Managing your Notification Settings
To manage or change which notifications you're subscribed to and how you'd like to receive them, click the dropdown arrow next to your name in the top right of the app and then click Settings.
Notifications can be received in three ways:
In-app: You can find these in the top right of the app in the bell icon ??.
E-mail: Check your inbox for emails from firstname.lastname@example.org.
Daily Summary E-mail: Any notifications you've subscribed to through will be bundled together in one email per day.
If you'd like to receive a notification, check one or many of the options in the matrix
New Xero API & Settings - Xero V2
Once you’ve been upgraded to the new Xero API and interface you will now find the Batches and settings under the Integrations menu instead of the Brokerage menu. You’ll see a setting page and an activity page. The setting page is where you will ...
Pending Payout Notifications
Pending Payout Notifications Deal administrators can notify agents about their upcoming payouts prior to releasing funds. This will send them a notice that they will be receiving funds on a transaction and request they review and respond by the end ...
Updating Your Profile
If your contact information changes or you want to receive payments in your incorporated name, you'll want to keep your brokerage up-to-date! To make changes: Click My Profile in the menu on the left. On your profile page you'll see all of your ...
Agent's Profile Notes
Introducing Profile Notes! Now all admins, office admins, and Brokers can leave multiple notes on contact profiles. And what's better? They are all encrypted and privately stored. Feel free to leave any notes about fee structures, history, targets ...
How the deduction amount is calculated When a deal and/or agent matches a deduction's settings and the deduction is applied the amount will be calculated automatically. Let’s say we have a deduction with the amount based on the agent YTD commissions ...