Video Tutorials
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DPN Division Office
6830 W.Oquendo
Road Suite 200
Las Vegas, NV 89118 US
6830 W.Oquendo
Road Suite 200
Las Vegas, NV 89118 US
Phone: 1.702.873.3282
Toll Free: 1.800.955.3282
Fax: 1.702.873.4878
Toll Free: 1.800.955.3282
Fax: 1.702.873.4878
DPN SUPPORT DOCUMENTATION
| VIDEO TUTORIALS | TIP SHEETS | RELEASE NOTES | USER MANUALS | SOFTWARE UPDATES |
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Accounts Payable |
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| AP-1: New 2011 Guidelines for Vendor Names on 1099 Tax Forms | ||
| Based upon the Internal Revenue Service General Instructions for Certain Information Returns (2011), Section J - Recipient Names and Taxpayer Identification Numbers (TINs) - specific instructions have now been provided as to how to reflect recipient names on the 1099 Tax form for Sole Proprietors, Limited Liability Company (LLC) for single member, and Limited Liability Company (LLC) for a corporation or partnership. | ||
| General Ledger | ||
| GL-1: Setting Up a New Company | ||
| This tip sheet provides instruction for adding a new company to an existing DPN system by taking the experienced DPN user through the necessary steps in the order in which they must be completed. When applicable, the tip sheet guides the user to copy from an existing company to eliminate the need to manually replicate the tables for the new company. Helpful hints are included with respect to numbering companies, departmentalization, and understanding the process of loading agents for a new real estate company. | ||
| GL-2: Setting up Intercompany Posting | ||
| This tip sheet provides instruction to turn on the option to post intercompany and set up your intercompany general ledger account numbers within each company. Once turned on and set up, bills can be paid in one company and expensed to another - the intercompany effect between companies will automatically be posted. Intercompany posting is available for journal entries, recurring journal entries, accounts payable, and recurring accounts payable across companies. | ||
| Real Estate | ||
| RE-1: Processing Miscellaneous Payments to Agents as credits on their Agent Bill | ||
| This tip sheet can help if you regularly allow agents who receive payments for items such as BPO's or Home Warranties to apply these payments to their agent bill rather than receiving a check. Often the process of recording the receipt of these miscellaneous cash receipts, posting them as earnings to the agent, and then transferring the "pay" to the agent's billing account can become quite time-consuming. This tip sheet may help streamline the process for you. | ||
| RE-2: Tracking Foreign Languages Agents Speak | ||
| This tip sheet provides instruction for tracking languages that your agents speak. This is useful when matching agents to prospective relocation or referral clients - and may also be required in some data bridge transmissions for franchise companies. | ||
| RE-3: Seller-Buyer Address Tracking | ||
| Seller-Buyer Address Tracking identifies and tracks seller and buyer "types" such as Owner/Occupant, Investor, Bank Owned, Builder/Developer, Vacation/Second Home, Landlord, or Tenant and designates whether the seller or buyer's address should automatically be updated when the sale is closed. | ||
| RE-4: Agent Team Functionality | ||
| Provides a quick reference of team functionality within DPN including commission calculation options as well as reporting options. | ||
| RE-5: Financial Production Analysis | ||
| Provides the ability to capture and store certain key business indicator statistics used to evaluate branch office financial profitability and production. | ||
| RE-6: Interfacing Real Estate Production Statistics to the General Ledger | ||
| If you need to report statistical information to a parent company or if you want to include informational fields on your financial statements, non-financial general ledger accounts can be set up to maintain this information. | ||
| RE-7: Real Estate Label Options | ||
| There are four standard label programs within DPN that can be used to prepare mailing labels or file folder labels with your sales contract information. This tip sheet provides descriptions and printing instructions for all four programs. | ||
| RE-8: Contract Import Error Message Help | ||
| If your company uses the DPN Contract Importer, this tip sheet provides helpful information on the error messages to identify and correct the errors. | ||
| RE-9: New 2011 Guidelines for Agent Names on 1099 Tax Forms | ||
| Based upon the Internal Revenue Service General Instructions for Certain Information Returns (2011), Section J - Recipient Names and Taxpayer Identification Numbers (TINs) - specific instructions have now been provided as to how to reflect recipient names on the 1099 Tax form for Sole Proprietors, Limited Liability Company (LLC) for single member, and Limited Liability Company (LLC) for a corporation or partnership. | ||
