CORE BackOffice Minor Release Notes

Product Maintenance Notes

Updated this week

April 26, 2024

Fixes

  • Office Commission Breakdown Report: Fixed the issue where the 'Apply Filters' button was missing, and the progress bar remained stuck at 0%.

  • Disbursement Calculation: Fixed net commission calculation in the final breakdown section of the disbursement.

  • Sync Issue: Fixed sync of a transaction from DocuSign Transaction Rooms to BrokerSumo.

  • Docusign Error: Fixed the issue when onboarding documents failed to open in Docusign, triggering an error message.

  • SkySlope Sync Issue: Fixed an issue where a transaction appears as created after sync but is not found via search.

  • Commission Detail Report: We fixed an issue where some users were unable to change the team filter to 'all teams'.

  • Disbursement Error: Fixed an error when deleting or editing a disbursement.


April 18, 2024

Fixes

  • Payment Logs: Corrected an error where transfer logs incorrectly showed the agent paying the Same Day Fee instead of the vendor.

  • Fees: Fixed an issue where fees continued to be deducted from disbursements even after the agent reached the cap.

  • Billing: Fixed an issue where an agent was billed twice despite only one bill appearing in the billing section.

  • Onboarding Template: Fixed an issue where saving and closing a DocuSign template doesn't display a confirmation message.


March 25, 2024

Fixes

  • Transactions: Fixed Shared Revenue Team Template splits on transactions.

  • Reports: Ensured alignment of net due to brokerage across Commission Detail Report and Pipeline Report.

  • Contracts: Harmonized agent split percentage in CDA between BrokerSumo and PDF

  • Reports: Fixed pre-commission debit/credit item display on Commission Detail Report.

Improvements

  • Logging: Improved clarity in Agent License Number update history logs.

  • UI: Addressed disappearing transaction notes issue.


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