SYSTEM UPDATES

Bank Transactions in “For Review” Tab

You will now see pending bank transactions in the For Review tab. These pending transactions come directly from our Plaid integration and will appear without an action button until they are fully processed by your bank (typically 1–2 business days).

Once processed, the standard action options (e.g., “Add”) will become available.

This update ensures better visibility into your upcoming transactions before they clear.

Task Category Dropdown

We’re excited to announce a new enhancement to Transaction Tasks! A “Task Category” dropdown has been added, giving users the ability to select the specific task category that best fits their needs. Please note that Marketing and Vendor categories will not be included in this selection.

This update is designed to provide more flexibility and organization when managing your tasks.

Open House Data in Seller Report

We’ve added a new enhancement to the generic Seller Report! Open house data will now be included, appearing between the Listing Impressions and Marketing Highlights sections.

This update provides sellers with a more complete view of their listing activity, making reports even more insightful.

Transaction Fees Display Adjustment on CDA

We’ve made an update to the Commission Disbursement Authorization (CDA). Transaction fees will now be relocated to the top section, mirroring the display of the bonus, and will be excluded from the disbursement total.

Comments Function in Transaction Info Widget

We’ve added a new Comments function to the Document List Detail page within the Transaction Info widget. When clicked, this button will open the familiar modal window for Transaction Comments, just like on the Transaction Detail page.

With this update, users can now view and access potential comments made on the Transaction Detail page directly from the Document List Detail page—making communication and visibility even easier.

Transaction Escrow Detail Report Enhancement

We’re excited to introduce a new enhancement to the Transaction Escrow Detail Report. You can now export the report into CSV format, with transaction details displayed across multiple lines rather than a single row.

To support this, we’ve updated the export to use a strict table structure—duplicating transaction information for all subrows—so the data is easier to work with and no longer uses a nested table format.

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 help@brokerageengine.com.

- The Brokerage Engine Team