Send Notification Button for Associates When Paid on a Transaction
We work hard to keep all aspects of the transaction and actions needed or taken inside of the opportunity. It's our one-stop-shop for everything related to each transaction.
We currently tag agents in the "Closed Stage" of the Documents Tab to notify them they've been paid, and when/how any cobrokers, referrals, or seller excess checks have been released.
It would be VERY helpful to have a button for MCA's to use that auto-tags the Opportunity as "Paid Out" and sends a pre-formatted Command Notification (with a companion email) to notify the Agent when commissions, cobrokers, referrals, and seller excess has been paid (and how). The function should allow for custom messages based on the type of transaction (Seller, Buyer, Landlord, Tenant) and parties involved (kw agents, outside agents, seller excess, referrals paid). That same button's click-action should also auto-upload the DA to the Closed Stage for agents to refer to for their records.
This is a major pain point that would be solved for Solo and Team Agents as well as MCA and Agent Services and Transaction Coordinators. A large percentage of email communications between those parties asking about status updates would be eliminated.

-
Mauricio commented
Office would like a way to send a congratulation email every time agents make a successful sale,
-
Chris Tobeck commented
... and in posting the DA's... please bring back the Page 2 Associate's DAs! Agents are demanding to see their individual deductions, not the combined deductions from everyone on the transaction!
-
Carolyn Ross commented
YES! Since I mess this part up every time it seems.
-
Roberto Marchetto commented
Very important, it would cut down on back and forth about commission checks status!
-
Rita Lu commented
This button would eliminate over 50% of my emails to the MCA about the status of my commission checks.
-
Cheryl Gordon commented
good idea!
-
Toma Wadness commented
This is great! The more communication between office and agent would go a long way!
-
Valarie Fitzgerald commented
This would be amazing!
-
MARITZA Ramos commented
This would help streamline communication between the office and agent.
-
LABS Team commented
Can we please make it very easy to know if an agent has been paid for their transaction? It would be amazing to have the word "PAID" in bright red letters with a check mark at the top of the opportunity. Please see attached example idea. Thank you!