Product Updates

September 2017

  • NEW FEATURE – Expense Module – Added a new Expense facility to manage Agent Expense’s that can be used to pay back out of agent commission earnings. Great way to manage recurring and fixed agent expenses
  • NEW FEATURE – Expense Report – Added the new report Agent Expense to our growing list of back off reports. This report will list out posted agent expense’s in either a summarized or detailed view.
  • NEW FEATURE – Comment Editors – We implemented a full rich text editor to all our comment editors across the platform.
  • NEW FEATURE – Email Notifications – Added the ability to send automated emails to agents when new invoices have been generated and sent to the bill to.
  • NEW REPORT – Added a new report, Agent Report by Split Plan, this report will list all Agent’s Gross, Agent Net and House Net amounts along the related Split Plan name and description.
  • IMPROVEMENT – We added additional filters to existing reports to provide supplementary reporting metrics.
  • IMPROVEMENT – General UI improvements to increase efficiency and improve the overall look and feel of the application.
  • IMPROVEMENT – Added the ability to resend verification/activation email to new agents from the User Management module.

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