Anywhere Clients
Financial Grid Terminology
As a FinancialBAY Client, FinancialBAY Admins will want to familiarize themselves with the terminology below. Things to note about the Financial Grid The Financial Grid is used to make financial adjustments to the transaction. There are only a few ...
Transaction Statuses - Pending Open, Pending Cancel, Pending Withdrawn
There are many Transaction Statuses available to be used for Transactions. Three statuses that your company can opt to utilize are Pending Open, Pending Cancel and Pending Withdrawn. Pending Open - Pending Open acts as a temporary status that can be ...
Setting up and Printing 1099's
Setting Up 1099s Go to Settings > FinancialBAY > Transaction Settings In the 1099 section, ensure you have the the following fields filled out and year or years selected: 1099 Payer Name and Address 1099 Payer Tax ID 1099 Available Years Please make ...
Financial Notifications
Financial Notifications can be set up to ensure that the admins who are assigned as the Transaction Manager or the Checklist Manager on a transaction will be notified when another user creates or makes changes to Transactions. This is especially ...
Transaction Reporting for Teams
Many of our Transaction Reports can be filtered based on teams. Therefore it is important to enter team information into your transactions accurately so that your Reports are accurate as well. When an agent who is part of a team is added to a ...
Exporting Agent Profile to Dash
If you use the financial portion of ClientBAY, we provide Anywhere clients with an integration with Dash. One great benefit of this integration is that agent profile information can be entered into ClientBAY and then fed over to Dash, requiring admin ...
Transaction Manager, Transaction Coordinator, Transaction Closing Coordinator & Checklist Manager Roles
Roles can be enabled by going to the user's Roster Profile and scrolling to the Office Info section and choosing the appropriate Roles. Transaction Closing Coordinator - This Role should be enabled for the user who is responsible for closing out ...
Reports Manual - Transactions
Use CTRL+F to search for certain keywords to quickly find a report that will provide the necessary Filter or Column options. Filters/Columns in blue text are optional and can be added or removed from the report via filtering. Agents Transactions ...
Changing or Removing An Agent's Fee Plan
Change an Agent Fee Plan To change an individual agent's Agent Fee Plan, go to the agent's profile in the User Management tab. Scroll to the Accounting section. From there, you can either choose to Change or Remove the Agent’s Fee Plan. To Change or ...
Agent Late Fee Plans
Agent Late Fee Plans are used to assess late fees within Agent Fee Plans. Click Here to learn more about Agent Fee Plans. To set up an Agent Late Fee Plan, start by going to Financial -> Admin -> Agent Late Fee Plans. Click the +Plan in the upper ...
Creating Agent Fee Plans
Agent Fee Plans are used to create fees that are billed to agents on a recurring basis. Multiple Fees can be set up within a Plan that can be scheduled to automatically bill to Agents. The fees can be assessed monthly, bi-monthly, quarterly, ...
Creating a "Non Company" Office
If you are using our Transaction software and need to create any Non-Company offices that you do business with - you can certainly do so! To CREATE a Non-Company Office, go to your Settings Gear Icon in the upper right of your ClientBAY. Under the ...
Agent GCI Commission Plans
Below you will find the definitions of each part included in setting up your agent GCI commission plans: Term Definitions Name - the name of the commission plan Description - a brief description of the plan Status - determines whether the plan is ...
Deduction Plans
You have the ability to set up Deduction Plans so that a deduction can be made on a per transaction basis. Deductions can reduce GCI or Agent GCI. Multiple deductions can be set up within a Deduction Plan. To set up a Deduction Plan, go to your left ...
Transaction Fee Plans
You have the ability to set up Transaction Fee Plans for any fee paid by the agent on a transaction. A Transaction Fee Plan ultimately reduces the agent's payable Income on the transaction. To set up a Transaction Fee plan, go to your Settings Icon ...
1099 Report Information
Admin Information You must be a Transactions Admin to see Transactions Settings and make this change. If you don't see this when you go to Settings, reach out to the Transactions Admin at your Brokerage. How to include available years for the agent ...
Entering A Referral (Outgoing)
If your company has placed an outgoing referral and you need to enter that transaction, once the client closes on a home you would enter this as other income. To start another income transaction you will need the closing date, commission amount, and ...
What do I do if an agent leaves the company?
Completing a leaving agents transactions Step 1: Deactivate Agent Go to User Management >> Users Select the agent's profile Click Deactivate in the top right corner of their profile This button may be greyed out if they have a Fee Plan enabled or are ...
ADMIN - How to Change the Available Year for the Agent Profile 1099 Report
How to change the available year for the 1099 report Step 1: Getting to transaction settings Log into ClientBAY Click Settings>> Under FinancialBAY >> Click Transaction settings If you are an admin and cannot see the Transactions Settings this means ...