DATE:
AUTHOR:
The Brokerage Engine team
Accounting

Add Bank Accounts for Closing Entities 

DATE:
AUTHOR: The Brokerage Engine team

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 associated. Users can click the Add Bank Account button to enter the entity’s account information (e.g., account number, routing number, and other details). Once entered, the accounts are displayed in a table where users can add additional bank accounts, edit existing account information, or delete accounts, as necessary

Required Modules: Commissions

User Permission Levels: Accounting, Admin, System 


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