Updating Clients' Settlement Details for Deferred Payments with Propelpay is convenient and completed with easy access from portal. Collecting this data is the agencies responsibility to ensure a smooth settlement process, otherwise Realty Assist will be required to chase the vendor for the details. 

Customers can pay their Fund Request (invoice) via several up-front payment methods.

Team members with the required permissions can cancel, or delete, a Fund Request if it hasn't already been paid or deferred by the customer.

An Agency Portal user with the correct permission can void (soft delete) an invoice IF there is no payment (full or partial) has been made towards the invoice yet. In terms of invoice statuses, only those can be deleted that are ‘Awaiting’ or ‘Overdue’.

You can assign multiple permissions to each member, each permission level includes Standard Access automatically. Members without additional permissions assigned can still create fund requests and share access with members of their office.