Invoice to be paid
What is this for?
This serves as a invoice reminder to agents to let them know that an invoice hs been posted and they have a balance due that they can pay via check or using forte pay link if their company is a customer of forte. Once the template is added, you may add details for the check payment.
| Template | Preview link |
|---|---|
| Invoice to be paid (with Forte pay bill link) | Click here to view sample |
| Invoice to be paid (Check option) | Click here to view sample |
| Invoice to be paid (Check and Forte pay link option) | Click here to view sample |
| C21 Invoice to be paid (Check and Forte pay link option) | Click here to view sample |
| CB Invoice to be paid (Check and Forte pay link option) | Click here to view sample |
| BHG Invoice to be paid (Check and Forte pay link option) | Click here to view sample |
RE/MAX Invoice to be paid (Check and Forte pay link option) |
Click here to view sample |
Closing Email/ Commission Notice/ Disbursement Email to Agents
What is this for?
When agents are representing the property, either as a listing/selling agent they might want to receive an email showing the property they've closed, the selling price, commission price, the side they represented, the deductions incurred and their total take home pay or net deposit. It can also show the agents Year To Date production and their production from last year.
| Template | Preview link |
|---|---|
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Commission notice (C21 version 1) |
Click here to view sample |
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Commission Notice (C21 version 2) |
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Commission Notice (C21 version 3 Yesterday's closings) |
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Commission Notice (CB version 1) |
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Commission Notice (CB version 2) |
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Commission Notice (RE/MAX version 1 - sent immediately once property is posted) |
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Commission Notice (RE/MAX version 2 - sent immediately once property is posted with Last Year's production) |
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Commission Notice (BHG version 1 - sent immediately once property is posted) |
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Commission Notice (BHG version 2- sent immediately once property is posted with Last Year's production) |
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Commission Notice (ERA version 1 sent immediately once property is posted) |
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Commission Notice (ERA version 2 sent end of the day once property is posted) |
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Commission Notice (BHHS version sent to agents immediately once property is posted) |
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Commission Notice (IND version 1 sent to agents immediately once property is posted) |
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Commission Notice (IND version 1 sent on schedule to agents for properties posted yesterday with last year's production) |
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Commission Notice (IND version 3 sent to agents by the end of the day with Anniversary production) |
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Monthly Billing Statement/Receivables for agent/brokers
What is this for?
Every month, recurring billable items are created as invoices. A button in Sales menu called agent billing is what users are using for the invoice creation. This email can help in sending the billing statement to the agents once the invoices are created and posted. It will have a report link that shows the remaining balance they need to pay.
| Template | Preview link |
|---|---|
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Billing Statement for agents sent immediately after agent billing is posted with forte pay link and other options to pay |
Click here to view sample |
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Billing Statement (C21Version) for agents sent immediately after agent billing is posted with forte pay link and other options to pay |
Click here to view sample |
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Billing Statement for agents sent immediately after agent billing is posted with forte pay link and other options to pay (BHHS version) |
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Billing Statement for agents sent immediately after agent billing is posted with forte pay link and other options to pay (RE/MAX version) |
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Billing Statement for agents sent immediately after agent billing is posted with forte pay link and other options to pay (CB version) |
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Billing Statement for agents sent immediately after agent billing is posted with forte pay link and other options to pay (ERA version) |
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Billing Statement for agents sent immediately after agent billing is posted with forte pay link and other options to pay (BHG version) |
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Invoice Receipt
What is this for?
When invoices gets paid, agents might want to receive receipt or email for them to know that the payment is done. This email will help in ensuring that agents receives notification for what invoices were paid and the total amount paid.
| Template | Preview link |
|---|---|
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Invoice Receipt sent to agents when invoice(s) are paid; sent immediately |
Click here to view sample |
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Invoice Receipt sent to agents when invoice(s) are paid; sent immediately (BHG version) |
Click here to view sample |
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Invoice Receipt sent to agents when invoice(s) are paid; sent immediately (C21 version) |
Click here to view sample |
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Invoice Receipt sent to agents when invoice(s) are paid; sent immediately (RE/MAX version) |
Click here to view sample |
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Invoice Receipt sent to agents when invoice(s) are paid; sent immediately (ERA version) |
Click here to view sample |
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Invoice Receipt sent to agents when invoice(s) are paid; sent immediately (BHHS version) |
Click here to view sample |
Document upload in Bills
What is this for?
