Default Field Values

Default Field Values help standardize your workflow by adding pre-filled content or placeholders to the More Info, Admin Info, and Commission Summary sections of new transactions. This ensures your team knows exactly what information to include from the start.

Introduction

The More Info and Admin Info fields are flexible sections used to store internal notes or transaction-specific data that doesn’t fit elsewhere. The Commission Summary field helps capture commission-specific details for easier tracking.

To help agents and admins enter the right information, Master Admins can set default values for these fields. These defaults appear automatically on new transactions and often include structured placeholders (e.g., Home Warranty: Y/N, Lockbox Code: _______).

Effective Use Examples

Here are some ideas for using placeholders in default values:

More Info

Home Warranty: Y/N
HOA Dues: ___________
Lockbox Code: ___________

Admin Info

Referral Source: ___________
Transaction Coordinator Assigned: ___________

Commission Summary

Total Commission: ___________
Split %: ___________
Broker Fee: ___________

Using consistent default values reduces missed fields, improves data quality, and helps everyone on the team know what’s expected.

Best Practices

• Use placeholders to guide agents and coordinators on what to enter
• Keep values short and easy to scan
• Update defaults periodically if your workflow changes

Set Default Value for More Info 

Who Can Do This: Master Admins

1. Go to Admin / Settings
2. Select [Default Field Values] from the left-side menu
3. In the More Info section, enter the default text or placeholder information you want to appear on new transactions
4. Click [Save]

Set Default Value for Admin Info

Who Can Do This: Master Admins

1. Go to Admin / Settings
2. Select [Default Field Values]
3. In the Admin Info section, enter your default content or prompts
4. Click [Save]

Set Default Value for Commission Summary

1. Go to Admin / Settings
2. Select [Default Field Values]
3. In the Commission Summary section, enter the default values or format you'd like applied
4. Click [Save]