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CORE BackOffice
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102 articles
[CORE BackOffice] Managing Agent Offices
[CORE BackOffice] Syncing MLS Listings
[CORE BackOffice - Admin] How to Add an Office
[kvCORE] How to Sync & Integrate your CORE BackOffice Add-On
[CORE BackOffice] Calendar Feed
[CORE BackOffice] Adding Mortgage Companies
[CORE BackOffice] Initial Account Setup
[CORE BackOffice] Brand Your Account
[CORE BackOffice] Agent Portal Overview
[CORE BackOffice] Creating, Editing & Deleting On-boarding TemplatesTemplates are used to add new agents to CBO, like a 'hiring packet.' To create a template go to settings > on-boarding templates.
[CORE BackOffice] How to Markup Agent Onboarding Documents with DocusignTo 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.
[CORE BackOffice - Admin] How To Add AgentsAdd agents manually or send them an agent on-boarding package. Each agent you add gets their own Agent Portal account.
[CORE BackOffice] How to Add Staff Users and Edit Their Permissions
[CORE BackOffice] Agent Check ListsLearn how to add custom checklists to create a list of items you want to be completed to onboard an agent.
[CORE BackOffice] The Agent Portal & Agent PermissionsAll agents added to CORE Backoffice have limited access to the Agent Portal.
[CORE BackOffice - Admin] Agent Profile Master Data
[CORE BackOffice - Admin] How to Set Up a Commission Plan per Transaction Type
[CORE BackOffice] Adding a New Commission Plan
[CORE BackOffice] Sending Commission Disbursements for Approval Using DocusignSend your disbursements for approval via Docusign for electronic signature.
[CORE BackOffice] 1099 Reports Overview
[CORE BackOffice] How to Check Cap Plan Contributions
[CORE BackOffice] How to Set Up a "Gross Commissions Per Deal" Plan
[CORE BackOffice] How To Close Out A Transaction
[CORE BackOffice] Additional Transaction Management Tracking FieldsThere are additional optional transaction tracking fields. If you enter this information it will be tracked in the hotsheet report.
[CORE BackOffice] Entering A Referral From An Outside BrokerTrack referrals being paid to your brokerage from another brokerage.
[CORE BackOffice] Adding Custom Property Types to a TransactionYou can add these types to a transaction such as Single Family, Condo, etc. for more visibility into the type of deals you are doing.
[CORE BackOffice] How to Override a Commission on a TransactionThere are two ways to override a commission on a transaction. Use the override toggle, or create an override commission plan.
[CORE BackOffice] How to Add a Transaction as an AgentHow to add a transaction as an Agent.
[CORE BackOffice] How to Add a Co-Broke Commission to the DisbursementThis option would deduct the co-broke fee, then calculate the any additional pre-commission credit/debits and the agents split.
[CORE BackOffice] How to Generate a Disbursement PDFChoose which line items you would like printed on the final disbursement PDF.
[CORE BackOffice] How to Email a Disbursement PDFYou 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.
[CORE BackOffice] How to Create Team TemplatesTeams are a way of grouping and tracking commissions, sales volume, caps, etc.
[CORE BackOffice] How To Deduct Fees Off The Top Of A CommissionIf you need to deduct fees off of the brokerage gross commission, you'll use the pre-commission credit/debit section on the disbursement.
[CORE BackOffice] How to Add Any Additional Commissions To The Commission DisbursementPay a commission to additional Agents out of the company dollar or the Agents share of the commission.
[CORE BackOffice] How To Add Additional Income For AgentsTo pay an agent for something like a BPO, or showing buyers around, etc... go into their agent profile and click the 'Other Income' tab.
[CORE BackOffice] About Trust Account / DepositsThis is a tracking log for deposits you are holding on the account for the transaction.
[CORE BackOffice] How Pay & Track Agent Payments Without Direct DepositIf you are not using our direct deposit feature, you can track what the agent has been paid in the transaction.
[CORE BackOffice] Splitting Commissions Between Multiple AgentsLearn more about splitting commissions.
[CORE BackOffice] Editing Commission DisbursementsYou can edit a commission disbursement after it's already been created, up until the transaction is marked as 100% complete and closed.
[CORE BackOffice] Adding Fees to a Commission Plan, Agent Profile, Or Commission DisbursementYou can add fees on the commission plan, in the agents profile or on the commission disbursement.
[CORE BackOffice] How To Get Your Commission Disbursement ApprovedBrokerages that require their agents to create their own commission disbursements can approve them so the agent can take them to a closing.
[CORE BackOffice] Transaction ChecklistsCBO gives you the ability to create custom task lists for managing your transactions and close out process.
