Darwin Cloud | Office Admin Manual
Revised 8.2023 Accessing Darwin Cloud ..........................................................................................................................3 Search Listing/Pending Transaction ........................................................................................................5 Buyer Side ...............................................................................................................................................5 Adding List Agent ......................................................................................................................................7 Adding Additional List Agent .....................................................................................................................7 Adding List Price .......................................................................................................................................8 Adding Seller(s)/Buyer(s) ..........................................................................................................................8 Pending..................................................................................................................................................10 Updating Property Status ........................................................................................................................10 Adding Financing ..................................................................................................................................... 11 Adding Co-Broke .....................................................................................................................................12 Adding Commission Percent ...................................................................................................................13 Adding Transaction Fee ..........................................................................................................................13 Adding Commission Notes ......................................................................................................................13 Submit in Darwin....................................................................................................................................14 Ready to Close........................................................................................................................................15 Closing Schedule ...................................................................................................................................16 Questions...............................................................................................................................................16 Referral from Co-Broke Commission .....................................................................................................16 Add Referral Listing.................................................................................................................................16 Rental Commission................................................................................................................................18 Adding List Agent ....................................................................................................................................19 Adding Rental Asking Price ...................................................................................................................19 Manual Rental Entry Dash Requirements .............................................................................................19 Adding Bed, Bath & Square Footage (Building Area) Details .................................................................19 Adding Comments/Remarks ...................................................................................................................20 Adding Seller (Landlord) ........................................................................................................................21 Adding Buyer (Tenant)...........................................................................................................................21
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Adding Rental Vendor/Partner Title Company.......................................................................................21 Adding Rental Vendor/Partner Lender ....................................................................................................21 Adding Commission ................................................................................................................................21 Cancelling a Transaction in Pending Status ..........................................................................................22 Withdraw a Transaction .........................................................................................................................23 Expire a Transaction ..............................................................................................................................24 Delete Transaction in Darwin.................................................................................................................24 History Log.............................................................................................................................................24 Before Entering Escrow .........................................................................................................................24 Recording Escrow ...................................................................................................................................24 Search Existing Agent in Darwin ...........................................................................................................27 Entering Additional Information for a New Agent ...................................................................................27 Adding Additional Agent Phone Numbers ...............................................................................................27 Adding Agent Birthday.............................................................................................................................28 Adding Agent Start Date & Anniversary Date..........................................................................................28 Adding Agent License Number................................................................................................................28 Adding Additional Agent Languages .......................................................................................................29 Adding Agent Designations .....................................................................................................................29 Adding Agent Profile................................................................................................................................29 Enter Agent MLS ID Number...................................................................................................................29 Payables ................................................................................................................................................30 Adding a Payable ....................................................................................................................................30 Dashboard Property Information............................................................................................................31 Duplicate MLS# .......................................................................................................................................32 Listing with List Agent Missing ................................................................................................................33 Listing missing Seller Source ..................................................................................................................33 Listings with Seller email missing............................................................................................................33 Missing Closing Dates.............................................................................................................................33 MLS# Blank .............................................................................................................................................33 Dashboard Pending Issues....................................................................................................................33 Pendings missing Buyer Source .............................................................................................................33 Pendings missing closing date ................................................................................................................33 Pendings past Closing date.....................................................................................................................34 Pendings with Buyer email missing.........................................................................................................34 Pendings with no Company $..................................................................................................................34
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Dashboard Person Information ..............................................................................................................34 Agent MLS ID not filled in........................................................................................................................34 Buyer or seller is blank ............................................................................................................................34 Mortgage Co is blank ..............................................................................................................................34 Title Co Seller is blank.............................................................................................................................35 Darwin Cloud Tools (Open Houses and Media Stream)........................................................................35 Open Houses in Darwin Cloud ................................................................................................................35 Agent Photo in Darwin Cloud ..................................................................................................................36 Removing Agent Photo in Transaction Plan............................................................................................37 Darwin Cloud Property Photos ................................................................................................................37 Reports ....................................................................................................................................................37 Reports - Pending ...................................................................................................................................38 Request Form ........................................................................................................................................38 How To Submit Request Form ................................................................................................................38
Accessing Darwin Cloud
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Login: Office Admins will log into Darwin Cloud via https://darwin.cloud/login . Step 1: Enter username and password, click Login. Step 2: Complete the 2-Factor Authentication process by choosing a device, click “send code via SMS”, enter the code sent to your device, click login.
Issues Logging In? Contact helpdesk@c21affiliated.com to request access.
