Brokerage Engine Support

Transaction Referral Report


Overview:

In this article, we will cover how to locate and use the Transaction Referral Report. Please find the available resources below.


Permission Level:  Admin 


Report Details:

  • This report lists all current, pending, and closed transactions associated with an External Referral.
  • Use pre-select filter search options or a custom date range to locate transactions within a time frame based on the close date.
  • Ability to Search by:
    • Property address
    • Agent's name
    • Seller or Buyer name
    • Referral Company name
    • Transaction status
  • Can sort by any column in the table
  • Displays Referral Amount
  • Displays Commissions/Accounting Transaction Status
  • Ability to export to CSV/Excel

Navigation:


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