[CORE BackOffice] Sale Price Commission Plan
[CORE BackOffice] Starting Point For Cap Commission Plan
[CORE BackOffice] How To Add A Credit Or Debit To An Agent's CommissionAgents can collect transaction fees or help a client with closing costs or other expenses to help close the deal.
[CORE BackOffice] How To Set Up A Commission Plan Based On The Number Of Closed TransactionsThese are called "Closed Transaction" commission plans.
[CORE BackOffice] How To Set Up Sliding Scale Commission Plans
[CORE BackOffice] How To Set Up Flat Fee Commission PlansA flat fee commission plan is where the agent gets a percentage of the deal on all of their transactions.
[CORE BackOffice] How To Set Up A Commission Plan With A CapAgents pay the brokerage commission dollars until they reach a cap limit. Then they will move to a higher split on their future deals.
[CORE BackOffice] Team Cap PlansTeam Cap Plans will be used if you have multiple agents on a cap plan that all pay towards one cap.
[CORE BackOffice] How to Set Up Agent BillingsMonthly, Quarterly, Bi-Annual, Annual and One-Time Invoices
[CORE BackOffice] Video: How to Setup Recurring Agent Billings
[CORE BackOffice] How To Set Up Credit Card Processing For Recurring Agent Billings Or One-Time Invoices
[CORE BackOffice] How to Refund a Charge to an Agent
[CORE BackOffice] Adding a DBA/Entity Name
[CORE BackOffice] How to Track Earnest Money Deposit via Deposits in QuickBooks Online
[CORE BackOffice] Overview of QuickBooks IntegrationSync your financials from CORE Back Office to QuickBooks for seamless accounting.
[CORE BackOffice] How To Setup QuickBooks Online
[CORE BackOffice] How To Sync From CORE Back Office To QuickBooks DesktopSince QB Desktop lives offline, it sends it to a queue where the data sits until you open up QB Desktop.
[CORE BackOffice] QuickBooks - Track Broker Income Via Invoice
[CORE BackOffice] How To Sync Agent Billings And Payments
[CORE BackOffice] Quickbooks Customization SyncCustomization to sync/ not sync Co-Broke payments, Pre-commission Debits to create checks/ expenses or bills in Quickbooks.
[CORE BackOffice] How to Track Broker Income via Deposits in QuickBooks
[CORE BackOffice] How to Track Broker Income via Sales Receipt in Quickbooks
[CORE BackOffice] How to Send Agent Commissions via Check in QuickBooks
[CORE BackOffice] How to Send Agent Commissions via Expenses in QuickBooks
[CORE BackOffice] How to Send Agent Commissions via Bills in Quickbooks
[CORE BackOffice] How to Record Income and Agent Commission when Paid through Escrow (Title)
[CORE BackOffice] Video: How to Sync QuickBoooks Profit & Loss Data
[CORE BackOffice] - Google Drive Integration
[CORE BackOffice] Tax 1099 Integration OverviewLearn more about syncing Tax 1099
[CORE BackOffice] Dropbox Integration
[CORE BackOffice] Dotloop IntegrationHow to sync your Dotloop transactions into CORE BackOffice
[CORE BackOffice] SkySlope IntegrationLearn how to sync your SkySlope transactions into CORE BackOffice
[CORE BackOffice] DocuSign Transaction Room SyncDocuSign Transaction Room Sync
[CORE BackOffice] Zoho Reports IntegrationHow to sync Zoho Reports with CORE Back Office
[CORE BackOffice] Video: Zoho Reports Integration
[CORE BackOffice] Commission Detail Report
[CORE BackOffice] About: Agent Commission Statements
[CORE BackOffice] Resources: Zoho Reporting Dashboards
[CORE BackOffice] About: Commission Cutting Report
[CORE BackOffice] About: Lead Conversion Report
[CORE BackOffice] About: Cap Plan Report
[CORE BackOffice] About: Hotsheet Report
[CORE BackOffice] About: Vendor Detail Report
[CORE BackOffice] About: Pipeline Report
[CORE BackOffice] About: Title Company / Attorney Report
[CORE BackOffice] About: Agent Value Report
[CORE BackOffice] About: Office Commission Report
[CORE BackOffice] About: Agent Billings Report
[CORE BackOffice] About: Agent Commission Report
[CORE BackOffice] About: Additional Closing Fee Reports
[CORE BackOffice] eCommission - Payment Gateway Agents Overview
[CORE BackOffice] eCommission - Payment Advance Agent Overview
[CORE BackOffice] eCommission - Payment Advance Broker Overview
[CORE BackOffice] eCommission - Payment Gateway Broker Overview
[CORE BackOffice] eCommission - Payment Gateway Vendor Overview