We’ve made navigation smoother than ever! Scarlett Pay now temporarily saves a list of recent searches and actions to allow easier repetition of payroll duties.

These “Breadcrumb” are now live on Commissions/Invoices and Expenses – no more re-entering the same data to trace receivable allocations. Simply click on the “Search Results” in the sub-header to go back to the search you just completed and continue down your result list. Allocation tracking made effortless & simplified! We have also added a new “Recently Accessed Deal” window in the Deals module that displays your last 10 opened deals – giving you instant access to the files you’ve been working on.

Module: Deals Overview:
To streamline the process of accessing paid allocation data, a new enhancement has been introduced to the Deals module. Previously, viewing paid allocations required admin users to conduct advanced searches in the Receivables module and manually gather relevant data. This update simplifies that process by introducing a dedicated “Paid Allocation” tab within each deal. New Feature: “Paid Allocation” Tab Description:
A new tab labeled “Paid Allocation” has been added to the deal view interface. This tab allows for quick and direct access to allocation records that have already been paid.
Key Features:

Visible by Default to Admin Users
The new tab is automatically visible to users with admin roles, ensuring easy access to relevant financial data pertaining to the deal.

Hidden from Non-Admin Users
By default, the tab is not visible to users without admin permissions, maintaining appropriate access control and data confidentiality.
Allocation ID Drill-Down FunctionalityClicking on an Allocation ID within the table opens the Split Allocation Table, providing a detailed view of how the allocation was distributed.

Benefits:

Reduces time spent manually searching for paid allocations.
Improves visibility of deal payment information for administrators.
Maintains security through role-based permissions.
Enhances user experience with seamless navigation and data consistency.

Instructions for Bulk Import Queue Commissions/Invoices

If you’re using the DLC or MCC templates for bulk allocations, please follow the updated steps below:

Create the receivable as usual.
Click the Allocations icon, then go to New Allocations > Bulk Allocation.
In the pop-up window, select Import Allocation.
Choose the appropriate template format (DLC or MCC) and upload your Excel file.
Click Import. Commissions/Invoices
Import Status
The system will display a status depending on the import process.

Pending: Click Refresh to update the status. Unsuccessful/Failed: Check the result message for specific error details.
Success: Click on the Batch ID to review the import in the preview window before finalizing the allocations. Expenses
Uploading Equifax New Portal Template

Go to New Expense > Bulk Allocation > New Bulk Allocation.
Select File Import.
From the Import Type dropdown, choose Equifax New Portal, and provide the invoice date.
Upload the Excel file and click Import & Generate. Expenses
Import Status
Depending on the status of the import a status will appear

Pending: Click Refresh to update the status.
Unsuccessful/Failed: Check the result message for specific error details.
Successful: Click on the Batch ID to review the import in the preview window before finalizing the allocations. Expenses
Uploading General Expenses Using the Template:

Go to New Expense > Bulk Allocation > New Bulk Allocation.
Click Download Template and fill in the required expense information.
Choose General Expense from the Import Type dropdown.
Enter the expense number and upload the completed file.

New Feature Alert: Seamless Deal Type Identification with Scarlett Pay We’re excited to introduce a new enhancement applicable to our clients using both Scarlett Origination and Scarlett Pay!

Organizations that utilize tags in Scarlett Origination to classify the type or nature of a deal can now benefit by further leveraging this existing Scarlett Origination feature.

If enabled, these tags will automatically carry over to Scarlett Pay as an embedded field and will also appear in the Receivable Allocation view.

This enhancement makes it easier to identify special- case scenario deals and supports customized payouts where needed thereby saving time for any manual steps required. Please note: This feature is exclusively available for Scarlett Pay clients who also use Scarlett Origination, upon request.

If you have any questions or would like to explore how this feature can work for your team, feel free to reach out to scarlett.pay@scarlettnetwork.com!

Agent Payroll Summary Report: A new report, Agent Payroll Summary, is now available under the REPORTS > GENERAL section. This report provides a detailed summary of the fee types paid to or charged to agents, based on the selected date range. Audit by Principal Broker: A new flag called Enable Audit by Principal Broker, has been added under SETTINGS > CONFIGURATIONS. Users will have to reload the Scarlett Pay page for this to take effect. When enabled, this setting displays a checkbox called Audit by Principal Broker in the Deal Details section for files, but only for users with the role of Payroll Admin. Once the checkbox is selected, a Note by Principal Broker field appears, allowing the Principal Broker to enter any relevant notes regarding the deal. Deals marked with Audit by Principal Broker can be tracked in the Deal Report under REPORTS > GENERAL.

We’re excited to announce a new enhancement in the DEALS TRS Views section: the “PAID Deals” folder.

Here are the guidelines for deals in this folder:

Once a deal is fully paid for the first time, it wil move to and remain in the PAID Deals folder.
Deals wil not be transferred to this folder if they are part of a locked pay period (Pay period step 3).
If a paid deal is reversed, it wil remain in the PAID folder.

We hope this is helpful and enhances your experience giving better visibility and reduce the Deals accumulating in the Compliant – Money in Folder.

Scarlett Pay has introduced new fields in deal management. Now,users can add FINTRAC status and Overall Risk assessment details when creating deals.

The option to add the status & assessment is available when creating deals on Scarlett Pay. Steps to add FINTRAC status and Overall Risk assessment to existing deals on Scarlett Pay:

Go to Deals: Navigate to the ‘Deals’ section in Scarlett Pay.
Look up the Deal ID: Search for and locate the specific Deal ID you want to update.
Select Edit: Click on the ‘Edit’ button to modify the deal details.

Update FINTRAC STATUS & Overall Risk assessment:

Find the ‘Mortgage Details’ section within the deal.
You will see drop-down menus for ‘FINTRAC Status’ and ‘Overall Risk Assessment’.
Choose the appropriate status and risk assessment from the drop-down options.

Click Save: After selecting the correct options, make sure to click ‘Save’ to apply the changes.

Guide to Use The Statement Builder Statement Builder allows admins to build their own statement template, giving ability to show required data and hide unnecessary information.
Below are the steps for the statement builder:
1. Go to Settings > Configuration > Click Statement Builder. 2. Read through & follow the instructions provided to customise the tables in your user’s commission statements. 3. At the bottom of the page, options are available for the following options.

a. Choose your Statement color:
Default color will display statements in Scarlett Blue. Favorite colour will display the color chosen and setup under SETTINGS > COMPANY PROFILE> FAVORITE COLOR.
b. Hide /Empty Tables:
Enabling this will hide tables in the statements that have no content to display.
c. Disable Old Statements:
Enabling this will remove access to the old Commission Statements in the Statements dropdown and only give access to the new Commission Statements (NEW) under statements. 4. Once all required selections are made and commission statement is built,
click on Preview to view how the statement will be displayed if saved. 5. Once the Statement built is confirmed click Save & Publish. 6. This will enable agents to view Commission Statement (NEW) under their Statement dropdown. 7. To disable Commission Statement (NEW) from showing up for the Agents click on Unpublish. **Once the New Commission Statement is published to Agents, you can send the Module highlighted below for their reference.

**IN TIME TO COME THE “OLD” COMMISION
STATEMENT WILL BE DECOMISSIONED AND
REPLACED BY THE NEW COMMISSION STATEMENT**