SYSTEM UPDATE

Percentage-Based Invoice Adjustments Enhancement

When editing an invoice, you can now apply adjustments by percentage — in addition to the existing flat amount option. Simply select your preferred adjustment type when adding an adjustment to give you more flexibility when managing invoice costs.

Other Income Transactions - Sales Associate Field Behavior

Transaction Tag Field - Character Restrictions 

Tag fields across Commission Details (Transaction, Side, and Agent Tags) now enforce consistent formatting rules. When creating or entering a tag, spaces are no longer permitted, and most special characters have been removed — keeping tags clean, searchable, and uniform across your brokerage.

The following characters are still fully supported: "-", ".", and "%".

Agent Tag Restrictions for Marketing Items

Brokerages can now control which marketing items are visible to agents based on Agent Tags — giving you more precision over what each agent sees in their marketing order pages.

Here's how it works:

• Marketing items can be restricted to only display for agents whose tags match the item's configured tag restriction
• If a marketing item has no tag restriction, it will remain visible to all agents
• Items on the marketing order page that don't meet tag requirements will follow existing restriction logic and will not proceed to order

To enable this feature, Agent Tag configuration must be set up in your account. If you're unsure whether this applies to you or would like to get it configured, reach out to your CSM, and they'll get you set up.

In Case You Missed It

We're excited to announce that the Brokerage Engine mobile app is officially available - exclusively for brokerages with Commission Flow enabled. If your brokerage has Commission Flow, access to the app is included at no additional cost.

 

Everything you rely on in Brokerage Engine is now available right from your phone. Here's what you can do with the app:

• Give your agents on-demand access to Flow

• View pending transactions - sales price, side GCI, and agent net

• Monitor year-to-date production stats

• Stay on top of tasks, no matter where you are

• Agents can pull up Seller Report's on demand

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