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Listings Affiliated agent active listings will pull from the MLS into Darwin.
*Once an active listing has moved to pending in Skyslope, the transaction in Darwin Cloud will automatically change to pending. If you do not see this reflection after 24 hours, email helpdesk@c21affiliated.com to resolve (DO NOT manually move status from “active” to “pending” in Darwin Cloud. *
Search Listing/Pending Transaction To search for listings or pending transactions, from the top corner of the page, select Properties. Select Search. First, search by property address and enter. Use the Advanced filter option to filter your search (i.e.: MLS number or agent).
Buyer Side Affiliated Agent pendings will pull from the SkySlope into Darwin Cloud (if there is an MLS# in the SkySlope transaction) *If a property is pending in SkySlope and is not showing in Darwin after several hours, contact helpdesk@c21affiliated.com to resolve the issue. * Manual Entry ( ONLY IF INSTRUCTED BY IT ) Manually entering a transaction into Darwin should only happen when you have a referral from Co- Broke or if IT or Accounting instructs you to. From the top left-hand corner of the page, select PROPERTIES. From the Property Basics tab, select NEW. Make sure to always choose “add property manually”. DO NOT choose “add property from feeds”. Start.
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Add the new property by completing the Company, Type Code, Accounting Code, Property Type, Status, Active (default) MLS Number, List Date, Street Number, Street Name, Street Designation, Suffix, Suite/Apt Number, City, State, Zip Code. Add.
*The Expire Date is not a Dash requirement. Enter if available on MLS print out or use the first of the current year.
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Adding List Agent Under PROPERTIES. Select Agents. Select the add/plus icon to “add listing agent” or “add buyer agent”. Select the magnifying glass. Search for the List Agent *Double click to select the name. Save.
*The fields below the “agent” field are not required.
Adding Additional List Agent
Under PROPERTIES. Select Agents. Select the green plus icon next to listing agent. Search for your additional agent. Enter the percent of award. Save.
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Adding List Price Under PROPERTIES. Select Basics. Enter the Asking Price. Save.
Adding Seller(s)/Buyer(s)
Under PROPERTIES. Select People. Select the green plus icon next to Seller. Select the add person button in the bottom right corner of the screen.
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In Step 1 “Person Details”, enter the First Name, Last Name, Email Address, Phone Number. Select next until you reach Step 4 “Options” (do not fill out any more information until the last step).
Once you’ve reached Step 4 “Options”, enter the source and lead by information and select add.
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Please make sure to never select “Other” as a source for a buyer or seller. If you’re unsure of what to enter as a source please reach out to your Senior Administrator for assistance. Once you enter an email address it will feed to Dash in real time for the RealSatisfied survey to be sent once the transaction is closed. Prior to closing, if the survey should not be sent, a helpdesk@c21affiliated.com ticket must be submitted. Note: ALWAYS ADD NEW BUYER/SELLERS TO DARWIN. If you search to add an existing buyer/seller this will affect reporting.
Repeat steps to add multiple sellers.
Pending When your agent has an accepted offer, some information will feed from SkySlope but some will need to be updated in Darwin. For the next set of steps, you will need to be on the Properties Tab.
Updating Property Status Under PROPERTIES. Select Property Basics. Add Selling Price, add Comm Price (auto default from selling price), add Pending Date (Accepted Offer), add Est Close Date. Save.
IMPORTANT: Verify the Status changed to Pending.
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Adding Financing Under PROPERTIES. Select People. Select the plus icon next to Vendor/Partner.
Adding Title Company : Select the magnifying glass icon to search for Person. Search for the company; verify type is Title Company, double click to select. The Role will default to Title Company. Select the side your agent is representing. If Agent is representing both sides, please add title company twice. Save.
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Adding Lender : Select the magnifying glass icon to search for Person. Search for the company; verify type is Lender, double click to select. The Role will default to Lender. Select Buyer. Save. (See “Adding Title Company” for visuals).
HINT: If you have a Cash deal, you will enter this as a Lender.
If you do not see Title or Lender, please submit a Request Form to have added to Darwin.
Adding Co-Broke Under PROPERTIES. Select Commission. Select the green plus icon to enter the Co-Broke.
Select the magnifying glass icon in co-broke office to search for the co-broke office. Select the co-broke by office address. If you do not have the address submit a request form. Do not enter the Co-broke Agent name .
If you do not see Co-Broke office with address, please submit a Request Form to have added to Darwin.
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HINT: If you have a FSBO deal, you will enter this as a Co-Broke.
