1) Create a Cashreceipts
- Click on the cashreceipts icon and the Plus to create a new transaction.
- Select Mortgage referral
- Enter information for the reference check received without forgetting the name of the banking institution.
- Download (optional) all documents related to the referral into the Documents section
- Click on the Stamped deposit icon to save.
2) Allocate the check of the mortgage reference
Modules >Mortgage Referrals
-Choose the reference to process
In the Mortgage References Detail section, click Plus.
- Select: - Linked to a transaction
- Choose the transaction
rem: you can also choose: independent of a transaction and enter customer data manually
- Enter the reference amount
- Split the distribution between (s) agent (s) involved (s)
- Save
REM: If the check includes several references, you must rather click Save and Continue and
repeat the process with the new reference.
- Bonification
In some cases, it is possible that the agency receives a subsidy. You must then enter the amount without taxes and choose the appropriate GL account.
3) Payments to broker (s) / agent (s)
-Click On Transactions
-Edit the Mortgage reference in question (should appear on top of the list)
-Click On disbursment
In Section Agent to the office disbursment perform the treatment as a regular real estate transaction.