Related Articles
Profile selector in 'Received from' & 'Refund to' fields in your Add Deposit/Release Deposit menus
We've implemented a new way to add contacts to the 'Add Deposit' menu and 'Release Deposit' menu. Going forward only contacts added to the deal via the Deals People's page will show up in the Received from/Refund to fields. Scenario 1 - Adding a ...
Deposits using payment processors
Request a deposit via Payload or Zum Rails. You can use either Zum Rails or Payload to pay your Agents. In this help article, we walk through the process using Payload; however, the workflow will be the same with Zum. Please note that requesting ...
How to Transfer Funds
If your Brokerage takes a deposit to your Trust or Escrow account and you must transfer out any funds to pay your Agent's and/or Outside Brokerages, you will need to transfer funds between the accounts. To Transfer funds: Click the Transfer funds ...
How to add a deposit
Whether you're adding a Trust deposit or receiving commission funds on a deal, you'll use the Add a Deposit module in a deal. First, head to the Add a Deposit menu under the Deal parent menu. Next, Choose the bank account you're depositing to Next ...
Transferring funds from one deal to another
If a Deal Collapses and you are holding Deposit/EMD funds for a buyer and need to now transfer them to the new Deal this can be done in the following way. First, you will need to 'Release Deposit' from the old Deal by selecting the Release Deposit ...