Brokerage Engine Support

Here are the Release Notes for 11/28 to 12/02: 

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

Enhancement to Activity Log - We have enhanced the Activity Log for the Document List page. Users can click the new "Undo" button to undo documents uploaded to the document list. 

Users with Admin and System Admin permissions. 
Navigate to Document Lists (dashboard menu) > Locate Desired Document List > Click Action button > Locate Desired Document > Click View Log icon > Click Undo button

Updates to Agent Production Report - We have added two new fields of information to the Agent Production report. Users can now view the Brokerage Gross and Brokerage Net amount in the report. 
Users with System Admin permissions. Navigate to Reports (dashboard menu) > Accounting > Agent Production 

New Comments Features added to Tasks - Moving forward users will be able to see how many comments have been added to a task before selecting the Add Comment icon. The number of comments will be displayed in the Status column of the task table. 

All Brokerage Engine users. 

Navigate to Tasks > Active > Locate Status Column

New Copy Project Icon - Users can now copy project templates (e.g., project descriptions and tasks) via the Copy Project icon. 

Users with System Admin permissions. 

Click Gear icon (upper-right corner) > Projects > Locate Desired Project > Click Copy Project icon

Enhancement to Advance Search Feature - We have made an enhancement to the advanced search feature when searching for transactions. As a result, transaction search results will be displayed based on the closing date in descending order. 

Users with Admin, Accounting, and System Admin permissions. 
Click Search Bar icon > Click Advanced Search > Search by Transaction > Review Closing Date column in table

Update to Agent Production Report - The Teams Production Report will now display agent names via the Agent column. 
Users with Accounting and System Admin permissions. Navigate to Reports (dashboard menu) > Accounting > Agent Production > Review Agent column

Enhancements to Escrow Deposit Logic - Prior to this enhancement users couldn't mark a transaction as "Fell Through" if the escrow deposits were unbalanced. Now if the deposits are unbalanced the system will trigger an alert confirming the user wants to mark the transaction as "Fell Through" while holding escrow. If the deposits are balanced then the alert will simply confirm the user wants to "Fell Through" the transaction. Users with Accounting and System Admin permissions. Navigate to Transactions > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Locate Escrow Deposits tile

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article