SYSTEM UPDATES

Manual Overpayment Message 

This new enhancement will show a message on the After-Action widget regarding manual bill creation for overpayment invoices. This message displays when the agent has a bill payment but doesn't have a bill on their vendor profile.  

Agent Business Activity Alert - Enhancement 

The primary purpose of this report is to quickly list all agents with zero activity over the last 90 days.

The enhancement includes the new ability to download in a PDF format. 

Fee Summary Report

The new Fee Summary Report lists the total fee amount across all closed transactions within the selected date range. This feature requires Admin and Commission permission and it can be downloaded via CSV/Excel. 

COMING SOON

Auto State Tag

This coming soon feature will allow an Auto State Tag on the transaction level. The new tag is based on the property address of the transaction, and the tag structure will be abbreviated like this, e.g., #State-TX.

Please let your Customer Success Manager know if you'd like this feature to be configured for your Brokerage.

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