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CORE BackOffice
CORE BackOffice
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100 articles in this collection
Written by
Lauren Maynard,
Victoria Deubler,
and
Natalie Urianza
[CORE BackOffice] How to Check Cap Plan Contributions
Written by
Lauren Maynard
Updated over a week ago
Account Setup
[CORE BackOffice] Syncing MLS Listings
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice - Admin] How to Add an Office
Written by
Victoria Deubler
Updated over a week ago
[kvCORE] How to Sync & Integrate your CORE BackOffice Add-On
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Calendar Feed
Written by
Lauren Maynard
Updated over a week ago
[CORE BackOffice] Adding Mortgage Companies
Written by
Lauren Maynard
Updated over a week ago
[CORE BackOffice] Initial Account Setup
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Brand Your Account
Written by
Victoria Deubler
Updated over a week ago
Adding & Managing Agents
[CORE BackOffice] Agent Portal Overview
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Creating, Editing & Deleting On-boarding Templates
Templates are used to add new agents to CBO, like a 'hiring packet.' To create a template go to settings > on-boarding templates.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Markup Agent Onboarding Documents with Docusign
To use Docusign to mark up documents for agents you will be taken to the Docusign page when you create or edit an on-boarding templates.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice - Admin] How To Add Agents
Add agents manually or send them an agent on-boarding package. Each agent you add gets their own Agent Portal account.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Add Staff Users and Edit Their Permissions
Written by
Lauren Maynard
Updated over a week ago
[CORE BackOffice] Agent Check Lists
You can add custom checklists to create a list of items you want completed to onboard an agent, or require the agent to complete.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] The Agent Portal & Agent Permissions
All agents added to CORE Backoffice have limited access to the Agent Portal.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice - Admin] Agent Profile Master Data
Written by
Natalie Urianza
Updated over a week ago
Transactions & Commissions
[CORE BackOffice] 1099 Reports Overview
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice - Admin] How to Set Up a Commission Plan per Transaction Type
Written by
Victoria Deubler
Updated over a week ago
Sending Commission Disbursements for Approval Using Docusign
Send your disbursements for approval via Docusign for electronic signature.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Set Up a "Gross Commissions Per Deal" Plan
Written by
Lauren Maynard
Updated over a week ago
[CORE BackOffice] How To Close Out A Transaction
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Transaction Checklists
CBO gives you the ability to create custom task lists for managing your transactions and close out process.
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.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Starting Point For Cap Commission Plan
Written by
Lauren Maynard
Updated over a week ago
[CORE BackOffice] Sale Price Commission Plan
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.
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.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How To Set Up Sliding Scale Commission Plans
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.
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.
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.
Written by
Victoria Deubler
Updated over a week ago
ACH Transfers
[CORE BackOffice] How To Add Your Banking Information
Add and verify bank accounts for sending and receiving ACH transfers.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Video: How to Add Your Banking Information
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Twilio Authy Authentication App FAQs
Written by
Lauren Maynard
Updated over a week ago
[CORE BackOffice] How To Setup Your ACH Payment Account For Brokerages
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] ACH Transfer Time Frames And Fees
When will transfers post in the recipients bank account?
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Setting Up an ACH Account
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How To Pay Agents Using ACH Transfers
You can pay agents their commissions electronically with CORE Back Office.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Paying Vendors Using ACH Transfers
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About The ACH Payment Transfer Log
The payment transfer log is where you'll find the status of all your ACH Transfers made, and where you can also cancel pending payments.
Written by
Victoria Deubler
Updated over a week ago
Agent Billings
[CORE BackOffice] How To Set Up Agent Billings
Monthly, Quarterly, Bi-Annual, Annual and One-Time Invoices
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Video: How to Setup Recurring Agent Billings
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How To Set Up Credit Card Processing For Recurring Agent Billings Or One-Time Invoices
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Refund a Charge to an Agent
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Adding a DBA/Entity Name
Written by
Lauren Maynard
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.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How To Setup QuickBooks Online
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.
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] QuickBooks - Track Broker Income Via Invoice
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How To Sync Agent Billings And Payments
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.
Written by
Natalie Urianza
Updated over a week ago
[CORE BackOffice] How to Track Broker Income via Deposits in QuickBooks
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Track Broker Income via Sales Receipt in Quickbooks
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Send Agent Commissions via Check in QuickBooks
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Send Agent Commissions via Expenses in QuickBooks
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Send Agent Commissions via Bills in Quickbooks
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] How to Record Income and Agent Commission when Paid through Escrow (Title)
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Video: How to Sync QuickBoooks Profit & Loss Data
Written by
Victoria Deubler
Updated over a week ago
Integrations
[CORE BackOffice] Dropbox Integration
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Dotloop Integration
How to sync your Dotloop transactions into CORE Back Office
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] SkySlope Integration
How to sync your SkySlope transactions into CORE Back Office
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] DocuSign Transaction Room Sync
DocuSign Transaction Room Sync
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Zoho Reports Integration
How to sync Zoho Reports with CORE Back Office
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Video: Zoho Reports Integration
Written by
Victoria Deubler
Updated over a week ago
Lead Sources for Transactions
[CORE BackOffice] How to Setup & Track Lead Sources For Transactions
Written by
Victoria Deubler
Updated over a week ago
Reporting
[CORE BackOffice] About: Commission Detail Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Agent Commission Statements
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] Resources: Zoho Reporting Dashboards
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Commission Cutting Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Lead Conversion Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Cap Plan Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Hotsheet Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Vendor Detail Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Pipeline Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Title Company / Attorney Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Agent Value Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Office Commission Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Agent Billings Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Agent Commission Report
Written by
Victoria Deubler
Updated over a week ago
[CORE BackOffice] About: Additional Closing Fee Reports
Written by
Victoria Deubler
Updated over a week ago
FAQs
[CORE BackOffice] Frequently Asked Questions
Written by
Victoria Deubler
Updated over a week ago