accounts payable workflow class
12/16/2024 at 1:00 PM EST & 12/18/2024 at 2:00 PM EST
In this training we will discuss how to add a new payable, add a new vendor if not yet added, pay the bill, or edit the payments.
Iron Valley Real Estate
darwin.Cloud training and FAQ
A practical reference for Iron Valley Real Estate brokerage staff, covering training history, Forte and PCI guidance, SkySlope workflows, and agent billing groups.
historical schedule
training class archive
These dates are preserved from the original Iron Valley training page and occurred in December 2024 and January 2025.
closing transactions workflow class
12/16/2024 at 10:00 AM EST & 12/18/2024 at 2:00 PM EST
In this class, AccountTECH will ensure your staff is trained to post (close) a transaction, pay the agents, receive and deposit commission funds. Users will be required to complete the training tasks as assigned.
accounts receivable workflow class
12/20/2024 at 10:00 AM EST & 12/23/2024 at 1:00 PM EST
This training class will show users how to add the recurring billing of an agent on their profile and how to run the agent billing wizard to bill the agent.
go live login and priorities class
1/03/2025 at 12:00 PM EST
In this 30-minute meeting we will go over the priorities punch list for your company for what needs to be done now that you are live in AccountTECH software and review urgent items on your company’s software dashboard.
go live closing transactions & commissions review class
1/03/2025 at 2:00 PM EST & 01/06/2025 at 10:00 AM EST
In this training, we will process closings with you and your team live and ensure the commissions are calculated accurately.
agent billing class
1/06/2025 at 3:00 PM EST & 01/07/2025 at 10:00 AM EST
In this training, we will help you set up and bill agents in the system. We recommend scheduling this around the time you will be doing your agent bills so we can be on the call with you.
Forte and PCI guidance
Key context for ACH direct deposit, merchant processing, and cardholder-data compliance.
why Forte has an application process +
When you send an agent commission using direct deposit through Forte, the agent receives it overnight. Forte pays the agent and then recovers the amount from the broker. The federally run Automated Clearing House system does not release the money to Forte for four business days, so Forte needs to check broker credit and bank balances before approval.
what PCI compliance means +
PCI compliance means adhering to the Payment Card Industry Data Security Standard (PCI DSS), which protects cardholder data and supports secure payment processing. It applies to businesses and service providers that accept, process, transmit, or store payment-card data.
why processors charge PCI compliance fees +
Merchant-service processors must confirm that companies using their platforms are PCI compliant. Non-compliant companies may be charged a monthly fee, commonly described on the original page as $30–$50. Self-reporting or qualifying PCI compliance insurance may satisfy processor requirements, depending on the provider.
Iron Valley SkySlope FAQ
understand the three darwin feeds
Properties import automatically every two hours when they are active or pending. Closed, expired, and archived properties are not imported automatically.
SkySlope Active Listings
Imports listings in active status only and imports the deal types of Listing or Lease Landlord.
SkySlope Pending Listings
Imports listings in pending status only and imports the deal types of Listing, Both Purchase & Listing, Lease Landlord, and Both Lease Tenant & Landlord.
SkySlope Pending Buyer Side
Imports buyer-side transactions in a pending status with the deal types of Purchase and Lease Tenant.
how records match
- Agents match through the SkySlope GUID. darwin adds the GUID automatically when the SkySlope and darwin email addresses match.
- Buyers and sellers match to a property through the GUID assigned by SkySlope.
- Other contacts match using first name, last name, email address, and phone number.
there is a property in SkySlope that isn’t in darwin. How do I import it?+
Use pull on demand. Copy the SkySlope email address, go to Properties, and click New. Select to add the property from feeds, click Start, select the correct feed, paste the email address, and click Pull. If successful, darwin will confirm that the property ID was added.
the property is in darwin, but there is no agent. Why wasn’t the agent added?+
Check the agent’s darwin profile for the SkySlope GUID. If it is missing, confirm that the email address in SkySlope matches the email address in darwin. If the addresses cannot be made the same, send a ticket to AccountTECH Support with the agent’s name and property address and request that the GUID be added. You can manually add the agent to the property.
how do I refresh a property before the feed runs automatically?+
Click the refresh button. The feed and SkySlope email address will fill in automatically; then click Pull to refresh the property.
what if the property was manually entered and is not linked to SkySlope?+
Enter the SkySlope email address on the Links page—this requires the allow edit SkySlope ID action in Security—or use Pull on Demand.
what if the refresh button is greyed out?+
This means there is no MLS number entered on the property. Add the MLS number to use the refresh button, or use Pull on Demand.
agent billing groups
Billing groups help split a bill between two or more offices and support month-end allocation entries for corporate overhead.
You can hard-code percentages for each office or have darwin calculate percentages using one of these bases:
active agent count
AGCI — last 12 months
sides — last 12 months
volume — last 12 months
new pendings — last 12 months
new listings — last 12 months
remember to review allocations
The percentages remain as they were on the day the billing group was created. If staffing changes significantly—such as mass hiring in one office—update the billing group. The original guidance notes that most brokers review their billing groups annually.
continue with AccountTECH resources
Use the help center, product pages, or AccountTECH team when you need additional guidance.
help center
Open AccountTECH’s step-by-step product guidance and support articles.
view detailsaccounting workflows
Review the connected commission, payable, receivable, and ledger capabilities.
view detailscontact AccountTECH
Reach the AccountTECH team for product, training, or workflow questions.
view details