Release Notes

Commissions Accounting

New Accounting Download PDF Option

The Accounting Details tile on a transaction’s Commission Details page now gives users the option to download a pdf of the transaction’s P&L report. Users...

April 1, 2022

Commissions

Recalc Button Utility Update

The Recalc button located on the Commission Detail page has been changed so that it will only be clickable if the transaction status is in an “Open” or...

April 1, 2022

Reports

New Personnel Data Export Option

Under the Integrations tab, users now have additional selection options for Personnel data exports. Required Modules: none User Permission Levels: Admin, System

March 1, 2022

Commissions Features

New Comments Button Added to Commission Detail Page

We have added a new Comments button to the Commission Detail page. Located at the bottom of the left navigation tile, clicking the button opens the View...

March 1, 2022

Agents Enhancements

Terminating Agent User Accounts

On an Agent’s Detail page, users can now utilize the Terminate button to terminate an Agent’s account access in the system. Once clicked, the button triggers...

March 1, 2022

Commissions

New Referral Warning Icon

On the Commission Detail page, we have added a warning icon to the Referral button. This icon will appear when the referral amount on the Commission Detail...

March 1, 2022

Commissions

Updates for Reopened Transactions

We have updated the system so that users can edit the information displayed in reports for closed transactions. Users can reopen a closed transaction and...

March 1, 2022

Commissions Agents

Viewing an Agent’s Commission Schedule Accumulation 

Users now have the option to view an Agent’s accumulation directly within the commission schedule. On the Commission Schedules page, users can now navigate...

March 1, 2022

Commissions Features

Closing Entity Activity Log Option

We have added an Activity Log option to the Closing Entity Detail page. Clicking the Activity Log button allows users to view a log of any changes made to a...

March 1, 2022

Listings Reports Enhancements

New Listings Data Export Options 

Under the Integrations tab, users now have additional selection options for Listings data exports. Required Modules: none User Permission Levels: Admin, System

March 1, 2022