Settings
Backup Management
Last Updated: January 20, 2026Who It’s For Video Walkthrough What It Does Backup Management allows you to generate, download, and store complete off-platform backups of your transaction data, documents, and review history.Backups support audits, compliance, and long-term record retention. Where to Access Main Function Description Automatic Backups Manual Backup Generation Once generated: Backup File Contents Each downloaded backup includes:…
Commission Settings
Last Updated: November 2, 2025Who It’s For:Commission Settings are designed for Admins and Super Admins. They control how commissions, adjustments, and disbursement authorizations (CDAs) are structured and processed within your brokerage. Video Walkthrough What it Does Commission Settings define the default rules and categories used to calculate and distribute commissions. This includes: Where to Access Go to Left Menu…
Forms Configuration
Last Updated: November 2, 2025Who It’s For:Forms are used by all agents and cross-agents but are created and managed by Admins. They provide a standardized and flexible way to collect and store key information related to transactions, offers, and client intake. Video Walkthrough What it Does Forms allow your brokerage to capture consistent data through four customizable form types:…
Task Template Setup
Last Updated: November 5, 2025Who It’s For:Task Templates are available to everyone but are primarily managed by Admins and Super Admins. They allow brokerages to maintain consistency by standardizing the tasks and documents applied to transactions. Video Walkthrough What it Does Task Templates let you define reusable task lists that can be automatically or manually applied to transactions. This…