Brokerage Engine Support

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BROKERAGE ENGINE LATEST SYSTEM UPDATES

GCI Calculator Alert

With this UI update, users who make price updates on the transaction detail page will now see the GCI calculator button highlight to prompt the user to confirm or reapply the commission percentage rate.

GIF Recording 2023-11-03 at 12.33.12 PM

Paid Invoice Notification Enhancement

With this update, all of your paid invoices will now include a notification sent to the agent. This includes credit card auto-pay and manual payment, ACH payments, and payment from commissions. In order for this notification to be sent to your agents, you will need to have Invoice Paid Notification turned on.

Marketing Opportunity Analytics NEW CATEGORY

The Marketing Analytics Reports has been upgraded with a brand new category! Introducing the Agent Marketing Savings, where you can now easily view a summary of the total savings amount for agents across various marketing opportunities.

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Document Permission Level Tags

Our enhanced document prefix options now featuring the inclusion of [SYSTEM], [ACCOUNTING], and [COMMISSION]. With this update, you gain the power to control visibility based on specific permission levels for documents.

Buyer/Seller Default Set 

We are making changes to the default contact type for sellers and buyers on the Transaction Detail page. After the update, the system will automatically select Person/Individual as the default contact type. This is the most commonly used contact type and the change is aimed at improving the efficiency of data entry.

Screen Shot 2023-10-05 at 2.33.11 PM

ICYMI:  Brokerage Engine Private Facebook Goup

Have you heard about the new private group for Brokerage Engine users? It's an opportunity to connect with Brokerage Engine and other users, learn tips and tricks, and hear about recent feature releases. Plus, you'll get the chance to meet some of the amazing team members behind Brokerage Engine. To join the Brokerage Engine Facebook group quickly, simply scan our QR code. It's the easiest way to get connected!

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