Brokerage Engine Support

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SYSTEM UPDATE

New Feature: Reconciliation Record Swap 

For brokerages reconciling directly within Brokerage Engine Accounting, managing reconciliation just got more flexible. A new Swap button is now available at the top of each reconciliation report, allowing you to seamlessly replace a reconciled transaction without disrupting your reconciliation history.

 

 A full activity log will track all swap activity for transparency and auditability.

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Broker 360 Report: Monthly Agent Notification 

Agents will now receive a monthly email notification delivering their Broker 360 Report directly to their inbox. Each email includes a PDF summary of their year-to-date activity - listings, transactions, and required tasks - along with a quick-access link to view the full report in Brokerage Engine.

 

Notifications are delivered on the 10th of every month at 9:00 AM local time, keeping agents consistently informed on their performance without any extra effort on their end.

 

Interested in this new update? Reach out to your CSM for configuration and more information. 

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New Push Notification on the Mobile App

New mobile app push notifications are here to help boost your workflow efficiency!


What’s new:

Upcoming Listing Mobile Alerts
Get instant mobile pushes for new coming-soon listings. View the property address and price directly from your device’s notification panel, then tap to open the full listing details in the app.
Buyer Need Mobile Alerts
Receive on-the-go updates for new buyer requests. Check the buyer’s location and budget instantly via mobile push, then tap the alert to open a detailed modal with complete information.
3-Day Closing Mobile Reminders
Get a mobile push alert 3 days before any transaction closes. Tap the notification to pull up your agent breakdown instantly and keep all your deals on track.


These mobile workflow upgrades are now active for all app users! To take advantage of the BE Mobile App, your brokerage will need to have Commission Flow enabled on your site. Commission Flow is available to brokerages utilizing Brokerage Engine Accounting.

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If you're interested in learning more, 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

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