Top 10 RealBroker tips
August 29th, 2008Did you know?
Discover RealBroker5’s Top Ten Tips
Here are some features of the new RealBroker5 that you may not have known:
- Each commission plan can have its own setups now for Commissions and Fees.
- Each office can have its own chart of accounts.
- Frequently used reports: You can setup “common reports” for the reports you run each month or day.
- Administrator’s check list: You can set up your “to-do-list” for each sale and eliminate the need for paper.
- Searching for Sales by Agent: Now “Agents” can be searched when looking up sales.
- You can now add Other Broker’s agent’s names, email addresses, and telephone numbers to a pick list.
- Additional fields and information in customers/clients can now be included, thanks to the new Fintrac regulations.
- You can see your bank balance while in cheque payment or receipt entry.
- Easily email forms and reports to selected recipients.
- Direct deposit for agents, vendors and other brokers.
