Brokerage Engine Support

Here are the following Release Notes from 06/20 to 06/24: 

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

Commission Schedule Button Updates - 

We have made some enhancements when adding Agent Commission schedules via the Commission Schedules page. For starters, we have updated the button name to Add New Commission Schedule (previously called Create New Commission Schedule). Once clicked, users will notice some additional changes on the Add New Commission Schedules page. In the Choose an Agent Commission field’s dropdown menu, the available schedule selections now match the names of the Commission Schedule library options. In addition, users now have the option on this page to set the new schedule as the default commission schedule for the agent. Once the new schedule selections are saved, users are forwarded to the agent’s Commission Schedule Detail page to review the schedule and make any necessary changes or adjustments. 

Users with System Admin and Accounting. Navigate to Transactions (dashboard menu) > Commission> Commission Schedule > Click Add New Commission Schedule button 

Branch Manager Birthday Report Access - Users with Branch Manager permissions will now have access to the system’s Birthday report. Accessed via the Reports tab users will not be able to sort and view agents’ birthdays by office and/or by month.

Users with Admin, System Admin, and Accounting permissions. Navigate to Reports (dashboard menu) > Agent > Birthday 

New Second Email Option for Closing Entities - When users add new contacts to a Closing Entity’s detail page they’ll now have the option to add a second email address via the Email Address #2 field. When users are ready to email Disbursement Authorizations to the different parties in a transaction the additional email address will appear as a pre-populated option under the “To:” field. This eliminates the redundancy of re-entering the same email address twice.

Users with System Admin and Accounting. Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Closing Entities button > Locate Desired Entity > Click View Details button 

Permission Restrictions for Commissions Edit Details - 

On the Commission Detail page, we have changed the permission level required to use the Edit Details functionality. Going forward, only users with the System permission level can view and use the button to access the related Commissions page in the system’s TSS site.

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

New Display Features for Allowances - We have added four new display tiles at the top of the Allowances page: Total Account Balance, Total Deposit, Total Payment, and Total Adjustment. The amounts displayed in the tiles provide a brief overview of the totals associated with a brokerage’s allowance payments. The sums are pulled from the page’s Allowances table, which displays additional information on specific users and their balances. 

Users with System Admin and Accounting. 
Navigate to Transactions (dashboard menu ) > Allowances

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