Settings and activity
37 results found
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25 votes
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16 votes
Anna Reiswig
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51 votesAnna Reiswig
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24 votesAnna Reiswig
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
60 votesAnna Reiswig
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49 votesAnna Reiswig
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56 votesAnna Reiswig
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72 votesAnna Reiswig
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92 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Anna Reiswig
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123 votes
An error occurred while saving the comment Anna Reiswig
commented
This would be helpful and eliminate my extra folder with alllll the W-9s since the beginning of time.
Anna Reiswig
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70 votesAnna Reiswig
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110 votesAnna Reiswig
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127 votesAnna Reiswig
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An error occurred while saving the comment Anna Reiswig
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I would like to ask for the OPTION to automatically add it. And to enhance it, have the DA print with our signature, date, THEN automatically upload.
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15 votes
We will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
Anna Reiswig
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119 votesAnna Reiswig
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31 votesAnna Reiswig
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An error occurred while saving the comment Anna Reiswig
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The market center needs to verify the SSN number and name to 1099 correctly so that we are not fined by IRS. In addition, we verify for child support and/or employment verifications based on the agents' SSN in addition to their name.
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121 votesAnna Reiswig
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When processing checks and ACH commissions to our agent, it would be helpful to print more than one DA at a time for the person approving the ACHs and checks. This would save a lot of time from going into each transaction, downloading then printing the CDA one by one. It is something we do daily for what can be up to 50 DAs at a time.
We also sometimes receive requests from agents for their CDAs in bulk. Since it was something we could do for them quite quickly through WinMORE, it will feel like a take-away for them for us to direct them to the opportunity instead.