library...

February 1, 2022

Admin Portal Agents Enhancements

User Permission Level Updates

We are making some changes to permissions in the system. First, the existing accounting user permission level has been replaced by the billing permission...

February 1, 2022

Accounting Features

Fee Bank Clone Option

The Fee Bank page now includes a clone option that allows users to copy pre-existing fees in the bank. Clicking the Clone button on existing fees copies the...

February 1, 2022

Commissions

Update to Manual Fee Parameters on Commission Schedule

We have updated the parameters for manually adjusting commission schedule fees. Users can now adjust a commission schedule’s flat fee amount down to the...

February 1, 2022

Commissions

New Calculator Option for Gross Commissions

On the Edit Transaction page, we had added a Calculator option to the Buying Side and Listing Side Gross Commission fields. Clicking the icon displays a...

February 1, 2022

Commissions

Commission Detail Accounting Entities Tile

We have added a new tile to the Agent’s Commission Detail page. The Accounting Entities tile displays the different accounting profiles that are associated...

February 1, 2022