Brokerage Engine Support

Add Bank Accounts for Closing Entities - 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

 Settlement Instructions Accounts Payable (AP) Option Changes - We have made changes to the accounting options available when setting up settlement instructions in a transaction. From the Distribution tile, users can click the Edit Settlement Instructions button to specify the settlement details. We have made changes to the available options. In the AP Account field, we have removed the AR and Cash options, and users are now limited to Accounts Payable (AP) selections in the dropdown menu. This update prevents users from accidentally selecting the wrong account and creating accounting errors.  

Configuring Default Distribution Email Addresses - Users can now configure the system to add pre-saved recipients to a system email to pre-saved recipients by utilizing the Admin Misc Configuration page. Accessed from your site’s URL(https://yoursite.com/admin/configuration/misc), users can set up predefined email addresses that are commonly included in communications sent from the system (for example, to send a copy of the agent’s CDA to a manager for approval). This configuration saves users time, allowing them to send emails quickly without having to repeatedly enter the same addresses for multiple distributions.