• Transaction Fee Plans

  Aside from the default fee plan, you can create unlimited custom commission plans for your organization. Simply click on the Settings->On Boarding->Transaction Fee tab to define your fee structure(s).Few readers

• Commission Plans

  Commission Plans Overview Commission plans can be easily added to RealtyPass. The fees and percentages are factored into the transaction, so agents and managers can see the expected commission for each transaction. RealtyPass has the following options available in the settings: Flat Flat Percentage Hybrid Fee Progressive Fee How do I set up commission plans for my office? Admins can put their office's commission plans into RealtyPass by click on the gear icon and then completinFew readers

• Residential and Commercial CAP’s

  What are the Residential and Commercial CAP’s? The individual and team CAP values refers to the maximum annual fees that an individual user will pay before subsequent transaction fees are waived. Each CAP period is calculated from the user's join date. To activate the CAPS, complete the following steps: Click the gear icon in the upper right hand corner to go to Settings. On the left hand side bar, click on On Boarding Setup. Click on Transaction Fee. Go to CAPS/Limits interfacFew readers

• State and Local Taxes

  State and Local Taxes Settings Admins can access state and local tax settings by click on the gear icon in the upper right hand corner. From there, click on On Boarding Setup in the left hand side bar. Tax Set Up should be visible. Click on the plus icon in on the right hand side of the window. Select your state. Put in your state's tax. Select your city. Put in your city's tax. Click Save. If you have offices in multiple states or cities, rather than clicking save, clicFew readers

• Compliance Checklists

  What are compliance checklists? To make the transaction process as smooth and simple as possible, we have built in Compliance Checklists into RealtyPass. Admins can set up which documents need to be added to residential and commercial transactions. Once set, list populates in each transaction for agents to see. Managers can easily compare the documents uploaded to a transaction against the compliance list. They will be able to check off that each document has in fact been added to a transactiFew readers

• Notification Settings

  Can I change my notification settings? Notifications come in two forms: in system notifications and emails. There are different notifications that go out for system, team, lead, transaction, and goals. To change whether you are notified in the system or via email: Click the gear icon. Click on Communications in the left sidebar. Toggle the notification button on or off for each notification. (https://storage.crisp.chat/users/helpdesk/website/b26472d9a9134000/notificationspng1fFew readers

• Dashboard Customization

  Can I customize my dashboard? Each user can customize their dashboard. Using the Customize button in the lower right hand corner, users can change the color and background image of the dashboard. Choose a color using the color picker and upload an image that you want to see every time you login. The dashboard can be changed at anytime.Few readers