AccountTECH Blog

Blog
January 14, 2024

Spotlight Analytics: Income vs Budget

KPI Spotlight: Income vs Budget.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see Income by month or cumulatively thru the year and how it compares to budget.

Blog
January 14, 2024

Spotlight Analytics: Profit & Loss

KPI Spotlight: Profit & Loss.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see Profit for last month and Year to date compared to the prior year.

Blog
January 14, 2024

Spotlight Analytics: Team Rank Leaderboard

KPI Spotlight: Team Rank Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see which of your Teams is performing best - based on 4 essential KPI.

Blog
January 14, 2024

Spotlight Analytics: Agent Rank Leaderboard

KPI Spotlight: Agent Rank Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see which of your Agents are performing best - based on 4 essential KPI.

Blog
January 14, 2024

New darwin.Cloud feature: Office Forms Library

Store all the forms your agents need in the Office forms library  

Blog
January 14, 2024

Spotlight Analytics: Office Rank Leaderboard

KPI Spotlight: Office Rank Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see which of your offices are performing best - based on 6 different metrics.

Blog
January 14, 2024

New darwin.Cloud feature: Customized Agent dashboards

Now you can customize your Agent dashboards to highlight the most important numbers your Agents want to see.  

Blog
January 14, 2024

Spotlight Analytics: Top 5 Agent Leaderboard

KPI Spotlight: Top 5 Agents Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see the Top 5 Agents based on 6 different metrics.

Blog
January 14, 2024

Spotlight KPI: Commission margins

KPI Spotlight: New Contracts written.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see the Commission percentages your agents are charging to Buyers and Sellers.

Blog
January 14, 2024

Spotlight KPI: New Contracts written

KPI Spotlight: New Contracts written.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators to see how many new Contracts your agents are writing.

Blog
January 14, 2024

Spotlight KPI: Commission Split percentages

KPI Spotlight: Commission split percentages.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators to see what percentage your company has paid in split percentages last month and Year to Date.

Blog
January 13, 2024

NEW darwin.Cloud feature: Agent Bill Pay

darwin.Cloud now enables agents to Pay their bills real-time, on-demand in darwin.Cloud. When an agent wants to "settle-up", they can pay by credit card or ACH

Blog
January 14, 2024

Spotlight KPI: Pending Cost of Goods Sold

KPI Spotlight: cost of goods sold.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance metrics, you can quickly get to critical information that drives your company's success.

Blog
January 13, 2024

NEW darwin.Cloud feature: Agent email campaign history

darwin.Cloud now deliivers Email campaign copies to agents. When an agent needs a copy of a commission statement, invoice statement or hot sheet - they will find them all in their campaign history.

Blog
January 14, 2024

Spotlight KPI: Pending cash flow

KPI Spotlight: cash flow.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance metrics, you can quickly get to critical information that drives your company's success.

Blog
January 14, 2024

Behind the scenes: EOS analytic Spotlights

While working together to finish darwin.Cloud, Mark Blagden, CEO of AccountTECH and Helkyn Coello, VP OF Development recorded a series on conversations about the design & building of darwin.Cloud. This is their conversation about:  EOS style scorecards and Analytic Spotlights

Blog
January 13, 2024

Check out all the new tools in darwin.Cloud for Agents

There's alot for Agents in the new darwin.Cloud. Some of the tools are help the agent's be more successful. Some of the tools are to help Sales managers help the agents.  And other tools are designed to save the back office and accounting staff time. 

Blog
January 13, 2024

NEW darwin.Cloud feature: Create rules to charge incoming expenses to a group of offices

darwin.Cloud now has enhanced automation that enables you to more accurately allocate expenses that stream into darwin daily.

Blog
January 13, 2024

NEW darwin.Cloud feature: Create complex rules for expense classification automation across multiple offices and GL accounts

Create complex rules that enable darwin correctly allocate bank & credit card charges. 

Blog
January 13, 2024

NEW darwin.Cloud feature: Connect your credit cards to darwin.Cloud

Connect your credit cards to darwin.Cloud so you can have darwin automatically classify your credit card charges. 

Blog
January 14, 2024

Behind the scenes: the story behind darwin.Cloud

While working together to finish darwin.Cloud, Mark Blagden, CEO of AccountTECH and Helkyn Coello, VP OF Development recorded a series on conversations about the design & building of darwin.Cloud. This is their conversation about the long road to building darwin.Cloud.

