Agents Profile Documents [ BRDOX-195 ]

SETTINGS >>> MY PROFILE - Agents documents they uploaded are only visible if they click EDIT in their profile. If any docs are uploaded, they should be visible without having to click EDIT

• Website Development - Front end 2 / 45
• Website Development - Backend 5 / 45
• Testing 3 / 45

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• Risks10

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• Total with Risks 11 / 495

TEAMS not visible [BRDOX-199]

For ADMINS and MANAGERS there doesn't appear to be anywhere to see TEAMS once they are created. The Team Leader (Agent) can see their Team under USERS, so that seems fine

After meeting...( oct 16,23)
we need to estimate and add column "team"

• Website Development - Front end 4 / 45
• Website Development - Backend 7 / 45
• Testing 6 / 45
• Project Management 1 / 45

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• Risks10

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• Total with Risks 20 / 891

Update the “Referral” to “Other” Transaction Type in Commision Plans [BRDOX-218]

In section:  Brokerage Commission and Fees by Transaction Type 
change "Referral" to "Other" (screen attached);
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Incorporate an extra 4 roles: Buyer, Seller, Tenant, and Landlord into both dropdown menus. Ensure that the same role cannot be simultaneously selected in both dropdowns.
(see screenshot)
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Update the text : Referral Transaction Template  to Other Transaction Template
(see screenshot)
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in Edit Transaction, make sure that the "transaction type" is updated to "Other"

• Website Development - Backend 4 / 45
• Website Development - Front end 4 / 45
• Testing 8 / 45

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• Risks10

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• Total with Risks 18 / 792

Tiered Commission Split Question

Company Seetup >>> Commission Setup - I don\'t understand the Tiered Commission Split commission plan how it was set up...let go over it pls. Is it based on Commission $ earned? Or Sales Volume? I forget what we did. Need to review please

• Website Development - Backend 1 / 45
• Website Development - Front end 2 / 45

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• Risks0

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• Total with Risks 3 / 135

BRDOX-208; Commissions >>> Buyer Credit (CDA – dialog box enhancements)

The Buyer Credit is all good. It calculates correctly, is in the right place on the commission calc screen etc. When you are generating the CDA, the Dialogue box does not show the amount Buyer is being credited (see screenshot)...but it does go to the CDA correctly. See 2 screen shots. tested on 455 Oneonta St...

• Mobile Development - Front end 4 / 45

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• Risks10

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• Total with Risks 5 / 198

BRDOX-222: Commisions calculations update: Enhancements to Commissions Calculation Module in Broker Dox

• Business Analyst 3 / 45
• Website Development - Backend 8 / 45
• Website Development - Front end 8 / 45
• Testing 6 / 45
• Project Management 2 / 45

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• Risks0

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• Total with Risks 27 / 1,215

BRDOX – 225; Web Application Rollout Task List from Stage to Production Environment

To ensure a seamless and successful launch of the SAAS platform "Broker Dox", it is imperative to establish a robust and fully functional production environment. This environment is not just a technical necessity but a critical step in mitigating potential risks associated with the deployment and operation of the platform. The scope of work outlined below details the essential tasks and their purpose, emphasizing the importance of each step in safeguarding the platform’s stability, security, and reliability.

• System Administration 26 / 45

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• Risks0

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• Total with Risks 26 / 1,170