Brokerage Engine Support

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Branch Manager Permission Enhancement

No more needing to toggle between offices!!!  With this new update a user with Branch Manager permission will now be able to see all offices in a combined view for listings, transactions, tasks, and the agent roster.  You will no longer see the office toggle in the top right corner once this is released.

Anticipated Release Date: Friday 06/09/2023

Admin Notification for Agent Review Feedback

With this new notification, the admin currently assigned to the task will now get an email notification when the agent approves or rejects a task in pending review.  The email will include the decision, a direct link to the task, and any review comments left by the agent. 

Anticipated Release Date: Friday 06/09/2023


Ability to Restrict Allowances to Specific Invoices

This new feature is only available for users who have the BE Accounting module.  You will now be able to select which general ledger accounts allowances can be used on.  With this setup you could then control which types of invoices an agent can apply their allowances to.  Want to restrict allowances to only Marketing related invoices or monthly bills?  Well now you can!

Anticipated Release Date: Friday 06/09/2023

In Case You Missed It...

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Have you used our Advanced Search Function?  It has another location!

This function is considered the number one tool to locate anything within the system.  It can find any listing, transaction, or document file regardless of status or age.  It also allows for searching transactions by the seller's and buyer's names.

CLICK HERE to learn more

Learn "How to Perform After Action for a Posted Deposit without a Reversal"

Do you need to perform After Action for a Transaction where the Deposit was Posted when Uploading to Accounting?  These steps will guide you through the process.

CLICK HERE to learn more

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Did you know you can run a failed credit card payments report?

Are you trying to figure out if a credit card payment declined to process and what specific error caused it?  Our failed credit card payment report will provide you with this information.

CLICK HERE to learn more

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