Transaction Wizard & Transaction List

brokermint 

Our recent system updates include:

Transaction wizard was introduced to the system

We want to change the end-user experience by allowing users to enter all key information during the initial step. In this update, we added total gross commission and also introduced a separate step for contact management. Now you can add new contacts right within your transactions.

Configurable transaction list

You can set it up to match your needs: add, remove or highlight columns, and the most important – you can save your configuration as individual view.

Document upload

As well as document preview is now 4x faster than it was before. We’ve added document preloading bar, notification about non-supported file types, as well as new file preview panel.