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.

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.  

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.

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.

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.

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.

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.

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.

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.         

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.

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.

What is this for?

This sends an email out to the payee to let them know that their payment is through an echeck included on the email and they can go ahead and print it. Articles related to echeck:

How to enable and set up eCheck

To know more, please contact our support.

What is this for?

This serves as a letter sent to an administrator, title company, or to the accounting department to disburse the commission amount for a pending property that is going to be closed.It is usually used when in the Property menu>Post section, the paid at closing is used.

What is this for?

This can be sent to managers or owners showing the list of agents that have their very first closing from the time they joined/started working under the company.

What is this for?

This email serves as a reminder to agents about pending properties that are past their estimated closing date.

What is this for?

This is a scheduled email or on-demand email that can be sent to active agents reminding them of the balance due they owe with a link to the Invoice statement report showing them the list of their invoices

What is this for?

This is like the monthly agent billing but can be sent to terminated agents to remind them of the charges they still owe.

What is this for?

This email shows the list of agents with upcoming birthdays, this month, this wee,k or any date range this should look for. It also has a list of Agents with upcoming anniversary start date based on the profile they have on darwin and the # of days the email should look for.

What is this for?

This is set up to remind agents when a seller or a buyer has a missing lead source for a property they are handling.

What is this for?

This is a email reminder to agents to let them know that their credit card has been declined and the steps on how they can try paying the balance due again.

What is this for?

This email can be sent to buyer/seller to get their feedback from the transaction they had had. This is completely different and is not connected the survey sent to the Buyer/seller from realogy.

What is this for?

This is sent to the user or admin in the company to let them know that an agent’s anniversary end date is coming up and to remind them if any changes in the commission plan are needed or to review the agent’s production.

What is this for?

This is an email sent either to the buyer/seller to thank them for listing or getting the company’s help enlisting the property or getting the new house. It can be to  show appreciation and/ promotion of service.

What is this for?

This email is sent to an outside agent or broker to thank them for their cooperation in the transaction.