The Operations Reports (OR), consists of pre-written reports designed to help improve the efficiency and accuracy of your staff.  The reports address these nine operational needs:

  • or1 - Listing and Sales Details: help review data entry completeness and keep everyone up to date.

  • or2 - Sales summary reports: key business statistics for the company, branch and associate levels.

  • or3 - Escrow/Trust Account: reports to augment accurate tracking of escrow trust accounting.

  • or4 -Transaction record sheets: for sales folders, payment authorizations, data entry verification.

  • or5 - Manager Override: agent company dollar production for manager override earnings.

  • or6 - Cash Flow: estimated daily, weekly and monthly anticipated cash flows.

  • or7 - Posting to Financial Accounting: customizable reports help interface with financial GL system.

  • or8 – Company and agent check registers: check registers for administration and individual agents.

  • or9 – Business with other companies: Loan, financial, title, and referrals reports.

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    Your company can use them as-is, or modify them as needed, using the Crystal Reports® program.

     

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