Blog
January 13, 2024

NEW darwin.Cloud feature: Agents print their own 1099

Agents can print their own 1099 for this year - and any prior years !  Now the staff is free from the burden of printing, stuffing envelopes & mailing 1099s to agent

Blog
January 13, 2024

NEW darwin.Cloud feature: Setup Agent Goals

Its time to set agent's goals for the new year with the tools in darwin.Cloud

Blog
January 14, 2024

Behind the scenes: Bank Stream

While working together to finish darwin.Cloud, Mark Blagden, CEO of AccountTECH and Helkyn Coello, VP OF Development recorded a series on conversations about the design & building of darwin.Cloud. This is their conversation about:  streaming Bank account & Credit card data

Blog
November 22, 2023

Quickbooks replacement tech part 2: expense allocation

darwin.Cloud automatically allocates incoming payments across all your offices. 

Blog
November 22, 2023

Quickbooks replacement tech part 1: streaming bank data

darwin.Cloud now has enhanced automation that streams bank and credit card activity into darwin. This technology saves time & enables you to much more accurately classify payments that stream into darwin daily.

Blog
October 17, 2023

darwin.Cloud coming soon: Company Store

Coming soon to darwin.Cloud: Company Store

Blog
September 21, 2023

darwin.Cloud Profit per Agent - it's more than just commission split

Profit per agent is just commission split ... it's what's left after expenses

Blog
September 21, 2023

NEW darwin.Cloud feature: Automatic Bank reconciliations

darwin.Cloud now includes automatic bank reconciliation.

Blog
September 21, 2023

NEW darwin.Cloud feature: Enhanced Accounting summary screen

In darwin.Cloud, see every accounting entry that has any connection to your real estate transaction - all in one place

Blog
September 17, 2023

NEW darwin.Cloud feature: Reclassify Journal entries without unposting

With darwin.Cloud, it’s easy to fix Journal entries that were entered incorrectly.  

Blog
August 26, 2023

NEW darwin.Cloud feature: Import your bills from Excel

Save a lot of time each month by entering your bills into darwin.Cloud using Excel import

Blog
August 26, 2023

NEW darwin.Cloud feature: Import Credit card charges

Now, you can import your Credit card expenses into darwin.Cloud.

Blog
August 26, 2023

NEW darwin.Cloud feature: Import payroll

Now, you can import your payroll expenses into darwin.Cloud.

Blog
August 26, 2023

NEW darwin.Cloud feature: Quick fix check numbers on Agent or Commission payments

In darwin.Cloud, you can now add the missing check numbers without having unpost or re-do any of your work

Blog
June 13, 2023

NEW darwin.Cloud feature: Store deposit receipts online

Store copies of your deposit receipts online. 

Blog
June 13, 2023

NEW darwin.Cloud feature: automatically pay off agents bills when closing

darwin.Cloud has a tool to make it fast and easy, when you withhold agent bills from their commission, to apply this credit automatically.

Blog
June 13, 2023

NEW darwin.Cloud feature: Reclassify invoices

With darwin.Cloud, it’s easy to fix agent billing that was put to the wrong gl account.  You don’t have to create complex adjusting journal entries. You don’t need to Unpost or UnReconcile invoices and payments.

Even if an invoice is already paid - and even if the payment has cleared the bank - you can fix the expense categorization on the original invoice.  

Blog
August 7, 2023

New darwin.Cloud feature: Store agent billing documents online

darwin.Cloud lets you store documents related to agent billing

The uploaded documents are stored on the invoice screen and attached to your agent bills.

Blog
August 7, 2023

New darwin.Cloud feature: Agent password recovery

Now, it’s easy for agents to recover / reset their own password for darwin.Cloud.

Blog
August 5, 2023

the Evolution of darwin is darwin.Cloud

All the features and functionality of TransactionPlan.com and darwin Citrix are being combined into a single, unified platform that is 100% web based and secured without the need for Citrix.

Blog
July 30, 2023

New darwin.Cloud feature: Recover Expenses from agents

darwin.Cloud makes it easy to recover expenses from agents while paying your bills

Sometimes it happens that a bill comes into your office, and the charges on the bill need to be reimbursed from one (or all) of your agents.  darwin has a tool to do this for you.

