Action items

Depending on the features your agency has subscribed to, some of the elements on this page might not be relevant for you.

Open

Agents Missing Tax Numbers: agents profile that do not have a tax number configured. This means that they will not receive taxes amounts for retributions.

Open

Agents missing SIN: agents missing their Social Insurance Number in their profile. This number is required to produce T4A at the end of the year.

Upcoming Agent Contract Renewal: split commission plans expiring this month.
The Split Commission Plan start date and the number of months is considered in this calculation.

Anniversaries of Seniority in the next 30 days: agents who’s anniversary of their beginning date with your agency are in the next 30 days.

Pending Emails: email drafts that were not sent. By clicking on the number you will have options to send or delete those emails.

EDM>Documents in bunker: for agencies using the EDM with NexOne Office, indicates that there are documents in the EDM section bunker pending to be filed.

Incomplete Listings: listings that are not completed (flagged) because information is missing. You can click on the ‘'Analyze’' button from the inscription page to be informed of which information is missing.

Board Listings no Longer Active: for clients in Quebec, inscriptions that are no longer in Centris but still active in NexOne Office. For example, it can be a sold or off market listings that is still active in NexOne Office.

EDM > Listings with Documents to Validate: for clients using the EDM with NexOne Office, these are the inscriptions with documents pending to be validated.

EDM > Listings Missing Documents: for clients using the EDM with NexOne Office, these are the inscriptions that are missing mandatory documents.

New Listings Created by Agents: these are the new inscriptions created by your agents, it could be an exclusive inscription occasionally.

Mortgage Referral to Distribute: these are the mortgage referrals that have been received but are showing an amount to distribute, or have not been processed.

Incomplete Transactions: transactions that are not completed (flagged), because there is missing information in the file. You can click on the ‘'Analyze’' button in the file to see what information is missing.

Cashed Transactions: transaction that have a cashed status but are not completed. This means that there is an amount that needs to be paid out. You can use the red ‘'Force Completed !’' button to change the status to Completed if necessary.

Partially Cashed Transaction: transactions that are partially cashed, meaning there are still amounts to receive or pay to complete this transaction.

Transactions Passed Closing Date: these are the transactions where the closing date has passed. It is a good practice to verify that section regularly to make sure you will not have late or missing payments.

New Pending Transactions Reports: these are the transaction reports that are completed and pending verification and approval from the agency.

Transaction Reports with Differences: indicates that there are transactions reports that have differences with the attached transactions. Depending on the difference, you can chose to fix or leave them.

EDM > Transactions to Approve: for clients using EDM with NexOne Office, these are the transaction files that need to be approved.

EDM > Transactions with Documents to Validate: for clients using EDM with NexOne Office, these are the transaction files that have documents to validate.

EDM > Transaction Reports with Documents to be Validated: for clients using EDM with NexOne Office, these are the transaction reports files with documents to validate. Depending on your workflow, documents are typically approved directly in the transaction.

EDM > Transactions Missing Documents: for clients using EDM with NexOne Office, these are the transaction files that are missing documents.