Brokerage Engine Support

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New Permission Level Available | Accounting - Banking

We have introduced a new permission level called "Accounting - Banking". This permission level enables a user to limit the visibility of banking information from other permission levels like "Accounting - A/R" and "Accounting - A/P". This restriction ensures that only users with the "Accounting - Banking" permission level can access sensitive brokerage financial information.

New Vendor Name Search - By Company

We have added the ability to search for vendors by their company name, providing users with greater flexibility with the search fields.

company name search

Edit Invoice Details

With this latest update, users can edit item descriptions on their invoices. This means that in case there are any errors in the descriptions or if any changes are required, users can manually adjust them to reflect the correct information. This feature will give users greater control and flexibility over the invoicing process, allowing for more accurate and efficient record-keeping.

Ability to Add an Embed Code Directly in Marketing Opportunity

Introducing an exciting new enhancement to Brokerage Engine - the ability to embed third-party sites directly into the Marketing Opportunity order form. By adding embed code to Marketing Opportunity JSON instructions, agents can now utilize other platforms such as Calendly, without ever leaving the Brokerage Engine. This feature will undoubtedly streamline the process and allow for a more seamless experience,


Available by Request Only - Please contact your Customer Success Manager


Manually Upload Banking Transactions 

The Accounting Configuration Panel has a new Feature Switch called "Enable Non-Plaid Connection in Banking" that activates options on the dropdown menu of the Banking Tab. The options pertain to manually uploading banking transactions for matching purposes.  When a user connects a bank account, the system automatically brings over the transactions. When a user adds a bank account, they will have to manually import the file with the transactions.  Both connect and add are meant for daily matching of transactions.


Please contact your Customer Success Manager for more information.

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If you're interested in any of the new features mentioned above, please contact your Customer Success Manager. If you're not sure who your CSM is, please reach out to our support team at


- The Brokerage Engine Team

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