New Closing Entities Tag -
We have added a new system tag that can be applied to closing entities. The Other tag is now available for use in tagging closing entities that don’t fit the classifications of one of the three initial tags (e.g., disbursement, mortgage, or referral). Users can select the new tag in the Tags field dropdown menu when adding a new company, and the tag can be used as a filter option on the Closing Entities page.
Transaction Comments Enhancement - The Comments field on transactions has a new enhancement that highlights the number of comments added to the transaction. On both the Edit Transaction and Commission Detail pages, users will notice that the button displays a number in the upper right corner that indicates the number of comments that have been added to the transaction. Clicking the Comments button on either page directs the users to the View Transaction Comments page, where the comments can be reviewed, and additional comments added.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transactions > Locate Comments field|
|Updates to the Escrow Deposits Tile - The access to options in the Escrow Deposits tile has been updated. First, the Add Deposit button has been moved to the main tile, reducing the number of clicks required to add new escrow deposits. Once an escrow deposit has been added to the transaction, the tile will include an Add Payment option in the dropdown menu attached to the Add Deposit button. When clicked, users will be able to add an escrow payment directly from the main tile.||Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Commission Detail button > Locate Escrow Deposits tile > Click Add Payment|
Data Export Field Updates -
The Closed and Pending Transaction data exports now have the option to select to include lead source options. For these Integrations > Data Export options, the Seller Lead Source and Buyer Lead Source checkboxes allow users to generate and export a report that includes the lead source information captured on transactions. Once checked, these fields add two new columns to the exported file and give users insight into the most popular lead sources associated with their transactions.
|Users with Admin and System Admin.||Navigate to Integrations (dashboard menu) > Data Export > Closed/Pending Transaction > Locate Seller/Buyer Lead Source checkbox|
Under Contract Forecast Report Updates - The transaction table on the Under Contract Forecast report has been updated to display an Accounting Status column. Adding this column allows users to see the current accounting status of a transaction, and can use the sort options in the table headers to identify and act on transactions that need to be updated.
|Users with System Admin and Accounting.||Navigate to Reports (dashboard menu) > Transaction > Under Contract Forecast > Locate Accounting Status column|
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