CORE BackOffice | Inside Real Estate Help Desk

[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