Letter templates are stored at C:\Program Files\LES\quickTRS\Data\Current Documents OR C:\QOCEE\quickTRS\Data\Current Documents OR C:\Program Files\Emphasys\quickTRS\Data\Current Documents by default Network users must navigate to the appropriate network drive instead of C: (i.e. \\yourservername\Data) To locate the data path for your instance, navigate to: Help \ Database Information Select your company name from the … Continue reading
Main System Settings
Default Commission Rules – These six fields will designate the default commission rules that the system will use for an Appraisal, Commercial, Lease, Referral, Sale and New Home type transactions. You can use the Look Up button to select from the commission rules that have already been set up on … Continue reading
Letters Templates on System Settings Tab
This node allows users to define the default letters to generate through a transaction. To edit the Letter Templates please go to the Set Up menu and select the letter template you wish to edit and save as the new template.
Additional System Settings on System Defaults Tab
Prompt Notification When Cancel button is selected– By initiating this flag, user will be prompted when they try to close the system by clicking on the “X” at the top right of the screen. A warning will pop up to confirm that you want to close the system or not, … Continue reading
Creating Resources
To add a new Resource, select Resources from the Set up menu Select a related category then select New and complete the required fields When creating or modifying transactions, check the applicable resource list first (Buyer, Seller, etc.) to see if that contact already exists in the database. If it … Continue reading
Table Look Ups
The Table Lookup feature can be used to add additional information to certain fields. For example, conditions on transactions can be set up to include more detail, such as the type of condition. Please note that the system will only validate a particular field if at least one entry has … Continue reading
Mutual Release of Escrow/Trust Deposits
There may be occasions where transactions fall through and funds need to be disbursed back to the buyer, seller, or another resource. To do so, navigate to the Escrow/Trust deposit window Select to add new Disburse action: Select the Resource type that will be receiving the funds: Select the entity … Continue reading
Creating Commercial Commission Rules
Creating Commercial Commission Rules Select Commission Rules > Commercial from the Set up menu and select New Enter the necessary data as described below: Comm Rule The unique label you assign this commission rule. (ex. Builder) Description A brief description of the commercial commission rule Rent/SqFt. Enter the dollar amount … Continue reading
Creating Residential Commission Rules
Enter the necessary data as described below: Name The unique label you assign this commission rule. (ex. 5eq%) Description A brief description of the residential commission rule. (ex. Selling 2.5%, Buying 2.5%) Up to & = Four different levels of property sale prices allow for more complex commission rules. Selling … Continue reading
Creating a Partial Payment Commission Plan
A Partial Payment Commission Calculation means users can allocate Broker Flat Fees and Other Fees to partial payment transactions (20125613A, 20125613B, etc.) that will allow the user to pre-define specific Fee amounts that do not use the existing proportional calculations. Sample Partial Payment Commission plan: In the sample above, Partial … Continue reading