Upcoming System Updates

Permissions Update

Those who have been given Agent User Management permissions can now manage the login credentials of external vendors. This upgrade gives them the ability to edit details, deactivate accounts, reset passwords, modify emails, and check login activity for vendors.

Anticipated Release Date: 7/28/2023

Agent Profile New General Notes 

 A new section called General Notes will be available on the agent profile.  All administrators can access these notes.

Anticipated Release Date: 7/28/2023

Permission Update for Internal Notes on Agent Profile

With this enhancement, Internal Notes will be visible only to users with the Commission and Accounting-Full permission levels.  

Anticipated Release Date: 7/28/2023

Agent Access to 1099 Reports - COMING SOON

With this feature enabled your agents will have the ability to see their 1099 Transaction Detail Reports.  This feature is only available for BE Accounting users. 

This is available UPON REQUEST - please contact your Brokerage Engine Customer Success Manager to enable this feature.

Microsoft Edge Browser Support - COMING SOON

We are currently working on improving our support for Microsoft Edge users. This enhancement will be available shortly.

In Case You Missed It...

After Action - If Agent Paid by Check

Are you looking to perform an After Action on a transaction but paid your agent via check at the brokerage? Our After Action function can help make the necessary adjustments. Please note that this function is only available for BE Accounting users and can only be performed once. For a Step-by-Step guide, please click on Learn More.

Need to Generate a Transaction Escrow Detail Report?

To obtain a breakdown of the status of escrow deposits and their activities, you can follow these procedures for pulling the report.  Click Learn More for information.