Brokerage Engine Support

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SYSTEM UPDATES

MSRP Field for Subscriptions

 

The MSRP field has been added to subscriptions. This adds a dollar value that will allow you to capture any agent savings on recurring charges that can be counted towards the agents marketing savings on their Broker 360 Report.

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Listing Milestone Enhancement

 

With this enhancement, you have the ability to upload more than one file at a time to a Listing Milestone Task. Each file uploaded shows up on the Seller Report individually. There's a file upload limit of 10 per Listing Milestone Task.

Screenshot 2024-10-03 at 4.53.46 PM

Credit Card - Expiration Date &

Expiring Payment Method Report

 

This new feature shows the expiration date of the agent's credit card under the Payment Settings section on the agent's edit profile page. This enhancement allows the agent to stay better informed.

As for the report, it will show all agent payment methods that have expired or will be expired within the next 3 months. Notice the color changes for the expiry date when it exceeds the 3 month mark. This report can be downloaded in PDF or Excel/CSV. 

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Screenshot 2024-10-03 at 5.34.51 PM

Quick Audit - Buyer Info Window

 

This new enhancement information field now shows, within the Quick Audit section of Document Lists, the buyer info which makes for easy access when reviewing documents. 

Screenshot 2024-10-03 at 5.20.26 PM

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 [email protected].

 

- The Brokerage Engine Team

 

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