Brokerage Engine Support

Transaction Referral Report


Overview:

In this article, we'll 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 transactions with an External Referral associated with it.
  • A helpful report to quickly locate current transactions with a referral by client's name or Referral Company name.
  • Ability to Search by:
    • Property address
    • Agent's name
    • Seller or Buyers name
    • Referral Company name
  • Can sort each column on table
  • Displays Referral Amount
  • Displays Commissions/Accounting Transaction Status
  • Ability to export to csv/excel

Navigation:


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