CORE BackOffice

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Lauren Maynard avatar Victoria Deubler avatar Natalie Urianza avatar
98 articles in this collection
Written by Lauren Maynard, Victoria Deubler, and Natalie Urianza
Transactions & Commissions

[CORE BackOffice - Admin] How to Set Up a Commission Plan per Transaction Type

Victoria Deubler avatar
Written by Victoria Deubler
Updated this week

Sending Commission Disbursements for Approval Using Docusign

Send your disbursements for approval via Docusign for electronic signature.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Set Up a "Gross Commissions Per Deal" Plan

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Written by Lauren Maynard
Updated over a week ago

[CORE BackOffice] How To Close Out A Transaction

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Additional Transaction Management Tracking Fields

There are additional optional transaction tracking fields. If you enter this information it will be tracked in the hotsheet report.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Entering A Referral From An Outside Broker

Track referrals being paid to your brokerage from another brokerage.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Adding Custom Property Types to a Transaction

You can add these types to a transaction such as Single Family, Condo, etc. for more visibility into the type of deals you are doing.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Override a Commission on a Transaction

There are two ways to override a commission on a transaction. Use the override toggle, or create an override commission plan.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Add a Transaction as an Agent

How to add a transaction as an Agent.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Add a Co-Broke Commission to the Disbursement

This option would deduct the co-broke fee, then calculate the any additional pre-commission credit/debits and the agents split.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Generate a Disbursement PDF

Choose which line items you would like printed on the final disbursement PDF.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Email a Disbursement PDF

You can email a copy of your commission disbursement PDF to the title/attorney on the transaction, any of your agents, or to a custom email.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Create Team Templates

Teams are a way of grouping and tracking commissions, sales volume, caps, etc.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Deduct Fees Off The Top Of A Commission

If you need to deduct fees off of the brokerage gross commission, you'll use the pre-commission credit/debit section on the disbursement.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Add Any Additional Commissions To The Commission Disbursement

Pay a commission to additional Agents out of the company dollar or the Agents share of the commission.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Add Additional Income For Agents

To pay an agent for something like a BPO, or showing buyers around, etc... go into their agent profile and click the 'Other Income' tab.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About Trust Account / Deposits

This is a tracking log for deposits you are holding on the account for the transaction.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How Pay & Track Agent Payments Without Direct Deposit

If you are not using our direct deposit feature, you can track what the agent has been paid in the transaction.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Splitting Commissions Between Multiple Agents

You can split a commission between up to 4 agents on each side of the transaction (listing and selling side, so up to 8 agents total).
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Editing Commission Disbursements

You can edit a commission disbursement after it's already been created, up until the transaction is marked as 100% complete and closed.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Adding Fees To A Commission Plan, Agent Profile Or Commission Disbursement

You can add fees on the commission plan, in the agents profile or on the commission disbursement.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Pay An Outside Referral On The Commission Disbursement

If you are paying out a referral on one of your transactions, you'll add it to the pre-commission section at the top of your disbursement.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Creating And Managing Custom Task Lists

CBO gives you the ability to create custom task lists for managing your transactions and close out process.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Get Your Commission Disbursement Approved

Brokerages that require their agents to create their own commission disbursements can approve them so the agent can take them to a closing.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago
Commission Plans & Fees

[CORE BackOffice] Starting Point Value For Commission Plans

Give the agent a starting credit for sliding scale and cap plans.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Starting Point For Cap Commission Plan

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Written by Lauren Maynard
Updated over a week ago

[CORE BackOffice] Sale Price Commission Plan

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Written by Lauren Maynard
Updated over a week ago

[CORE BackOffice] How To Add A Credit Or Debit To An Agent's Commission

Agents can collect transaction fees or help a client with closing costs or other expenses to help close the deal.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Set Up A Commission Plan Based On The Number Of Closed Transactions

These are called "Closed Transaction" commission plans.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Set Up Sliding Scale Commission Plans

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Set Up Flat Fee Commission Plans

A flat fee commission plan is where the agent gets a percentage of the deal on all of their transactions.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Set Up A Commission Plan With A Cap

Agents pay the brokerage commission dollars until they reach a cap limit. Then they will move to a higher split on their future deals.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Team Cap Plans

Team Cap Plans will be used if you have multiple agents on a cap plan that all pay towards one cap.
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Written by Victoria Deubler
Updated over a week ago
Quickbooks & CORE Back Office

[CORE BackOffice] Overview of QuickBooks Integration

Sync your financials from CORE Back Office to QuickBooks for seamless accounting.
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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Setup QuickBooks Online

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Sync From CORE Back Office To QuickBooks Desktop

Since QB Desktop lives offline, it sends it to a queue where the data sits until you open up QB Desktop.
Victoria Deubler avatar
Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] QuickBooks - Track Broker Income Via Invoice

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How To Sync Agent Billings And Payments

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Quickbooks Customization Sync

Customization to sync/ not sync Co-Broke payments, Pre-commission Debits to create checks/ expenses or bills in Quickbooks.
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Written by Natalie Urianza
Updated over a week ago

[CORE BackOffice] How to Track Broker Income via Deposits in QuickBooks

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Track Broker Income via Sales Receipt in Quickbooks

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Send Agent Commissions via Check in QuickBooks

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Send Agent Commissions via Expenses in QuickBooks

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Send Agent Commissions via Bills in Quickbooks

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] How to Record Income and Agent Commission when Paid through Escrow (Title)

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Video: How to Sync QuickBoooks Profit & Loss Data

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Written by Victoria Deubler
Updated over a week ago
Reporting

[CORE BackOffice] About: Commission Detail Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Agent Commission Statements

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] Resources: Zoho Reporting Dashboards

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Commission Cutting Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Lead Conversion Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Cap Plan Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Hotsheet Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Vendor Detail Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Pipeline Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Title Company / Attorney Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Agent Value Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Office Commission Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Agent Billings Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Agent Commission Report

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Written by Victoria Deubler
Updated over a week ago

[CORE BackOffice] About: Additional Closing Fee Reports

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Written by Victoria Deubler
Updated over a week ago