GENERAL
- E-mailing now enabled! You can now email Transaction specific documents (i.e. Transaction Record Sheets, Agent Commission Statements, Check Stub Reports, etc)
- Gross Volume commission calculation added: Agent GCI divided by percentage (%)
- Enhanced Search query to support searching by Address or Transaction Number ONLY
- Enhanced Utilities to allow editing City field when additional space existed
- Enhanced Sales Tax automation with QuickBooks Online
- Enhanced Security to all menus and sub-menus via Access Maintenance
REPORTS & TEMPLATES
- Report “Transaction with Contacts” added to include various Contacts
- Report “Title/Escrow” added to include Escrow Number and Escrow Officer Name
- Report “D1 TRS” enhanced to include Transaction type and Contacts
- Fixed issue on “Transaction/Commission/Fee/Sales” report when Award allocation included and “Include Conditionals” selection set as default
- Fixed Letter Templates to populate with data as entered (ex. city, zip/postal)
- A fully customizable template: “Agent Commission Statement” added
TRANSACTIONS
- Contacts tab added to allow tracking relevant Contacts on transactions
- Fixed the inability to attach a Commercial Commission Rule to transaction
- Review Closing screen enhanced to allow printing the Alternate Check Stub
- External Agents search has been fixed
- Trust/Escrow has been updated with this new icon:
INTEGRATIONS
- Enabled integration from Docusign Rooms integration (Back Office)
- Enabled integration to Realogy’s DASH system for Coldwell Banker to send data for transactions, agents, employees, and teams
- Skyslope integration enhanced to import Sale Price vs. Listing Price
- The “Does Business As” field from quick!Office Commander has been enhanced to import Agents’ name
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