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 First, the existing accounting user permission level has been replaced by the billing permission...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