This is an email that can be sent to whoever needs to know that a document has been uploaded in a voucher.
| Template | Preview link |
|---|---|
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Notification when document has been uploaded for a voucher in Bills; sent immediately |
Click here to view sample |
Notification when a payment (payable) is being made
What is this for?
This is an email sent to payees (vendors, agents/brokers, suppliers, lenders, etc) to let them know that a payment has been made and will be sent to their account or a check is issued as a payment.
| Template | Preview link |
|---|---|
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Notification to payees for bills/payables when payment is made (immediately) |
Click here to view sample |
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Notification to payees for bills/payables when payment is made; sent immediately (BHG version) |
Click here to view sample |
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Notification to payees for bills/payables when payment is made; sent immediately (BHHS version) |
Click here to view sample |
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Notification to payees for bills/payables when payment is made; sent immediately (C21 version) |
Click here to view sample |
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Notification to payees for bills/payables when payment is made; sent immediately (CB version) |
Click here to view sample |
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Notification to payees for bills/payables when payment is made; sent immediately (RE/MAX version) |
Click here to view sample |
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Notification to payees for bills/payables when payment is made; sent immediately (ERA version) |
Click here to view sample |
Notification for when a 3rd party is being paid from a closing
What is this for?
This is an email sent to a 3rd party person (the one being paid in the other pay out of the Properties - Agent Net list/Agent Net sell letting them know that a payment has been created for them for a particular property closed by an agent that will pay them.
| Template | Preview link |
|---|---|
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Commission pay out notification to 3rd party when property is posted (sent immediately) |
Click here to view sample |
Notification for when an override for a closing is being paid
What is this for?
This is an email sent to a mentor, coach, payee that is set up as an override in darwin for an agent letting them know that a payment has been created for them for a particular property closed by an agent that will pay them.
| Template | Preview link |
|---|---|
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Commission pay out notification to mentor, coach etc (override payment) when property is posted; sent immediately |
Click here to view sample |
Notification for when an extra-voucher from a closing is being paid
What is this for?
This is an email sent to an extra voucher person that is set up as in the extra voucher section in darwin for an agent letting them know that a payment has been created for them for a particular property closed by an agent that will pay them.
| Template | Preview link |
|---|---|
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Commission pay out notification to payee for extra voucher when property is posted; sent immediately |
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Notification to request agent’s payment information for when they are added to darwin
What is this for?
This is an email sent to new agents with a link they can click to add their payment information which will be sent to forte without them needing to log in to darwin.Cloud. The link should not be use outside darwin.
| Template | Preview link |
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Payment information request email to new agents (for the Forte ACH/CC Info |
Click here to view sample |
Escrow Notification to Listing/Selling Agent when escrow has been deposited to a property
What is this for?
This notification sends an email to the sell agent (agent represent buyer) or the listing agent to let them know an escrow has been deposited to the property. For selling agents, it will send the notification when the property is an Our Sell, In house, Referral and or Rental. The same is going for the listing agent but its for Our Listing, In House, Referral and or Rental.
| Template | Preview link |
|---|---|
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Notification to Sell Agent when 1st escrow is added to a property |
Click here to view sample |
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Notification to Sell Agent when 2nd escrow is added to a property | |
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Notification to Sell Agent when 3rd escrow is added to a property | |
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Notification to List Agent when 1st escrow is added to a property | |
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Notification to List Agent when 2nd escrow is added to a property | |
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Notification to List Agent when 3rd escrow is added to a property |