What's New?

REPORTS

Agent Ranking All & Team Ranking All Reports

• Multi-select function added under accounting code parameters
   

  

NOTIFICATIONS / EMAIL CAMPAIGNS

Notifications,Campaigns and Letters: New Commission Disbursement Authorization (CDA) merge field

The CDA breakdown merge field was introduced to support new customers. It provides a simplified and tailored breakdown of payments.

With this enhancement, you will:

• See only the agent(s) who are scheduled to be paid — even when an agent represents both list and sell sides
• Eliminate blank or unnecessary details in the breakdown
• Enjoy a cleaner, more streamlined payment view tailored to your workflow
• Keep accounting information concise and relevant

New condition for Notifications when Payment Info (ACH/CC) is Added or Updated

• A new system notification has been introduced to alert administrators whenever an agent or supplier adds or updates their payment information. This enhancement strengthens financial oversight, improves audit tracking, and ensures that all ACH and credit-card changes are captured in real time.

• The notification is already included in the master template and supports up to five payment-method slots for both ACH and CC.

• The notification fires automatically when either of the following events occurs:
• A new ACH or credit-card payment method is created

• An existing payment method is modified — including changes to labels, account types, routing numbers, expiration dates, or other details

   

PROPERTY

Tiered Commission Plan Calculation

• A powerful new enhancement designed especially for brokerages that use tiered or graduated commission structures. You can now calculate gross commission using multiple commission rates applied to different portions of the sale price.

• Instead of manually calculating commission tiers, the new Gross Commission Calculator:

  • Applies different rates to defined price ranges
  • Automatically calculates list side and sell side totals
  • Displays a clear breakdown of how commission was calculated
  • Allows percentages up to four decimal places (ideal for Canadian requirements)
  • Saves frequently used tier structures as reusable templates
  • Supports importing tiered commissions from Skyslope (for Canadian clients)

  
  Why This Matters

  • Eliminates manual tiered commission calculations
  • Reduces risk of errors
  • Improves transparency and audit tracking
  • Supports Canadian brokerage commission structures
  • Saves time with reusable commission templates

COMPANY

• Label update under the Spotlights setup: charts in the group has been updated to: KPI's & Charts in Group
• We’ve updated the terminology in your software — “Vouchers” are now labeled as “Bills.”
  • This change is part of our ongoing effort to simplify language and make the system more intuitive and consistent. Functionality remains the same; only the label has changed.
  • You may still see the term “Voucher” referenced in some Knowledge Base articles or training materials. We are in the process of updating all documentation and expect this to be fully aligned over the coming months.

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