| RE-10: Emailing Agent Statements | ||
| The ability to email agent statements is now available within DPN if you are using REBS Desktop (Graphical User Interface to access DPN). This tip sheet provides set up and processing instructions. | ||
| RE-11: Custom Fields on Sales | ||
| An option is available in DPN to create Supplemental Information on Sales. Examples of possible uses are: tracking REO, Foreclosures, or Short Sales (where the source of business isn't viable), or if the company has a policy of having the sale information reviewed, the broker who reviewed the file can be entered. This tip sheet provides instruction for setting up and capturing this information. | ||
| RE-12: Importing Agent Email Addresses | ||
| In order to use the new option to email agent statements from DPN (Tip Sheet RE-10: Emailing Agent Statements), you will need to have the agent’s email address stored in DPN. This tip sheet provides you with instructions on how to set up and import the agent email addresses from an Excel file. | ||
| REBS Desktop | ||
| REBS Desktop-1: Getting Started on REBS Desktop | ||
| Valuable guide to navigating the GUI access to DPN. | ||
| Databridges | ||
| CREST: | ||
| CREST-1: Agents-Managers-Employees | ||
| Understanding managing personnel within DPN for appropriate transmission to CREST. | ||
| CREST-2: KEY Positions & Sales Positions | ||
| Understanding position designations within CREST and setting up DPN Position Codes to accommodate. | ||
| CREST-3: Combining Duplicate Agents | ||
| Understanding what happens if an agent exists more than once in DPN and appropriately transmitting to CREST. | ||
| CREST-4: Accommodating Agent Nicknames | ||
| Transmitting names other than the DPN agent name for websites. | ||
| CREST-5: Workflow from DPN to CREST Data Bridge (With MLS Download) | ||
| Valuable information to understand the impact of a download on the CREST Data Bridge. | ||
| CREST-6: Transmitting Other Income to CREST | ||
| Special rules apply when transmitting "other income" to CREST. This tip sheet will help you understand how DPN identifies the qualifying transactions. | ||
| PREA: | ||
| Prudential-1: Agents-Managers-Employees (Roster Syncing) | ||
| Provides a quick cross reference between DPN agent types and statuses to PREA types and statuses for the new Roster Syncing to be released soon. | ||
eREBS
- eREBS-1: Troubleshooting Inability to use "Save As" Option on PDF
- If you have experienced errors when trying to use the "Save As" option on a PDF created in eREBS, this tip sheet will provide instructions on how to correct those errors.
- eREBS-2: Published Reports
- This Tip Sheet will help you expand your eREBS Reporting through the use of the Published Reports option. If you already utilize this valuable feature, learn how security can now be setup at the group level.
IT
- IT-1: Windows Drive-letter Mapping for DPN Directory Access
- IT-2: Secure CommNet Installation
- IT-3: Printer Setup Instructions
SQL
Financial Analyst
- Financial Analyst-1: Troubleshooting Financial Analyst Syncing
- Financial Analyst-2: Financial Analyst Getting Started Tips
- This tip sheet is intended as a reference guide for common procedures such as checking and/or running the Financial Analyst Scheduler.
| DPN to brokerWOLF | ||
| DPN to brokerWOLF-1: Pre‐Migration Data Review of Vendors | ||
| The transition from DPN to brokerWOLF provides the opportunity to start fresh with some files, such as the DPN Vendor File. Whether you are migrating the DPN Vendor File or importing it into brokerWOLF from an Excel file, it may be a good idea to use this opportunity to review your existing vendors and setup only valid active vendors in brokerWOLF. This tip sheet will assist you with this process. | ||
| DPN to brokerWOLF-2: Setting up Check and Deposit Slip Formats | ||
| This tip sheet provides brokerWOLF setup instructions that will allow you to use your DPN existing blank check stock. | ||
| DPN to brokerWOLF-3: Introduction to Transitioning from DPN to brokerWOLF | ||
| The transition from DPN to brokerWOLF brings with it some differences in terminology across the systems. This tip sheet is designed to provide some quick reference points to assist you during the initial transition period. | ||
| DPN to brokerWOLF-4: Network Requirements | ||
| DPN to brokerWOLF-5: Hardware Requirements | ||
| DPN to brokerWOLF-6: Quick Guide to Inquiry and Report Equivalents | ||
| As you transition from DPN to brokerWOLF, this guide will provide helpful inquiry and reporting equivalents across the systems. | ||
| DPN to brokerWOLF-7: Tips for Prudential Companies | ||
