What's New (February 4, 2024)

Break Apart: Split and Name Docs While Zoomed In

If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page.

You can now split, name, and assign permissions to your docs while you're navigating between full-sized pages. This allows you to specify your docs while taking a closer look at them vs. having to return to the grid view to split and name them, potentially disrupting your workflow.

Of course, this zoomed-in method simply serves as an added convenience when needed. You can still break apart docs from the thumbnail grid to take advantage of the bird's eye view.

Watch a 2-minute video on how it works →

The Gear next to a Transaction on the Transactions List Page includes the option to

Easier Formatting is Now Available in More Places

The formatting tools you've been enjoying in messages are now available in your email signature and company announcements. Create visually appealing signatures and announcements by adding bold text, links, lists, emojis, and more using the standard formatting icons.

Learn more about Email Signatures →

Learn more about Announcements →
 

View Past and Future Commission Figures at a Glance

Need quick access to commission-related figures from three months ago or two months ahead? Access your Commission Summary across multiple months and years by clicking the forward and back arrows on the Commission Summary page.

Don't forget you can always access your comprehensive Comparative Production Report. It allows you to measure seasonal performance by comparing figures for any given month across multiple years, as well as annual totals.

Preset Shortcuts Have Been Retired: Use Custom Shortcuts Instead

The six preset Shortcuts that previously resided on the left Transactions menu have been retired. Use your own Custom Shortcuts to create and quickly access any reports you regularly view.

Learn more about Custom Shortcuts here →

Only Allow Agents to See Messages on their Side 

Need for notes and messages sent by agents on one side of a dual-sided transaction to be shielded from agents on the other side? 

Set your account to automatically hide these messages from the other side's agents by turning on Prevent agents from viewing other side's messages under Company Settings.

Commission Module

Track Agents' Progress Toward Commission Splits or Measure Their Total Brokerage Contributions

With the new Agent Contribution report, you can view agents’ commission contributions to the brokerage during a given time period, as well as monitor how close they are to their Next Commission Splits.

Download an Agent Contribution report from the Reports area by clicking [Agent Contribution] on the left menu and selecting your desired options for the report.