CORE BackOffice

Find help articles and videos for CORE Back Office (previously BrokerSumo) here!

Lauren Maynard avatar Victoria Deubler avatar
83 articles in this collection
Written by Lauren Maynard and Victoria Deubler
Transactions & Commissions

[Back Office] How To Close Out A Transaction

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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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

[Back Office] Entering A Referral From An Outside Broker

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

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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

[Back Office] Commission Disbursements On Sliding Scale & Cap Plans Must Be Run In Order Of Close Date

If you are creating a disbursement and receiving the following error message...
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] How to Create Team Templates

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

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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).
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago
Quickbooks & CORE Back Office

[Back Office] 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

[Back Office] How To Setup QuickBooks Online

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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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.
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Written by Victoria Deubler
Updated over a week ago

[Back Office] QuickBooks - Track Broker Income Via Invoice

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Written by Victoria Deubler
Updated over a week ago

[Back Office] How To Sync Agent Billings And Payments

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Written by Victoria Deubler
Updated over a week ago

[Back Office] How to Track Broker Income via Deposits in QuickBooks

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Written by Victoria Deubler
Updated over a week ago

[Back Office] How to Track Broker Income via Sales Receipt in Quickbooks

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Written by Victoria Deubler
Updated over a week ago

[Back Office] How to Send Agent Commissions via Check in QuickBooks

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Written by Victoria Deubler
Updated over a week ago

[Back Office] How to Send Agent Commissions via Expenses in QuickBooks

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Written by Victoria Deubler
Updated over a week ago

[Back Office] How to Send Agent Commissions via Bills in Quickbooks

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Written by Victoria Deubler
Updated over a week ago

[Back Office] 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

[Back Office] Video: How to Sync QuickBoooks Profit & Loss Data

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Written by Victoria Deubler
Updated over a week ago