Brokerage Engine Support

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 exact penny, and fees calculated by a percentage have the option to have three numbers added after the decimal point. The system has also been updated to recognize negative fee amounts applied to flat fees or percentage fees. 

Commission Schedule Accumulation Threshold Tile - The new Accumulation Threshold tile allows users to view the amount of commission accumulated by an Agent, and to see where they are in relation to the next threshold in the schedule. At the top of the tile, the Effective At field signifies the effective date of the last closed transaction, while the Total Accumulation field displays the amount of commission earned by that date. The tile also incorporates a table that displays the beginning and ending values for each level of the commission schedule. Users can reference the table to see how close they are to achieving a threshold’s commission rate and determine the additional accumulation required to qualify them for the next tier. 

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 copy the fee settings into a new template. In the pop-up window, users can enter a name for the new fee, and clicking Save creates the new fee, which can now be edited as necessary. 

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 First, the existing accounting user permission level has been replaced by the billing permission level in the system. All existing users with accounting permissions have been migrated over, and users can review the profiles assigned to this access by selecting billing from the Permission dropdown menu on the Manage Users page. In addition, we have created three new Accounting permissions available to assign for Admin users. When updating an Admin user’s permission level, users now have the option to select one or more of the following: Accounting A/R, Accounting A/P, and Accounting Full. Note that the rest of the permissions will remain the same, however, these changes will mean that the Accounting tab will be restricted for Admins to only Admin users with these new permission assignments.