Brokerage Dashboard - Deal Items Requiring Attention

Brokerage Dashboard - Deal Items Requiring Attention

In this article, we’re going to explore how to leverage your Dashboard’s Requiring Attention side menu to clean up any outstanding items in your deals.

Brokerage Dashboard


Let’s tackle each section of the Deals Requiring Attention Menu, one menu at a time.

Activity Count


You can filter your Brokerages activity by This Year, Last Year, This Month, or Last Month and it will give you the count of the above columns.

Filter By Action


Most processes done in a deal can be filtered and searched by using this filter. Example, if you want to review comments made in a deal, select the Comment option in the dropdown.

Deals Requiring Action

Deals with funds to deposit



When clicking that link, you will be brought to your Deal’s page with the filters preset as shown below

You can further narrow this down the filter search to deals that are closed by removing the firm and conditional tags to view deals requiring deposits that are closed. Or expand the search by adding in the collapsed and voided tags to view those deals requiring deposits. If the amount of deals are too many to handle, you can focus on one sales status at a time. Investigate each deal and make any required fixes. If dealing with deals that are closed, remember in order to fix a closed deal, it must be reopened. You can reopen your deal by clicking the Reopen button at the top. Once fixed *Don’t forget to close the deal after! To close a deal after it’s been reopened, read here. 

Deals with Excess to Release


When clicking that link, you will be brought to your Deal’s page with the filters preset as shown below

The filtered view will show all deals with Excess Remaining that will need to be released. You can narrow the search by removing the Conditional and Firm tags to view all closed deals with funds to be released as this is not typical OR
use the Closed holding Funds in subledger preset filter, see that section near the end of the article

Collapsed with funds held


When clicking that link, you will be brought to your Deal’s page with the filters preset as shown below

Investigate the deals

The goal here is to either determine why you’re holding funds and if necessary release the funds. So, check the Transaction’s page to view the financials of the deal to see if a Deposit was recorded but not released, and why.

Check the comment section of your deal to see if there’s a reason. If no reason is given, the deposit could’ve been forgotten to be released back to the depositor or in the case of collapsed deals, the funds were supposed to be transferred to another deal. 

In the case of a forgotten release, read more on how to handle that here 

In the case of a deposit being transferred from one deal to another here, read more on how to handle that here

*Sometimes funds are held because the sale of a property has been disputed, in that case, note this in comments so you know why you’re holding funds. 

Deals with Payouts Remaining


Clicking Payout Remaining will redirect you to the deals page with these preset filters


This view will show all deals with payouts remaining but if you're looking to clean up your deals, use the Closed with Payouts remaining preset filter on the dashboard instead.

Closed with Payouts remaining


You will be redirected to this preset filter on the deal’s page



Closed holding Funds in subledger


Clicking that link will redirect you to this preset filtered deal’s page


This one can be a bit more complicated to solve, our suggestion is to tackle the deals that appear easier to solve, for example deal 3-2019-0066 (the excess looks like a possible commission payable amount).

In the deal’s main menu page, at first glance, it appears that an extra $5000, over the total commission amount, has been recorded.

Let’s dive deeper and head to the deal’s transaction’s page to see if the theory is correct.

Here it appears that $5000 has been recorded in the Trust/Escrow account but the Commission trust account balances to $0. You will have to investigate why the $5000 was recorded and determine if it was purposeful or a mistake. Our suggestion is to first check your bank statements to see if there was a $5000 deposit made, you may have to dig into past dates as the Trust deposit may have been recorded for the wrong date. If that is the case and you did receive $5000 on an earlier date, reopen the deal, remove the deposit and add it back recording the correct amount. Hopefully you haven’t made a manual reconciliation of this deposit in Xero/QuickBooks Online, if this is the case, you will know as you will not be able to remove the deposit in the deal and will have to unreconcile that deposit and in remove the manual transaction you created to manually reconcile the deposit.  After you add back the deposit with the correct date, batch over to your accounting software and reconcile correctly.  However, this does NOT fix why you have an excess of $5000, so you will have to determine if this needs to be returned back to the depositor, the Seller, or the Title Co/Lawyer to clear out this excess, to learn more about releasing funds, read here

Request Review menu

These last 4 items are part of the review process, please read more about this here.

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