Adding Commission Percent Under PROPERTIES. Select Commission. Under Listing Commission enter the percent of sale the agent is expected to receive. **If you have exhausted all options and your balance due does not match the commission, check you can Flat Rate the transaction. When this option is used, detailed notes need to be added to commission notes ** Adding Transaction Fee Under PROPERTIES. Select Commission. Enter amount of transaction fee in “trans fee” under “adjusted list commission”. If you have multiple fees, add them together for the total. Leave detailed notes under commission notes. Adding Commission Notes Notes for the Accounting Team would go in this section (pull any notes from Skyslope commission tab in here as well). Notes created in this section need to be specific to whatever side of the deal your agent is representing. Save. If you see notes entered in with two asterisks ** do not edit those notes. They were entered by the Relocation Department.
Verify Buyer Deposit Total
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To do the math manually, take the Listing Commission Price, add the Transaction Fee (if applicable). This should match the commission check. Submit in Darwin Do not use. This is for Accounting purposes only.
Closings Once you have received the commission check & closing disclosure, review/update all required fields in Darwin from the closing disclosure. Transaction status must mirror the status in SkySlope. Information to Review Upon Receiving Closing Documents - Sale Price - Commission Price - Closing Date - Verify address (mainly city and zip code) match the address that is on the closing documents
Recording Commission Payment Deposit After uploading a copy of the commission check to Skyslope and depositing the commission check make sure to “Add Payment” in Darwin. Under PROPERTIES. Select Basics. Click Add Payment.
Fill in the check number, the date the check was deposited, payor (who issued the check), and the amount of the commission check. Then click Save.
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Ready to Close Under PROPERTIES. Select Basics. Change the Status to Ready to Close. Save.
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Closing Schedule Transactions that are in Ready to Close status in both Darwin & SkySlope before 12PM on Mondays & Wednesdays will be processed by Affiliated Accounting. Commissions are paid to agents on Wednesday & Friday. Ready to Close Monday = Agent paid on Wednesday Ready to Close Wednesday = Agent paid on Friday Questions Accounting questions and concerns regarding specific transactions can be communicated to the Lead Processers by emailing Accounting@c21affiliated.com Referral from Co-Broke Commission A Referral from Co-Broke is when a Century 21 Affiliated agent has sent a referral to an agent outside of Century 21 Affiliated and our agent is now receiving a portion of the commission. To enter these, we need a copy of the closing statement and referral check. (Make sure to also create a Skyslope transaction for the referral) General questions and concerns can be communicated to your Senior Administrator. Add Referral Listing Referral transactions are to be entered manually. Under PROPERTIES. Select Property Basics. Select New.
When the Add New Property Box opens, Select Add Property Manually. Do not select Add Property From Feeds. Then select Start. Select the Type Code as “Resident (R)”. Select the Accounting Code as “Residential Referral”. Select the Property Type accordingly. Select Income
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Type as “Referral Income”. For Co-Broke referrals you will not have an MLS number. In the MLS Number box enter the property address with no spaces (Ex: 123MainSt).
Under PROPERTIES. Select Property Basics. Select your agent under Misc Agent. Enter the Selling Price. Enter the Pending Date. Enter the Close Date.
Enter buyer/seller information as well as source and lead information (see pages 10-11).
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Under PROPERTIES. Select People. Select the green plus icon next to Vendor/Parner to enter the Title Company & Lender. (See pages 13-14).
Under PROPERTIES. Select Commission. Select the green plus icon to enter the Co-Broke:
Select the magnifying glass icon in co-broke office to search for the co-broke office. Select the co-broke by office address. If you do not have the address submit a request form. Do not enter the Co-broke Agent name . (See pages 14-15).
The Selling Price will be the Sale Price. The Comm Price will be the referral check amount. Under Listing Commission enter 100%.
Under PROPERTIES. Select Property Basics. Change the status to Ready to Close. (See page 17).
Rental Commission Similar to Referral Commission (see page ____) , under PROPERTIES. Select New. Enter the following information:
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Select the Type Code as “Residential (R)”. Select the Accounting Code as “Residential Rental”. Select the Property Type accordingly. You might not have the MLS number, if not enter the property address (i.e.: 123mainst). Enter the address. Enter the suite/apt/bldg floor number. Enter the state & Zip. Save.
For the next set of steps, you will be in the Properties Tab:
Adding List Agent Under PROPERTIES BASIC. Select the magnifying glass icon to search for the List Agent *Double click to select the name. Save. (See page ____).