Blog
July 30, 2023

New darwin.Cloud feature: Divide Expenses across all offices

darwin.Cloud makes it easy to spread expenses across all your offices.

Whether you have two offices or two hundred offices. You know that equitably and accurately spreading expenses correctly across all your offices is the only way to get an accurate picture of the true profitability of each location.

Blog
July 23, 2023

New darwin.Cloud feature: context aware help in app

darwin.Cloud has context aware help built right into the app. Now, from any screen in the software, you can get articles, tips & training videos - all related to the page you are currently working with.

Blog
March 15, 2023

NEW: darwin.Cloud 2 factor login without Citrix

Now, when users log into darwin.Cloud, they won't use Citrix.  They won't even need to have Citrix security software installed on their computer.

Blog
June 13, 2023

NEW darwin.Cloud: Super fast Agent billing

Agent billing in darwin.Cloud is fast … really fast.  

The Agent billing wizard in darwin.Cloud has been updated and has a new look and turbo-charged for speed.  In this video we are going to take a look at the updates to the screens of the wizard.  Then, we are going to run a large batch of agent invoices - with a stop watch running.

Blog
June 13, 2023

NEW darwin.Cloud feature: Link suppliers to Journal entries for credit card

darwin.Cloud has new features for tracking purchases from Suppliers that are paid by credit card. 

It solves this problem: How do you record Journal entries to classify credit card expenses - and still track purchases by supplier ?

Blog
June 13, 2023

NEW darwin.Cloud feature: Move a Property pre-payment deposited incorrectly

In darwin.Cloud, there’s a new tool to correct a commission pre-payment that was applied incorrectly. 

It solves this problem: What do you do when you have received a commission payment in advance - but the payment was recorded on the wrong house ?

Blog
June 13, 2023

NEW darwin.Cloud feature: Run Last Launched report

On the reports screen in darwin dot cloud, there's a  tool that you'll find yourself using all the time.  It's called: Run last launched report.  This tool is especially helpful when you're designing custom reports.

The benefit of this tool is that it remember the last report you looked at. 
 

Blog
June 13, 2023

NEW darwin.Cloud feature: Agent license status warnings

When you're working with a property in darwin.Cloud, there is an easy way to see when an agent's license is expired.

Blog
June 13, 2023

NEW darwin.Cloud feature: Record commission deposits in advance

When a Commission deposit comes in before you're ready to close a property, darwin.Cloud has new features that make it easy to record the deposit ... and simultaneously, make the deposit visible to everyone on staff ... 

Blog
June 13, 2023

NEW darwin.Cloud feature: Billing groups

darwin.Cloud has a new feature for splitting bills: Billing groups. It makes it really fast to take a bill, put it in darwin, and divide it across lots of your offices... automatically.

Blog
June 11, 2023

Top 10 tips for an efficient closing department - Tip 4: Closers shouldn't make deposits

In fact, most of the Top 10 closing departments don’t have the closing department staff do anything with deposits except double check that they were done and recorded correctly.

Blog
June 13, 2023

NEW darwin.Cloud feature: Reclassify expenses

With darwin.Cloud, it’s easy to fix a bill put to the wrong expense account.  You don’t have to create complex adjusting journal entries. You don’t need to Unpost or UnReconcile bills and payments.

Even if a bill is already paid - and even if the payment has cleared the bank - you can fix the expense categorization on the original bill. 

Blog
June 13, 2023

NEW darwin.Cloud feature: Store copies of your bills online

darwin dot cloud lets you store copies of your bills online. Scanned copies of your bills are stored on the same screen where you input your bills

Blog
June 11, 2023

Top 10 tips for an efficient closing department - Tip 3: automated Accounting

having your Accounting software and your Back Office software be All-In-One makes a big difference in the number of closings per month each staff person can close.

Blog
June 10, 2023

NEW darwin.Cloud feature: automatic Direct Deposit

Offering to pay agents by “direct deposit” is not enough.  The key is to have the “right” direct deposit technology.

Blog
June 9, 2023

Top 10 tips for an efficient closing department - Tip 1: Documents at your fingertips

it turns out that the location of your transaction documents has a big impact on the number of closings per month each staff person can close.

