Settings and activity
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3 votes
Delores Thompson
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5 votesDelores Thompson
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8 votes
An error occurred while saving the comment Delores Thompson
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104 votesDelores Thompson
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40 votesDelores Thompson
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18 votes
Could you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.
Delores Thompson
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43 votesDelores Thompson
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31 votesDelores Thompson
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204 votes
Please explain your process for documents when delivering them to agents. Are you emailing, printing, etc.?
Would you like Page 1 plus all of the Associate Details to print together, or Page 1 plus each Associate's Details to print as separate files?
Delores Thompson
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17 votesDelores Thompson
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261 votesDelores Thompson
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174 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Delores Thompson
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199 votesDelores Thompson
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87 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Delores Thompson
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14 votesDelores Thompson
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118 votesDelores Thompson
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183 votes
Would it be helpful to see this information when pulling the Cap Details Report? If not, what other information (if any) would you like to see, like the CO$ paid in so far?
Delores Thompson
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31 votesDelores Thompson
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It's tedious and skews our reports when we have an agent on both sides of the transactions. In order to not have to "terminate" a dual sided transaction to make processing smoother, agents should be able to input their commissions for 2 units as "dual sided" at submission. Instead of MCA's having to do this when applicable.