Brokerage Dashboard - Deal Items Requiring Attention

Brokerage Dashboard - Deal Items Requiring Attention

This article explains how to use the Requiring Attention section in your Dashboard to review and resolve outstanding items across your deals.

BROKERAGE DASHBOARD OVERVIEW


Let’s walk through each section of the Deals Requiring Attention menu, one step at a time.


Activity Count


You can filter your Brokerage activity by This Year, Last Year, This Month, or Last Month, and view the corresponding counts for each of the above columns.

Filter By Action

Most deal processes can be filtered and searched using this filter. For example, to review comments within a deal, select “Comment” from the dropdown.
You can also filter by all firm deals, payout deals, deal created, requirements due, and other available categories in the dropdown menu.

Deals with funds to deposit

This required Call to Action lists all deals, regardless of status, and prompts a deposit to be added to the deal.

When you click the Call To Action Link, you’ll be taken to the Deals page with preset filters applied: Deposit Required, and deal statuses such as Conditional, Firm, and Closed, as shown in the screenshot below.

You can further refine these filters as needed:

  • To narrow results, click the “X” next to any filter you want to remove
  • To expand results, click the filter button and add or adjust the fields you want included


🔍Investigation

The goal is to identify why a deal is requiring a deposit. This may be because the funds have not yet been received, or because a deposit was missed when the deal was created.  

To investigate, go to the deal’s Transactions page and review the financials to confirm whether a deposit has been recorded.
Resolving the Required Action: Deals with Funds to Deposit
Add a deposit to any deals where funds have been received or where a deposit was missed and not recorded. Learn more about adding a deposit to a deal

Deals with Excess to Release

This required Call to Action lists all deals, regardless of status, and highlights any excess funds held on a deal that need to be released.

When you click the CTA link, you’ll be taken to the Deal’s page with preset filters applied: Excess Remaining, and deal statuses including Conditional, Firm, and Closed, as shown in the screenshot below.

You can adjust these filters as needed:

  • To narrow results, click the “X” next to any filter you want to remove
  • To expand results, click the filter button and add or edit the fields you want included


🔍Investigation

The goal is to identify why funds are being held and whether they should be released.

Start by reviewing the deal’s Transactions page to check if a deposit was recorded but not yet released, and understand the reason why.

Next, check the comments section of the deal for any notes explaining the hold.
If no reason is provided, the deposit may have been:
  • Missed and not released back to the depositor, or
  • Intended to be transferred to another deal in the case of a collapsed deal.
Resolving the Required Action: Deals with Excess to Release
If the release was forgotten, Release the funds to the Correct Party
In the case of a deposit being transferred from one deal to another here, learn more about transferring funds between deals
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. 


Collapsed with funds held

When you click the Call To Action link, you’ll be taken to the Deal’s page with preset filters applied: Excess Remaining, and deal statuses including Collapsed and Voided, as shown in the screenshot below.

It is not recommended to expand or narrow this filtered search.


🔍 Investigation

The goal is to determine why funds are being held and whether they need to be released.

Start by reviewing the deal’s Transactions page to check if a deposit was recorded but not released, and identify the reason.

Then check the Comments section of the deal for any notes explaining the hold.
If no reason is provided, the deposit may have been:
  • Forgotten and not released back to the depositor, or
  • Intended to be transferred to another deal (in the case of collapsed deals).
Resolving the Required Action: Collapsed with funds held
If the release was forgotten, Release the funds to the Correct Party
In the case of a deposit being transferred from one deal to another here, learn more about transferring funds between deals

Deals with Payouts Remaining


When you click the Call To Action link, you’ll be taken to the Deal’s page with preset filters applied: Payout Remaining, and deal statuses including Conditional, Firm, and Closed, as shown in the screenshot below.

🔍Investigation

Deals marked as Conditional or Firm will require payouts once the deal is finalized and ready for payout.

To view deals that are already closed but still have payouts remaining, click the “Closed with Payouts Remaining” in Required Action in your Dashboard. For a walkthrough of this action, see the next section below.

Resolving the Required Action: Deals with Payouts Remaining

When the deal is ready to payout, pay the deal out. Learn more about paying deals out


Closed with Payouts remaining


When you click the Call To Action link, you’ll be taken to the Deal’s page with preset filters applied: Payout Remaining and deal status Closed, as shown in the screenshot below.


🔍Investigation

Closed deals should not require payouts unless they fall into one of the following scenarios:

  • The deal has been partially paid out, and additional partial payouts are still required (see partial payouts documentation)
  • The property is in dispute, funds are being held, and a payout is still pending

🔍 Resolving the Required Action: Closed with Payouts Remaining

All other cases should be reviewed to understand why a payout is still required. If it is determined that no payout should be made, complete the following steps:

Closed holding Funds in Subledger


When you click the Call To Action link, you’ll be taken to the Deal’s page with preset filters applied: Excess Remaining and deal status Closed, as shown in the screenshot below.

