Previously the data export tool only supported the export of Closed Transactions. With this release, the data export tool now supports exporting Pending Transactions.
In this release, agents may now access their own Agent Production report, right from their agent portal.
We’ve now made it possible for agents to access their own CDAs and breakdowns, right from their agent portal.
Agents will recognize a new button on Invoices called “Request Split”. This enables agents to chose what percentage co-listers or team members should pay towards an invoice
Brokerage Engine now provides a comprehensive view into agent payment profile details, including A/R aging report, saved credit card information, autopay change log and account hold change log.
This new report lets you know when seller reports are being sent to customers. So, no more guessing if the client received their weekly, monthly or bi monthly updates.
Initiate Braintree payment refunds directly from within the Brokerage Engine interface.
Stay on top of important dates and to-dos – all backed by Brokerage Engine’s powerful document compliance.
For those who are data geeks, like ourselves, this one is for you.
Improved communication and greater control over document checklists.