Settings and activity
8 results found
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
54 votes
Dane Farris
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52 votesDane Farris
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3 votesDane Farris
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32 votesDane Farris
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48 votesDane Farris
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19 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.
Dane Farris
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An error occurred while saving the comment -
210 votes
Hi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.
Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.
An error occurred while saving the comment Dane Farris
commented
In our MC we uploaded the Pre-DA and final DA for agents to review, always including agent detail pages so that they got detailed breakdowns of payment. Under the current system, we now have to upload 2-4 separate documents each time we process a transaction, whether it be before or after payment. Additionally, the associate detail pages do not include the Transaction ID number in the name, making it difficult to determine which page goes with which transaction.
Dane Farris
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15 votes
An error occurred while saving the comment Dane Farris
commented
Yes, please. We regularly used DA numbers to search for Opportunities in Command. This is especially crucial for sharing the final Transaction Disbursement to the opportunity in Command. Our agents are used to looking for the final DA for a breakdown of their payment, and we would like to continue the practice with the new system. It makes it very cumbersome to find the opportunity, though, when the document name just states the Transaction ID. Being able to search by Transaction ID would solve this problem, as well as make many other processes move more smoothly.
Dane Farris
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Any MC specific deductions are not included in the Financials or Commissions tabs. Our only option is to open the PDF for each transaction to properly account for deductions.