COMING SOON
If your Brokerage participates in displaying "Coming Soon" listings, this is where they will appear.

BUYER NEEDS
Here, Agents are able to add "Buyer Needs," and share specifically what they're looking for. This feature, along with "Coming Soon" listings, promotes in-Brokerage transactions.

TASKS
Any tasks that have either been created or assigned will appear here.

UPCOMING EVENTS
This section provides a list of any upcoming events that have been scheduled. This can be integrated with a public Google Calendar or Eventbrite.

The table below lists all the upcoming events.

LINKS & DOCUMENTS
Links or Documents that are regularly used within your Brokerage can be displayed here, allowing for quick, easy access.

DOCUMENT LISTS
Should there be any Listing or Transaction Documents that are pending review, they will display here.

MAIN NAVIGATION BAR
Now let's look at the main navigation bar.

Dashboard
Tasks
Active
On Hold
Done
Projects
Listings
Residential Sales
Prospective
Commercial / Lease
Offline
Transactions
Pending
Closed
Cancelled
Other Income
Commission
Control Panel
Commission Schedules
Work Queues
Brokerage Settings
Disbursement Agents
Sub Agents
Document Lists
Invoices
Open Invoices
Pending Invoices
Voided Invoices
Payment History
Subscriptions
Allowances
Marketing & Services
Agents
Active
Terminated
Reports
Listing
Open House
Expiring Listing
Office Listing Inventory
New Listing Acquisition
Prospective Listings
Listing Quality Control
Scheduled Seller Report
Agent
New Agents
Agent Roster
Birthday
Expiring License Report
Agent Commission Anniversary Report
Agent Count Report
Transaction
Transaction Referral
Transaction Activity
Under Contract Forecast
Closed Transactions
Cancelled Transactions
Transaction Concession
Task
Marketing Task Insight
Office Task Breakdown
Marketing Opportunity Inventory
Accounting
Broker Daily Digest
Invoice
Invoice Split Requests
Agent Ranking
Referral Ranking
Agent Production
Office Monthly Production Breakdowns
Office Production
Transactions By Tag
Agent Payment Profile
Operation
RETS Delta
System Usage
Sync History
Transaction Sync Validation
Contacts
Buyers
Integrations
Data Export
Closed Transactions
Pending Transactions
Other Income Transactions
Tasks
Personnel
Listings
Post
Accounting

TASKS
Tasks that are either user-generated or system-generated can be found in the Tasks table.

LISTINGS
Here is where all Listings are located.

TRANSACTIONS
And here is where all Transactions are located.

DOCUMENT LISTS
In this tab you'll find Listing & Transaction Documents that have been uploaded to the system.

INVOICES & MARKETING
Anything pertaining to Marketing & Services Opportunities, as well as Agent Invoicing can be found here.

MARKETING & SERVICES
Notice that Marketing Opportunities is located within the "Invoices" tab. However, in the Agent View, the Marketing module will display as its own tab.

AGENTS
Here you can view and/or edit the Brokerage Agent Roster.

REPORTS
Quickly gain access to a variety of reports by utilizing the Reports Tab.

CONTACTS
As you make connections with potential buyers, you may wish to store their contact information in the system - this will allow you to create buyer-specific documents prior to a transaction.

INTEGRATIONS
Here is where you can export data from the system.

SYSTEM PROFILE
Use this dropdown to edit your profile or access Support and Tutorial links.  Admins will also use this dropdown to exit an agent profile impersonation.

SEARCH FEATURE
To quickly find a variety of elements within the system, utilize the Quick Search feature by clicking the magnifying glass icon.  Easily search for Listings, Transactions, Agents, Links, and Invoices by using either an
address, MLS number, or Agent Name.

GLOBAL SEARCH RESULTS
Based on your input, the system will initiate a global search to deliver any/all results that match. Agent results will appear in the center column, listings will appear in the left column, and transactions, links and invoices will appear in the right column.

Welcome to the main Dashboard! Let's explore the layout and complete a brief overview of each tab/module. 