Brokerage Engine Support

Here are the following Release Notes from 02/28 to 03/04: 


What is the change?Who did it change for?Where did the change occur?

New Action Button for Commission Schedules - While reviewing an Agent’s commission schedule, users now have the option to navigate directly to the Commission Detail page for a transaction utilizing the schedule. 

Under the Brokerage Transactions section, users can navigate to the transaction, and click the View Commission Detail button to be redirected to the transaction’s Commission Detail page. This feature allows users to quickly navigate between two different pages and reduces the amount of time spent searching for related transactions. 

Users with System Admin and Accounting permissions.Navigate to Transactions (dashboard meu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button 



New Commission Details Page Options - We have added a couple of new options to a transaction’s Commission Detail page. First, we have added a Pass-Through Income button to the Commission Detail page. This option allows users to collect additional income from a closing (for example, a client-paid fee) that is paid directly out to a liability vendor (for example, paid to the title company).This income does not affect commission calculations but is deposited into a General Ledger (GL) holding account and paid to the selected liability vendor when the transaction is closed. Once added, users will see this income displayed on the liability agent’s Commission Disbursement Authorization (CDA) page. Next, we have added a Regenerate Settlement Instruction option to the dropdown menu attached to the Recalc button. If a user makes changes to the data displayed in the Distribution tile (for example, changing the agent who is receiving a fee on the transaction), clicking this button will force the system to update that information. Finally, we have made a few enhancements to the Fees/Incomes section of the Commission Schedule Detail page. In addition to renaming the section to Fees, we have removed the “Type” and “Rules” columns from the table. These have been replaced by the Charge To column, which displays the party responsible for paying the fee listed, and the Account Tracking Account column, which displays the ledger account where the fee will be recorded. 

Users with System Admin and Accounting permissions.Navigate to Transactions (dashboard meu) > Pending > Locate Desired Transaction > Click Action button

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