PROPERTY FILES — Using Private Commission Notes

Created by Aubrey Finney, Modified on Wed, 22 Apr at 1:10 PM by Aubrey Finney

Admins and Brokers can leave private notes on the Commission tab when necessary. A private note cannot be viewed by the Agent; it's only visible to Admins and Brokers.



Private Commission Notes

Follow these steps to record a private commission note: 

  1. Locate the Commission Instructions section. 
  2. Use the text box to enter any applicable commission notes.
  3. To leave a private comment, turn the toggle switch to Private Note On (blue)
  4. Click Save Note.
  5. Once saved, you can use the actions menu to edit a comment, make a comment public, or delete the comment.



Private Note Toggle Switch:


Private Note Posted:



Private Note Actions:


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