June 2025
Version 4.3
Released: June 25, 2025
Improvements
Top Producers Report
We've added a new report that shows the top producers by gross commission for a given period, along with total ends and sales volume.
Bug Fixes
"Request Deposit" — Inaccurate Deposit Date
Resolved an issue that, in some cases when using the Request Deposit feature, displayed the date the user initiated the transaction as the deposit date, instead of the date the funds were received into the Trust account.
Version 4.2
Released: June 20, 2025
Improvements
"Request Deposit" enhancements
Numerous enhancements to the email message sent to clients. As well, once the transaction has been completed, the originating account information is now displayed.
Version 4.1
Released: June 18, 2025
Improvements
"Deposit Received From" field
Added a field to capture who provided the deposit, as in some cases it may not always be the buyer(s).
Daily Calendar Overview email improvements
Improving this notification's formatting and amount of information provided.
Bug Fixes
New Deduction Manager — additional post-release fixes
Resolved an issue where, in some cases, filtering by third-party deductions did not return all applicable results. Additionally, resolved an issue where, in some cases, the "pro rate" label would be visible for non-pro-rated deductions.
Version 4.0.1
Released: June 13, 2025
Bug Fixes
New Deduction Manager — post-release fixes
Resolved an issue where, in some cases, searching for deductions based on only one deal type (e.g. listing deals) would return zero results, rather than all deductions that apply to listing deals. Additionally, resolved an issue where, in some cases, creating a tiered deduction based on commissions earned and leaving the upper threshold blank would return an error.
Version 4.0
Released: June 10, 2025
Features
New and Improved Deduction and Expense Managers
We’ve given our Deduction and Expense Managers a serious upgrade to make managing commission splits, brokerage fees, and agent expenses faster, smarter, and more flexible than ever.
Here’s what’s new:
- Smarter Logic for Deal Types Deductions and expenses can now be limited to specific deal types (listing, buying, referral), so your calculations stay clean and accurate.
- Automatic Onboarding for New Agents Set it and forget it: choose “Apply to Newly Created Agents” and your standard deductions/expenses will automatically apply as new agents join your brokerage.
- More Flexible Global Setup Creating a deduction or expense for “All Agents” now generates individual records — giving you the flexibility to customize or remove it for specific agents later.
- A Better Way to Track Deductions The Deduction Report is now the Deduction Tracker, with expanded search and filtering options so you can easily zero in on exactly what you need.
- Cleaner Search & Filtering Quickly find, sort, and manage deductions and expenses across your entire roster with upgraded tools in both managers.
- Easier Tiered Deduction Setup Setting up tiered brokerage splits or incentives? The new interface makes it much more intuitive.
Version 3.8
Released: June 9, 2025
Improvements
Request Deposit — Accelerate Completion
We've accelerated the overall speed of the EFT workflow so that buyer deposits are received in your Trust account faster!
Conveyance Form — Add Agent Email
We've added agent email to the Conveyance Form / Commission Statement.
Bug Fixes
Agent Invoice — Tax Calculation on Split Displays Incorrectly
Resolved an issue that, in some cases, caused the GST / HST on an agent invoice to display an incorrect amount.
Version 3.7.1
Released: June 6, 2025
Bug Fixes
A/R Report — Fix Missing Recurring Expense Records
Resolved an issue that, in some cases, caused some recurring expenses not to show up correctly on the Accounts Receivable report.
Version 3.7
Released: June 5, 2025
Improvements
Brokerage Activity Page — "Remaining Amount" Tolerance
We've introduced a tolerance in the "Remaining Amount" calculation to avoid cases where deals with fraction-of-a-cent balances show as not fully paid.
Bug Fixes
Create Payments — Starting Balances Incorrect
Resolved an issue that, in some cases, led to the Create Payments for This Deal modal window showing incorrect starting balances for the Trust or Commission Trust accounts.