Training Task Group 04 - Adding and Editing Other Income
In darwin, all Other Income information is entered and found in the Properties menu. Training Tasks for Certification in Training Task Group 4 will show users how to navigate different submenus of the Properties menu that will be used when adding a Referral, Broker Price Opinion, etc and Posting that Other Income transaction to close it.
Due to recent updates of the darwin software, some screens have changed. Please know that the written steps will be accurate, what you see on the video may show a slightly different screen.
It is important to note: Never use the same property or person record for different tests. A helpful way to know that you (or a coworker) has already performed the training task is to enter your own name in as a street name for properties. If a property or person record has already been used by yourself or a co-worker, select a different record to perform your Training Task. Failure to follow these rules will keep either you or one of your co-workers from getting full credit for completing the Training Task.
Recorded and written instruction for each Training Task in Group 04 - Adding and Editing Other Income are found below.
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- 4.12 Add a new Other Income transaction: Residential Referral
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- 4.13 Add a new Other Income (not Residential Referral)
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- 4.14 Change Agent on an Other Income transaction
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- 4.15 Adjust Agent net on an Other Income transaction
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- 4.16 Pay a Referral company on an Other Income transaction
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- 4.17 Increase the $ amount of an Other Income transaction
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- 4.18 Change a deduction on the Agent Commission calculation
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- 4.19 Post an Other Income transaction
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