EFT Accounts
It allows you to see, for each agents and non agents, the banks used and the types of deposits/withdraws. you can apply filters by using the Action button, the magnifying glass or by clicking on the column title.
You can access an agent’s profile by clicking on the pencil next to their name.
Completed!
, multiple selections available,
Related content
Adding EFT withdrawals and deposits to agent accounts
Adding EFT withdrawals and deposits to agent accounts
More like this
EFT and credit card automatic withdrawals
EFT and credit card automatic withdrawals
Read with this
How to add EFT information for a collaborating Brokerage
How to add EFT information for a collaborating Brokerage
More like this
Credit cards
Credit cards
More like this
Summary of Trust Account Transactions
Summary of Trust Account Transactions
More like this
Transaction Viewer for Agents
Transaction Viewer for Agents
More like this