Adding Rental Asking Price Under PROPERTIES. Select Property Basics. Enter the monthly rent amount under Asking Price and Selling Price. Enter the amount of the commission check under Comm Price. Save.
Manual Rental Entry Dash Requirements For a rental transaction to feed to dash properly the Bed, Baths, Square Footage & Comments must be entered . Property photos must be uploaded to Transaction Plan. Adding Bed, Bath & Square Footage (Building Area) Details Under PROPERTIES. Select Property Basics. Scroll to bottom of page. Enter the square footage under Building Area. Enter the full baths. Enter the number of bedrooms. IMPORTANT: You cannot use a decimal in Darwin. (Example: 2 not 2.0)
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Adding Comments/Remarks Under PROPERTIES. Select Features. Select the green plus icon next to Remark to open the add property remarks. Select Property Description under Remark Type. Enter the Comments under Remark Text. Select the reviewed box & Save.
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Adding Seller (Landlord) Under PROPERTIES. Select People. Select the green plus icon next to seller to add person. Select Add Person. (See page 9). The Seller will be the Landlord. Enter source and lead by for Seller (Landlord).
Adding Buyer (Tenant) Under PROPERTIES. Select People. Select the green plus icon next to buyer to add person. Select Add Person. (See page 9). The Buyer will be the Tenant. Enter source and lead by for Buyer (Tenant).
Adding Rental Vendor/Partner Title Company Under PROPERTIES. Select People. Select the green plus icon next to vendor partner. To add the Title Company, select the magnifying glass icon to search for "No Title". Be sure to select “No Title” with the Type as Title Company. Adding Rental Vendor/Partner Lender Under PROPERTIES. Select People. Select the green plus icon next to vendor partner. To add the Lender, select the magnifying glass icon to search for Cash. Be sure to select Cash with the type as Lender. Adding Commission Under PROPERTIES. Select Commission. The Selling Price will be the month’s rent check amount. The Commission Price will be the Agent’s commission (if different than month’s rent amount.) Under Listing Commission enter 100%.
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Under PROPERTIES. Select Property Basics. Change the status to Ready to Close.
Cancelling a Transaction in Pending Status Under PROPERTIES. Select Basics. Change the status to Cancelled. Enter the Cancel Date, enter the Cancel Reason. Please do not select “Other” as a cancellation reason. Save . Verify “CA” is listed after the MLS#. If a property is reactivated accidentally, you must withdraw it.
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If you have Earnest Money that needs to be released, verify the deposit has been recorded under the Escrow tab and verify amount matches the cancellation form. Upload a copy of the cancellation form & earnest money receipt to Cancellations in Teams– Naming Example: Madison 123 Main St 4.21.23 Note: If you change a transaction status to cancelled you cannot change the status to Pending or Ready to Close. Withdraw a Transaction Under PROPERTIES. Select Basics. Select the Withdrawn Date. Change the Status to Withdrawn. Enter “WD” after the MLS number. HINT: You can only withdraw a transaction under Active status.
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Expire a Transaction Listings will expire in Darwin from the expiration date entered in the MLS. Use the Dashboard Listing Expiring in 30 days or less to track upcoming expirations. You can NOT change the expiration date for a listing if it has already expired in Darwin. You will need to put “EXP” at the end of the MLS # and let the listing feed into Darwin again. Delete Transaction in Darwin Do not delete transactions in Darwin. If a transaction is deleted in Darwin, this will cause an orphan record in Dash. Transactions should always be Cancelled or Withdraw depending on the status.
An orphan record in Dash creates a duplicate in Dash. Once you delete in Darwin the link between Dash and Darwin is broke. It leaves a listing without a home. This will cause issues with reporting and agent recognition. History Log Darwin has a History log that will show who did what at what time. This is accessible by the IT Department and the Accounting Department. Keep in mind when making changes in the system that it is tracked and viewed for troubleshooting.
Before Entering Escrow Before entering earnest money, make sure the check is made out to Century 21 Affiliated and deposit check into the Escrow Bank Account.
Recording Escrow Under PROPERTIES. Select Escrow. Select Deposit. DO NOT SELECT CHECK.
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Select the Bank Account from drop-down. Enter the Check Number Rec’d followed by: PC (personal check), MO (Money Order), BC (Business Check), or CC (Cashier’s Check). Enter the Date the check was deposited to the Affiliated Trust account. Enter the Amount.
