Release Notes Version 5.0.1 (Back Office)

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
  • 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
  • A fully customizable template:  “Agent Commission Statement” added

 

TRANSACTIONS

  • Contacts tab added to allow tracking relevant Contacts on transactions
  • 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 Transaction Rooms
  • 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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