Blog
June 11, 2023

Top 10 tips for an efficient closing department - Tip 2: automatic Direct Deposit

it turns out that type of Direct Deposit technology you use has a big impact on the number of closings per month each staff person can close.

Blog
June 7, 2023

NEW darwin.Cloud feature: Agent analytics

Most agents are confident achievers who are out in the field every day working to close more transactions.  You can help your agents succeed by giving them tools to  “run” their business - as opposed to just working in their business.

Blog
June 8, 2023

NEW darwin.Cloud feature: Agent Goals calculator

darwin.Cloud can calculate what your agent's monthly goals should be each month

Blog
June 4, 2023

NEW darwin.Cloud feature: Document delivery by email

Anyone can deliver documents into your property record by email

Blog
May 26, 2023

NEW darwin.Cloud feature: Photo delivery by email

Photographer can deliver images into your property record by email

Blog
May 15, 2023

Are you carrying your brokerage ?

In many brokerages, the success of the brokerage is dependent on the owner being out in the field listing and selling  houses.

Blog
March 7, 2023

report explainer

analysis: Key Performance Indicators to Budget

Budgets can be more than just Profit and Loss reports.

Blog
March 3, 2023

why Cloud now

company store 

why Cloud now - a look behind the scenes at the programming behind the next version of darwin software: darwin Cloud.  This hackathon project lets you keep track of everything you sell to agents. agents can buy from you online - and the invoicing and collections is automatic

Blog
March 15, 2023

darwin.Cloud for agents training videos

Plan your roll-out of darwin.Cloud for agents using this library of eductional videos.

Blog
March 7, 2023

report explainer

analysis: CMOE report

the CMOE report shows you how the company dollars in your pending file compare to your monthly overhead

Blog
March 7, 2023

report explainer

analysis: Office production summary report

the Office production summary report shows you (by Office), how much new business did you write. How much business did you lose. How much business did you close - and what is currently listed for sale & what is currently pending to close.

Blog
March 3, 2023

why Cloud now

multiple company's accounting - all in one unified application

why Cloud now - a look behind the scenes at the decisions, thinking & timing behind the next version of darwin softare: darwin Cloud This video focuses the ability to have all the different companies that you own running in darwin at the same time.  One login.  One system.  All your companies.

Blog
October 28, 2022

why Cloud now

Integrating with other software programs

why Cloud now - a look behind the scenes at the decisions, thinking & timing behind the next version of darwin softare: darwin Cloud This video focuses on Integrating darwin Cloud with other software programs by importing their data into darwin

Blog
October 28, 2022

Overcome staff resistance to change

How do you get staff to embrace upgrades to your tech stack

There are many factors that make software change hard for brokerages

Blog
January 22, 2023

real estate technology

Searching for the “holy-grail” in PropTech: the “all-in-one” real estate vertical.

Blog
October 28, 2022

Benchmark: Occupancy costs

Occupancy costs at Century 21 offices have risen sharply in the first 9 months of 2022

Blog
September 1, 2022

Reports that link Profit & Loss reports to Agent Productivity

Agents are the source of all income for a brokerage... and agents are the source of all an offices expenses.  

Blog
July 6, 2022

Your accounting department cannot scale with Quickbooks

Using Quickbooks with Excel spreadsheets will block your growth. It adds labor cost and cannot scale. It requires the Broker/Owner to accept long delays for financial reports and cannot deliver automated real-time analytics.

Blog
February 25, 2022

Solved: multi-company mergers and acquisitions

The fastest-growing real estate organization in the last 10 years are growing through mergers and acquisitions or through franchising.

Blog
February 3, 2022

IRS 1099 electronic tax filing added to darwin

AccountTECH announces the addition of 1099 electronic tax filing to darwin software.

Blog
November 4, 2021

How much is a recruit worth?

In this installment of our series: the new normal, we are going to look at benchmarks to determine the value a new recruit brings to an office’s bottom line in their first year with the company.

Blog
October 28, 2021

How do they do it? Top 5 closing department tips

In this installment of our series: the new normal, we are going to share highlights from our most recent roundtable.

Blog
October 11, 2021

CMOE forecasts: when will the money run out?

In this installment of our series: the new normal, we are going to explain how to calculate CMOE.