Deal Communications
Deal Share Status
When your workflow requires you to share commission information or documentation with third parties there is now a new easy way to track deals where that has been completed or deals that still need attention. On the summary information section next ...
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 ...
Notify Agents of Pending or Closed Paystubs
View Paystub in Deal Click the 'Paystub' menu under the Deal parent menu Share Paystub with Agent Agent has Access They can follow the steps above to view their paystub Agent has No Access Click the 'Share' button at the top of any deal Fill out ...
Sending Deals for Brokerage Review
You may request Review or Approval for any deal. Both Request Review and Request Approval send a notification to the Managing Broker for that office, so they can see comments and respond to the requester. The difference between the two is that ...