What's New?

Darwin.Cloud AI Training

AI Workflow: Property Fix

• This new feature will provide users with an easy way to fix the accounting records associated with a closed transaction
  • Related article: How to Make Corrections on a Previously Closed/Posted Property

Darwin AI Training: Automate Agent Billing

• Let AI automate your agent billing

Darwin AI Training: Setting to Automatically use ACH for Direct Depost on POST

• Users would be able to set their default preferences for the following actions on the POST screen

Automatically write escrow check to the company on Properties > POST

• This feature would create new settings to automate processes that the users currently need to do manually for every individual transaction.  Users would be able to set their default preferences for the following actions on the POST screen

BILLS

New Wizard for Charging Agents Interest on Unpaid Bills

• Allow users to add charges to an agent for interest on unpaid invoices
• This will allow a way for users to perform bulk activity that will keep users from having to calculate and assess charges one-by-one

REPORTS

Closings by Agent Report: Viewing Team Production

• In the Closings by Agent Report, there is a new filter that reflects which transactions were closed as part of a team - even if the agent is no longer part of that team

PosiPay Report

• Added a Multi-Select to AccountID filter to the PosiPay report lets users view and compare multiple accounts in a single report, saving time, reducing manual work, and improving accuracy by eliminating the need to run and combine multiple reports.

ReMAX Customer Reports ONLY

• TeamID and TeamLeaderID settings have been added to Application Settings

Agent Data Sheet

• Complete address (to include: city, state, zip) and custom fields data will display on the Agent Data Sheet

Agent Commission Basis Level Report: Graduated & CAP

• We’ve enhanced the Agent Commission Basis Level Report to provide better visibility into agent progress. By integrating real-time balances directly alongside commission calculations, this update eliminates the need for manual cross-referencing and speeds up the payout review process.

FORTE

Multiple Merchant Accounts for Forte

• Allow users to use different Merchant ID’s for agents in different offices

• Allow users an easy way to set up non-Agents who may be paid from multiple Companies within a database

New Application Setting – Allow Unpost of Closings with Forte Payments

• This configuration determines whether users have the authority to "unpost" a closing transaction that contains a payment processed via the Forte payment gateway. 

NOTIFICATIONS / EMAIL CAMPAIGNS

Open House Notifications: How to add agent's office

• Added the flexibility to Open House notification templates
  • Added Merge Field: Agent Office Name, Agent Office Phone Number, Agent Office Email Address

How to Add Master Templates in Notifications

• Allow users to add Master Templates to their database

FORMULAS

Company Filter to Toals

• We’re introducing an improvement to Totals designed for customers who manage multiple companies.
  • Totals will be created and viewed by company
  • A company selection will be required when creating or searching totals
  • Totals will only appear for the selected company
  • Prevents cross-company data issues

1099

Print 1099's with Company Name

• In the People Links submenu, a new field, "custom 1099 name (optional)," has been added for payees that use a name other than a personal name or corporate name for tax purposes

TOOLS

Upload Image to Check Layout

• Users will be able to upload an image to their Check Layout directly into their software via image or image url.