Guide to Your Admin Dashboard

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Your Earnnest dashboard is designed to provide a comprehensive view of your organization's real estate payments. Let's delve into the key features that make your Earnnest dashboard a powerful tool for tracking, organizing, and enhancing your payment processes.

What's New

Add + Manage Admins

Add an admin to join your organization's dashboard. All admins will have the following permissions: adding escrow accounts, adding and removing admins, and adding and removing email notifications.

Adjust Notification Preferences + Branding

Easily oversee and adjust organizational preferences within the Settings section. Select admin to receive notifications when a payment is requested, collected, or completed. Manage your payment portal URL and personalize your branding elements. While branding is optional, it's recommended for enhancing recognition among payers.

Cancel a Request with Ease

If you've made an error on your payment request, you now have the option to cancel it. This action will deactivate the payment link or payment request, preventing the payer from proceeding with the transaction. If you do not see the Cancel Request button, the payer has already begun completing the transaction. For more information please contact [email protected].

Switch Your Transactions View

Efficiently track payments with flexibility using both List View and Kanban View options. Dive into detailed transaction insights to gain a comprehensive understanding of each real estate payment.

Advanced Payment Features

Your dashboard serves as your comprehensive platform for managing all your real estate transactions. Within this platform, you have access to a variety of additional features carefully crafted to enhance your toolkit. While some of these features are readily available, others are accessible upon request. For further details on these additional offerings, please reach out to [email protected].

Send Payment: Disburse payment from your organization (agent commissions, referral fees, reimbursements, etc.)

Refunds: Manage refunds effortlessly within the dashboard, ensuring a smooth resolution for any unexpected situations.

Gated Payments: Implement gated payments for added security and control over your transactions.

Resend Request: Conveniently resend payment requests, ensuring timely and efficient communication with your clients.

Resend Receipts: Resend receipts when needed, keeping your clients informed and satisfied.

Earnnest product on laptop computer showing the paid screen.
Get started with Earnnest

Ready to digitize your real estate payments?

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