Here’s what’s new in Books — and a heads up: there’s a new version of Books ready for you. Move to the new version to access the features below. Reach out to [email protected] to get set up.
Features you’ll see when you move to the new version of Books:
Improved Capping Transparency —You can now stay confident on every agent’s progress with cleaner reports and real-time visibility into cap status.
Coming Soon: More Flexible Ways to Manage Earnest Money — You can now return, transfer, or allocate earnest money funds directly from your trust. With no workarounds required and a clear, auditable trail, it’s a simpler way to stay compliant and save time.
Features available now:
Start using these updates instantly. No need to move to the new version of Books.
Improved SkySlope Syncing — Agents created in SkySlope now automatically appear in Books, removing the need to set up users twice.
Enhanced Data Syncing with APIs — Reduce manual work and keep everything in perfect sync with new APIs that let you move accounting data from Books to QuickBooks and other software seamlessly.
Transfer Memos — Simplify audits and boost transparency with built-in comments on transfers.
Deal Splits Made Simpler — You can now split deal money between agents more accurately, including setting caps on each person’s share automatically.
Better Agent GCI Tracking — We now total an agent’s commission across all deals and allow you to view year-to-date earnings on paystubs and trade sheets, with calculations based on calendar year or anniversary date.
Coming Soon: A Better Way to Manage Access and Permissions
We’re making it easier to control who can see what in your brokerage, including the ability to update access for multiple people at once.
Start taking more control of your deals today