To add Escrow Payee, click the magnifying glass at the end of the escrow payee box. Click add person in the bottom right corner
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Fill in Person Type Hint: Will always be Escrow Payee. Fill in First Name and Last Name of the person whose name is on the check. Then click add
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Search Existing Agent in Darwin Under PEOPLE. Select Search. Search for the agent, select the magnifying glass icon or hit enter on your keyboard. To open the agent profile, you must select the Type as Agent under Person Name.
Under PEOPLE. Search and select agent to open the profile. Navigate throughout People Basics, People Links, Agent Basics & Web Profile to adjust information as needed.
Entering Additional Information for a New Agent For these steps you will be in the People Tab
Adding Additional Agent Phone Numbers User PEOPLE. Select PEOPLE BASICS. Select the plus icon next to Phone Number. Select the phone type
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Adding Agent Birthday Under PEOPLE. Select People Basics. Enter the agent's birth date. Save.
Adding Agent Start Date & Anniversary Date Under PEOPLE. Select AGENT BASICS. Enter the Start date (date ICA was signed). Enter Anniversary date (same as start date). DO NOT CHANGE START OR ANNIVERSARY DATE EVER. THESE ARE ATTACHED TO COMP PLAN CALCULATIONS. Use the brand start date field instead.
Adding Agent License Number
Under AGENT BASICS. Select Agent Basics. Select the plus icon next to License. Select License Type as Sales Associate. Select the state. Enter the issue date, expiration date & license number. Save.
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Adding Additional Agent Languages If your agent is bilingual, additional languages can be added to their profile. Under Web Profile, Select the plus icon next to Languages. Select Language. Save.
Adding Agent Designations Under Web Profile Select the plus icon next to Designations. Select Designation. Save.
Adding Agent Profile Under Web Profile. Select the plus icon next to Web Profile. Select the web category Personal Profile.
Enter Agent MLS ID Number Under PEOPLE. Select People Links. Select the green plus icon next to MLS. Enter the MLS Number, select the MLS designation. Repeat steps for multiple MLS ID’s.
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Payables
These steps you will be in the Bills tab
Adding a Payable Under Bills. Select New. Select the Company your office is under. Click the magnifying glass icon to Search for the Vendor. Confirm the Type is Supplier. *Before Selecting the Vendor* Confirm the address under Person Address is the same address listed on the invoice. Select Bill for the Voucher Type. Enter the Order Date. Select Start New.
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Enter the Invoice/Account Number (do not add dashes or space due to the limited space on the check when printing), Select the Term or enter the Due Date. Select the Office or Agent under, the Account will default from the vendor that is selected, enter a Description of the invoice, enter the Amount. Select Save. Select Post. HINT: Make sure to tab out of the description before selecting Save & Post.
Dashboard Property Information Each category will have a “# to fix” that will show by entity the number of transactions that need attention. Select the recalculate icon to refresh the data. Each category will update to the current # to fix. Double click on the category that needs attention.
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Active Listings with no Expire date Verify the MLS or MLS Print-Out for the expiration date, update Darwin City, State, Zip Incomplete Verify these fields are completed, if blank, use the MLS to complete
Duplicate MLS# Search the MLS, one of the transactions may be cancelled. If the property is a duplicate or entered into Darwin twice, Withdraw (Listings/Active) or Cancel (Pending) the duplicate transaction. If cancelling the property, verify the “CA” after the MLS ID to make it unique.
Listing Guestimated Expired Date Verify the expiration date field is completed
Listing with List Agent Missing Listings with no Listing Agent selected will not send to Dash. Verify the Listing Agents name is selected. Verify the transactions is not mistakenly entered as a Sale Transaction. Verify the agent’s MLS ID# is listed within the agent’s profile.
Active Listings with no Expire date Verify the MLS or MLS Print-Out for the expiration date, update Darwin City, State, Zip Incomplete Verify these fields are completed, if blank, use the MLS to complete
Duplicate MLS# Search the MLS, one of the transactions may be cancelled. If the property is a duplicator entered into Darwin twice, Withdraw (Listings/Active) or Cancel (Pending) the duplicate transaction. If cancelling the property, verify the “CA” after the MLS ID to make it unique.
