DATE:
AUTHOR:
The Brokerage Engine team
Enhancements

View Transactions for Closing Entities 

DATE:
AUTHOR: The Brokerage Engine team

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 button is available under the profile for every closing entity regardless of its associated tag (e.g., referral, disbursement, mortgage). 

In the View Transactions window, users can use the filter options to search based on a transaction’s property address, office, status, or listing/buying agent. After the desired transaction is located, users can click the Edit icon on the corresponding row to navigate to that transaction’s page in the system. 


Required Modules: Commissions

User Permission Levels: Accounting, Admin, System 


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