Happy Spring! Over the past several weeks we have received so much positive feedback from you all, and are excited to share new updates that have been implemented in Dual Agency deals.
This Month's Spotlight: Dual Agency
We recently upgraded our Dual Agency process! This includes the way Dual Agency deals link together, making it easier to find possible Tenant/Buyer deals already existing in the Pipeline.
- When adding a new Dual Agency Deal, see a list of possible matching transactions from the Pipeline on the Basic Information page.
- No matches? No problem! Check “Generate a New Transaction” that will include both sides of the deal.
- If an assistant or agent with the ability to Close a Transaction is not on the B side of the deal, they will not be able to see that side's Internal Review.
- If one agent is on both sides of the deal, deductions will be deducted on both sides of the deal, rather than just one side.
We know you will find the Dual Agency updates helpful in linking transactions. Other recent updates to the platform include:
- Firm Metrics Graphs
- Share this one with your agents, who can now click within their My Metrics graphs to obtain details regarding the data illustrated in the graphs.
- Estimated Payment Breakdown
- Estimated payment breakdowns in the Internal Review are now locked to prevent changes to the splits on previously paid invoices. This data can only be changed by “unlocking” the payment breakdown.
- Referring Firm Agents
- When adding a Referring Firm to a deal, the agent's name from that Referring Firm will now show on the Details page and the Commission Review section.