There are situations where a Buyer has placed a deposit on certain property that fell through, but the Buyer purchases another property and requested that Deposit continue to be held by your brokerage. In this instance, navigate to the original transaction and select Edit. Navigate to the Deposits tab and … Continue reading
Correcting a Trust/ Escrow Deposit in Back Office
There are times where you may need to correct a deposit. If you have not already deleted the deposit in QuickBooks, simply add the new Deposit, select Reverse and Post Immediately and sync the transaction. If the deposit has been removed from QuickBooks, perform a mock disbursal by deselecting the … Continue reading
Edit a Deposit Date (Back Office)
Once a Deposit has been recorded on a Transaction, the system prevents further changes for security and tracking purposes. To edit dates, ensure users has the correct permissions via Setup / Users/Passwords. Highlight the selected User Name and Edit as shown in screen shot below, then Save. To Edit the … Continue reading
Creating Agent Advances
Adding an Internal Broker Advance Navigate to the selected Transaction and select the Commission tab Highlight the Agent and select the Advance icon ($): Select New to add the advance information The Agent Ref ID, Transaction number, Agent Comm and Agent Tax will default with the Transaction’s details: enter the … Continue reading
Disabling Fixed Date Formatting (Back Office)
Navigate to Setup > Company Profile On the System Defaults tab > select Additional System Settings Deselect the option: Display Date and Time in Fixed Format Re-launch the app for new configurations to take effect
Search Function in Back Office (Advanced Search)
From the main navigation screen, Transactions can be sorted by selecting any of the column headers except Agent (Transaction Number, Address, Unit No, Closing Date, Status, Type and Firm/Not Firm). You can also search by selecting All, Open, Closed or Voided via drop down, please note limitations relating to dates … Continue reading
Deposits (Back Office)
Navigate to the transaction’s Deposits tab and select Edit Select the appropriate Escrow/Trust Account bank account and select the Escrow/Trust icon: Within the Escrow/Trust Deposits window, select add Select the appropriate Action: Deposit, Disburse, Issue Term Deposit/GIC, Redeem Term Deposit/GIC, Reverse or NSF-Non-Sufficient Funds and complete the rest of the … Continue reading
Adding Sellers/Buyers and Attorneys (Back Office)
Navigate to the transaction > select Edit > select new under the Seller Name: Within Seller/Buyer Detail window, select the search: Lookup the contact by name or if new, select add: Follow the same steps for any Attorney/Title Company contacts as necessary
Email Configuration (Back Office)
Navigate to Setup > Company Profile > System Defaults Select Email Document Configurations Default Email Configurations This window allows the configuration of Default Documents that can be emailed to Transaction Resources. For example, Buyer letters emailed to Buyers or Agent Statements to Agents. The email body should be configured per … Continue reading
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 or Transaction Number ONLY Enhanced Utilities to allow editing … Continue reading