Can edit => Close date => Contract Date =>Sales Price as needed.
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Alert!
Effective date is used to adjust when you want this tranaction to "Count" towards agent accumulation if different from close date. Leave blank to default to close date
Tip!
External Transaction Ref # is optional - if you have your own tracking numbers it can go here. Commonly used for Escrow Numbers.
Commission Calculation Section
Tip!
This section is where anything to do with commission calculations take place.
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Click here.
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Click "Edit Side"
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You can edit commission rate %, override GCI amount, add and remove agents from the edit side button
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Verify Gross Commission (GCI)
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Verify Agents Net Commission
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Can add External Referrals, Bonuses, Concessions through these buttons
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View/Edit/Add Commission Fees
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Distributions Section
Alert!
This section is where any entitiy being paid from the transaction is set.
Determines if paid from title, generating a bill or Check, or creating an EFT/ACH payment
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Verify distributions section
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Tip!
Commission disbursement Authorizations (CDAs) are generated here
Agent breakdowns are generated here
Can be emailed directly out from this section
Review Accounting Details
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Click "View Entries"
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Change Status of Transaction
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Click "ACCOUNTING_VERIFIED"
-Used to indicate the transaction has been intially reviewed. In this status you are still able to edit anything needed.
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Click "OK"
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Click "CDA_SENT"
-Used to "lock in" transaction details and calculations, can still be moved back.
-Commonly used once a CDA has been sent to Closing Company or vice versa
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Click "OK"
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Click "TITLE_PAYMENT_RECEIVED"
- Used to indicate that the money has been received by the Brokerage
-Used in case transaction is still waiting for outstanding items even though the money has been received
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Click "OK"
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Click "COMPLETE"
- This officially closes the transaction and syncs the closed status through out the system.
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Click "OK"
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Send to Accounting
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Click "Upload to Accounting"
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Tip!
Selecting NO = This will put this deposit in the bank deposit 'holding tank' waiting to be posted later or grouped with other deposits
Selecting YES = Posts the individual deposit automatically in Accounting System
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Select Yes or No to if you want to post the deposit in Accounting System
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Select the date you want to record the deposit
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Click "OK"
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Click "OK"
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