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Listing Guestimated Expired Date Verify the expiration date field is completed Listing with List Agent Missing Listings with no Listing Agent selected will not send to Dash. Verify the Listing Agents name is selected. Verify the transactions is not mistakenly entered as a Sale Transaction Listing missing Seller Source Verify from Transaction Management the Source of where the agent received their business, update Darwin. If not noted, follow up with agent for source information, update Darwin. Listings with Seller email missing Verify from Transaction Management for seller email, update Darwin. If no email is provided, or the seller would not like to receive an email, leave blank. This will continue to reflect on your board until the property closes or expires. Missing Closing Dates Verify the Closing Date field is entered. If the date has changed update Darwin to the newest closing date MLS# Blank Verify the MLS ID field is entered. FSBO or Listings not in the MLS still need an ID within the
field. If NO MLS, use the street address. Dashboard Pending Issues
Pendings missing Buyer Source Verify from Transaction Management the Source of where the agent received their business, update Darwin. If not noted, follow up with agent for source information, update Darwin. Pendings missing closing date This field should be “0” Verify from Transaction Management for the closing date, update Darwin. If no date is provided, follow up with the agent to collect the closing date
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Pendings past Closing date This field should be “0” Verify from Transaction Management if the date has changed, if changed, update Darwin. If the property was cancelled, follow the cancellation process. Pendings with Buyer email missing Verify from Transaction Management for seller email, update Darwin. If no email is provided, or the seller would not like to receive an email, leave blank. This will continue to reflect on your board until the property closes or expires. Pendings with no Company $ Verify the Sale Price & Commission are entered. Verify if there are 2 agents listed on the transaction. The second agent’s percentage needs to be manually added in the commission tab. Dashboard Person Information
Agent MLS ID not filled in Search your MLS or reach out to the agent to receive their MLS ID, update the agent’s profile within Darwin. Do not enter a fake MLS ID#, if you do not have, leave blank Buyer or seller is blank Verify Transaction Management for the buyer or seller information. Verify all information including name(s), address, email & phone number. If unknown, contact the agent for the client’s information Duplicate Agent MLS ID Verify in MLS or with agent the MLS ID#. Verify there is only 1 agent profile within Darwin Mortgage Co is blank Verify from Transaction Management for the Lender, update Darwin. NOTE: This may update by the time of receiving the closing check and disclosure, always verify and update at closings.
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Title Co Seller is blank Verify from Transaction Management for the Title Company, update Darwin. NOTE: This may update by the time of receiving the closing check and disclosure, always verify and update at closings.
Darwin Cloud Tools (Open Houses and Media Stream) Open Houses in Darwin Cloud Scheduling an Open House in Darwin Cloud Search for the property that you are going to enter the Open House for. On the left-hand side click Open Houses
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Select Add icon to Add Open House Enter the Date of the Open House Enter the Start Time Enter the Duration Add additional notes if applicable
Then click Add
Agent Photo in Darwin Cloud To add an agent’s photo to Darwin Cloud, search for the agent under the People tab. Go to Web Profile, click the green upload button and select the photo from the files saved to your computer. If you are replacing a current Agent photo, send the photo to the Helpdesk after updating in Darwin Cloud.
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Removing Agent Photo in Transaction Plan To remove an agent’s photo in Darwin Cloud, search for the agent under the people tab, go to Web Profile. Select the trash can icon to delete the photo. Notify Helpdesk@c21affiliated.com of the change to be updated in Dash. Darwin Cloud Property Photos Listings that have issues with photos can be edited through Darwin Cloud. From the MLS download the photos and upload them to Darwin Cloud. Search for the property, click Media Stream then select the appropriate button at the top depending on what you need to do. HINT: When downloading photos from the MLS remember to label the photos 1,2,3 to make uploading them to Darwin Cloud in order easier.
Reports
For Reports you will need to go to the Reports tab
Reports - Agents
Active Agent data (259) Pull this report to view agent credentials from agent profile in Darwin. HINT: Expand to view report.
Agent Invoice Statement
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Pull this report to view outstanding agent invoice. Select the date range, status, office (if applicable) or agent name, select Preview.
Reports - Pending Pending Transactions w/ filters (900)
Select the predefined category (last month, last year) range DO NOT SELECT CUSTOM . Then select the date to and date from. Next select the desired filtered parameters for your report. Select Preview. HINT: You must select the + icon to expand additional information in the report.
Listings w/ filters (857) Select the predefined category (last month, last year) range DO NOT SELECT CUSTOM . Then select the date from and the date to. Next select the desired filtered parameters for your report. Select Preview. HINT: You must select the + icon to expand additional information in the report. Request Form How To Submit Request Form When a Lender, Title Company, Co-Broke, Escrow Company or Attorney needs to be added to the system, the request form must be completed.
CLICK HERE TO OPEN THE REQUEST FORM
Before submitting the request: Search for the lender, attorney, title company, co-broke & escrow company.
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