Broker and Role Closed Fee Reports
These reports were created for your administrative and accounting departments. The Broker and Role Closed Fee reports are handy reports used to print ad-hoc details and totals for selected BOS commission payees or roles. The examples below are branch broker reports where a report was desired just for franchise fees paid.
Regular Format Role Report
There are four formats for these reports: regular and detail and role and broker. The regular format is illustrated above. The items included are:
The items displayed include:
Close Date – Close date for the transaction
Property – the street address and city for the transaction
TranID – the BOS transaction ID assigned
Sale Price – final and closing sale price
Tran-Type – the transaction type assigned to the transaction (FL-FS = FirmList-FirmSale, FL-CS=Firm List Co-broker sale, CL-FS=CoBroker list Firm sale).
Role – The BOS role assigned for the fee
Name – the payee name for the commission/fee
Code – the BOS payee code (for outside companies this is the broker ID, for agents, the BOS agent code).
List-Amt$ - the list side commission/fee earned
Sell-Amt$ - the sell (buyer) side commission/fee earned
Total-Amt$ - the total commission/fee earned for both sides
Detail Format Broker format – Agent Names are included
For the Detail format which includes the agent names, the items displayed are:
Close Date – Close date for the transaction
Property – the street address and city for the transaction
Sale Price – final and closing sale price
Trans-Type – the transaction type assigned to the transaction (FL-FS = FirmList-FirmSale, FL-CS=Firm List Co-broker sale, CL-FS=CoBroker list Firm sale).
List-Amt$ - the list side commission/fee earned
Listing Agents for the transaction
Sell-Amt$ - the sell (buyer) side commission/fee earned
Sell (buyer) side agents
Total-Amt$ - the total commission/fee earned for both sides
Following is a sample "role" report, where, instead of selecting the broker/payee name, the BOS role is selected.
The role of "Franchise" was entered to obtain this report. Other roles that might be entered would be "E&O", "MLS Fee", "Referral", "Company Dollar", or any other role used in BOS.
How to run a role report:
There are three selections for the Branch Report:
1. select close date range -- (only closed sales are selected)
2. select the role you want to have reported
3. Select the branch range – to select only one branch, enter that code twice.
Above is a sample of a company level role report where details and totals are
for the entire company and not be branch.
The report names included are:
Branchbrokercommissionbyclose
Companybrokercommissionbyclose
Branchrolecommissionbyclose
Companyrolecommissionbyclose
Branchbrokercommissiondetailbyclose
Companybrokercommissiondetailbyclose
Branchrolecommissiondetailbyclose
Companyrolecommissiondetailbyclose
(If you are interested in purchasing the Broker Role Transaction reports or having Executive Systems build other custom reports for your company's staff call 877-705-9750 or Contact Us Via Email for a free estimate)