Overview of the Brokerage Engine Control Panel
17 steps
|
3 minutes
1
Navigate to Brokerage Engine
Accessing the Control Panel
2
Click the "Transactions" tab.
3
Click the "Commission" option.
4
Click "Control Panel"
Navigating the Control Panel
5
The top tiles include transaction that may need further attention; Uncommissioned Transactions, Pending Upload to Accounting, Pending Data Update, and Fell Through Holding Escrow.
6
Click "Uncommissioned Transactions".
7
This list includes all transactions that have not been assigned a commission schedule.
8
Click "Pending Upload to Accounting"
9
This list includes all transactions with updates made to the Edit Transaction page that might need to be pulled over to the Commission Detail page using the orange Pending Data Update button.
10
Click "Pending Data Update - Pending Approval for Transactions Updates"
11
This list includes any transactions that contain updates made to the Edit Transaction page that have not yet been updated on the Commission Detail page using the orange "Pending Data Update" button.
12
Click "Fell Through Holding Escrow"
13
This list contains all transactions that Fell Through with an Escrow Deposit.
14
These calculations are based on all open transactions, including open Other Income transactions.
15
A list of expiring and expired commission schedules can be found.
16
Transactions that are closing within a certain time frame can be viewed.
17
The Under Contract Forecast can be viewed.
