Settings and activity
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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?
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Mikayla R. Barnes
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31 votes
An error occurred while saving the comment Mikayla R. Barnes
commented
This or something similar is needed in order to track business centers separately
Mikayla R. Barnes
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22 votesMikayla R. Barnes
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76 votes
An error occurred while saving the comment Mikayla R. Barnes
commented
We use deduction reports during tax season to hand out to agents so they have totals paid to various charities, TC's, and MLS fees. We also use this to pull the MLS fees we have paid for reconciliation of particular transactions. Since the MLS fees are grouped in AccountEdge, it's our only resource. Although we could definitely create workarounds for these, it is, yet again, creating more work on the admin and taking away from time we could be spending on servicing our agents.
Mikayla R. Barnes
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199 votesMikayla R. Barnes
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105 votesMikayla R. Barnes
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107 votesMikayla R. Barnes
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18 votes
An error occurred while saving the comment Mikayla R. Barnes
commented
Same concept for the new Transaction dashboard. We shouldn't have to toggle between two screens to see if a transaction is compliance approved before processing the commission.
Mikayla R. Barnes
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118 votesMikayla R. Barnes
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Here to add what most people have already said. Agents love this breakdown page, but currently, even when both pages are selected, it downloads two separate files rather than 1 document with both pages on it. I then have to upload two separate documents into Command or take the time to merge them in Adobe. It's more work for me and the agents hate having to download 2 files from Command as well. If I only had to do this once a month, it wouldn't be a big deal but 100s of times a month is exhausting and time consuming.