New Commission Schedule Tag for Agents - An Agent’s Commission Detail page has been updated to display an Inactive tag for commission schedules that are not available for use (inactive both current schedules that have been intentionally removed from the agent, as well as schedules that are expired). The tags allow users to easily identify different commission schedules, as well as to see the commission schedule history for an Agent.
|Navigate to Agents > Active > Locate Desired Agent > Click View Details > Click Commission Details button > Review Commission Schedules tile|
Adding Agent Tags -
The Commission Detail page has a new Update Agent Tag button, which allows users to add Agent tags to a transaction. Clicking in the Agent Tags field displays a dropdown menu that displays all of the tags currently available in the tag bank, and highlights any tags that have already been applied to the transaction. Additionally, users can type the name of a new agent tag in the field, and select the Click to Add New button that appears to add an ad-hoc Agent tag. (Note: for a tag to appear in the dropdown for use on another transaction, it must first be added to the tag bank, which can be accessed from the Brokerage Settings > Tag Bank option).
|All Brokerage Engine users.||Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Click Update Agent Tag button|
New Tag Field on Edit Transaction Page - On the Edit Transaction page, users will see a new Tag field available in the Other Information section. Clicking in the field displays a dropdown menu that displays all of the tags currently available in the tag bank, highlights any tags that have already been applied to the transaction, and allows users to select one or multiple tags for the transaction. (Note: for a tag to appear in the dropdown menu, it must first be added to the tag bank, which can be accessed from the Brokerage Settings > Tag Bank option).
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Locate Tag field|
New Office Filter for Commission Schedules - The Commission Schedule page has a new filter option that allows users to filter search results by office location. Clicking in the Office field displays a list of all offices associated with the brokerage, and users can select one or multiple options to apply as filters on the table. This new option gives brokerages the ability to view all schedules for their office, as well as pull the results for multiple offices at once, making it easy to compare schedules across different office locations.
|Navigate to Transactions (dashboard menu) > Commission > Commission Schedules > Locate Office field|
Update to Tag Creation Requirements - We have made changes to the way tags are created in the tag bank. Tags created in the bank no longer require users to add a hashtag (#) to the beginning of the tag’s name. This change simplifies the creation and use of tags throughout the system.
|Navigate to Transactions (dashboard menu) > Commission > Brokerage Settings > Click Tag Bank button|
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