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FAQ – Historical Data loading into AccountTECH

History records come into AccountTECH in a few ways – depending on what type of  Historical record you are trying to load into AccountTECH:

  • Agent profiles (past & present) – these are all pre-loaded into AccountTECH for you from CREST EDG data
  • Historical Pending & Listing data – these are all pre-loaded into AccountTECH for you from CREST EDG data
  • Historical Closing data – this data can be loaded into AccountTECH for you if you can provide an Excel spreadsheet with some or all of this data ( grouped by individual transactions, or by month or by year ):
    • Agent Name
    • Property Address
    • Closing Date
    • Gross Commission
    • Company $
    • Agent Net
    • Franchise fees
    • Other Deducts
    • List Side Transaction Count
    • Sell Side Transaction Count
    • List Side Volume
    • Sell Side Volume
  • Vendors – the vendors you use can be imported from an Excel spreadsheet for you
  • CoBroke Offices & CoBroke Agents – if your MLS provides this data, it can be imported from the MLS feed
  • Profit & Loss data – this can be entered with as much (or as little) detail as you want by using Journal Entries to represent your historical P&L. We recommend this approach
    • Print out your historical P&L for each office for each month
    • Make one Journal Entry for each office for each month with the Totals from you historical P&L