It is not recommended to expand or narrow this filtered search.


🔍Investigation

The goal is to identify why funds are being held and determine whether they need to be released.

Start by reviewing the deal’s Transactions page to check whether a deposit was recorded but not released, and understand the reason for it.

Next, check the Comments section of the deal to see if any explanation has been provided. If no reason is noted, the deposit may have been:

  • Forgotten and not released back to the depositor, or
  • Intended to be transferred to another deal (in the case of a collapsed deal) 

🔍 Resolving the Required Action: Closed Holding Funds in Subledger

You can view all Review process messages in your deal’s Summary page (located at the top of the deal) or within the History tab of the deal.


Deals Need an Administrator

👤 For Brokers / Head Admins

Click this action to view all deals that require administration or management.


When you click the Call To Action link, you’ll be taken to the Deal’s page with preset filters applied: No Admin, and deal statuses including Conditional, Firm, and Closed, as shown in the screenshot below.


Assign an admin to manage the deal in the People page.

Go to your Deal’s People page, then search for and select the administrator you want to assign to the deal.


👤 For Assigned Admins

Depending on your notification settings, you will receive either an in-app alert, an instant email, or a daily summary notifying you that a deal is ready for review.

If you do not receive a notification, please check your Notification Settings by clicking your profile icon in the top-right corner of the app and selecting the relevant option. learn more about notification settings


Deals Need Review

Click this action to view all deals that need to be reviewed.

When you click the CTA link, you’ll be taken to the Deal’s page with preset filters applied: Needs Review, and deal statuses including Conditional, Firm, and Closed, as shown in the screenshot below.

👤 For Assigned Admins

The assigned admin uses this action to notify the Head Admin or Broker that the deal is ready for review, ensuring accuracy and compliance checks are completed.

Go to your Deal’s Created button, located at the top right of the deal next to the Share button.


Click the Request Review option to initiate the Review Request.
Add your message and click Submit. Learn more about the full Review process


👤 For Brokers / Head Admins

Depending on your notification settings, you will receive either an in-app notification, an instant email, or a daily summary when a deal is ready for review.

If you are not receiving these alerts, please check your Notification Settings by clicking your profile icon in the top-right corner of the app and selecting the relevant options. learn more about notification settings

Deals Need Approval

Click this action to view all deals that require approval.


When you click the Call To Action link, you’ll be taken to the Deal’s page with preset filters applied: Needs Approval, and deal statuses including Conditional, Firm, and Closed, as shown in the screenshot below.


For Assigned Admins

After any Review process between the Assigned Admin and Head Admin/Broker, the assigned admin will initiate this action letting the Head Admin/Broker know that the deal is ready for approval or approval to payout. 
Go to your Deal’s Created button, located at the top right of the deal next to the Share button.

Click the Request Approval option to initiate the Approval Request.
Add your message and click Submit. Learn more about the full Review process 
Depending on your notification settings, you will receive either an in-app notification, an instant email, or a daily summary informing you that a deal has been approved or rejected.
If you are not receiving these notifications, please check your Notification Settings by clicking your profile icon in the top-right corner of the app and selecting the appropriate options. learn more about notification settings

For Brokers/Head Admins

If requesting Approval for Payout select that option.

Click the Approve or Reject Button depending on the state of the deal.


Depending on your notification settings setup, should receive either an in-app, instant email, or daily summary alerting them a deal has been submitted for Approval. If you do not receive that notification, please head to your notification settings, found under your Profile's icon in the app's top right corner and select the option below, learn more about notification settings


Rejected Deals

Click on this action to view all deals rejected.

When you click the Call To Action link, you will be taken to the Deal’s page with preset filters applied: Deal Rejected, and deal statuses including Conditional, Firm, and Closed, as shown in the screenshot below.

Please note, rejected deals do not complete the review process. You can view the rejected status, follow the required instructions, and then restart the review process.

👤 For Brokers / Head Admins

To reject a deal, go to the deal’s Summary page (the page you land on when clicking a deal number or address from the deal search page) and click the red Reject button. Add the reason for the rejection, click submit.

👤 For Assigned Admins

To view the rejected message, go to the deal’s Summary page (the page you land on when clicking a deal number or address from the deal search page).  The rejection details will be displayed in the top summary section of the deal.


If applicable, correct or update any missing data or documents in the deal, then resubmit the Review Request.

Depending on your notification settings, you will receive either an in-app notification, an instant email, or a daily summary informing you that a deal has been rejected.

If you are not receiving these notifications, please check your Notification Settings by clicking your profile icon in the top-right corner of the app and selecting the appropriate options. learn more about notification settings


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