| As you transition from DPN to brokerWOLF, consideration needs to be taken in terms of confirming accurate settings and use of dates that govern the PREA transmission. This tip sheet will assist you with this process. | ||
| DPN to brokerWOLF-8: Benefits At A Glance | ||
| As we move forward with the transition from DPN to the brokerWOLF platform, one valid and frequent concern is what the new system will bring to the long-standing DPN client. This tip sheet is designed to provide some of the brokerWOLF benefits at a glance. | ||
| DPN to brokerWOLF-9: Data Migration Cut-Off Date Analysis | ||
| As part of the transition from DPN to the brokerWOLF platform, up to seven years of DPN data can be migrated into the new system for you. This tip sheet is designed to help you determine how much data your company would like to migrate. | ||
| DPN to brokerWOLF-10: High Level Preparation for Data Migration | ||
| As we move forward with the transition from DPN to the brokerWOLF platform, there are a few things you can do to help prepare for the migration of your data. This tip sheet is designed to provide you tips for preparing your data for a smooth migration. | ||
| DPN to brokerWOLF-11: Exporting Vendors for Import in lieu of Migrating Vendor Information | ||
| If you are not migrating DPN data, you still have the option of importing your vendors into brokerWOLF. This tip sheet will guide you through the steps to facilitate this import. | ||
| DPN to brokerWOLF-12: Exporting Agents for Import in lieu of Migrating Agent Information | ||
| If you are not migrating DPN data, you still have the option of importing your active DPN agents into brokerWOLF. This tip sheet will guide you through the steps to facilitate this import. | ||
| DPN to brokerWOLF-13: Vendor Name & 1099 Data Migration | ||
| In order to ensure a smooth transition from DPN to brokerWOLF, we recommend reviewing your DPN vendors to make sure they conform to the migration rules. This tip sheet will provide information explaining how the vendors will be migrated into brokerWOLF as well as explain the information you need to look for when reviewing your vendors. | ||
| DPN to brokerWOLF-14: Agent Data Migration | ||
| In order to ensure a smooth transition from DPN to brokerWOLF, we recommend reviewing your DPN agents to make sure they conform to the migration rules. This tip sheet will provide information explaining how the agents will be migrated into brokerWOLF as well as explain the information you need to look for when reviewing your agents. | ||
| DPN to brokerWOLF-15: Voiding Checks Originally Issued on DPN | ||
| This tip sheet explains how to correctly void or reissue checks originally written on the DPN system. | ||
| DPN to brokerWOLF-16: Closed Cash Commission Error Report | ||
| IMPORTANT NOTE: This Tip Sheet is only applicable if you have received the Closed Cash-Commission Error Report from your DPN migration coordinator. As you prepare to transition from DPN to brokerWOLF, closed sales are validated to confirm the Cash Received balances to the information shown on the closed sale. This tip sheet will assist you with this process. | ||
| DPN to brokerWOLF-17: Initial Data Pull-Training-Final Data Migration | ||
| This Tip Sheet will serve as your guide during the actual migration process. Once the DPN Division has completed Pre-migration Data Analysis, Test Migration, and Preliminary Tie Out of DPN to brokerWOLF Migration Results your brokerWOLF software will need to be licensed and installed (or setup on hosting) to receive the migrated data. | ||
| DPN to brokerWOLF-18: DPN Journal to brokerWOLF Source Cross Reference | ||
| Just as the DPN Journal Codes provide an audit trail within your general ledger, Source Codes in brokerWOLF serve the same purpose. Since DPN Journal Codes are user defined, each client's cross reference may vary slightly. This tip sheet will act as a guide to help identify the brokerWOLF Source. | ||
| DPN to brokerWOLF-19: Preparation for Data Migration by Reviewing Agent Receivable Processing | ||
| This tip sheet details the migration of your DPN Charge Code to brokerWOLF Chargeable Item Codes. Some differences between the systems can easily be compensated for through pro-active evaluation prior to the data migration. | ||
| DPN to brokerWOLF-20: Preparation for Data Migration by Reviewing Agent Adjustment Procedures | ||
| During the pre-migration data analysis process, your closed DPN sales will be evaluated carefully to insure an 'in balance' situation exists prior to migration. A common challenge has been identified on the Cash Received values of closed sales that have been adjusted. Some agent adjustments while appropriately affecting the agent values do not adjust the Cash Received value on the sale. Learn more by reading this tip sheet and assess your agent adjustment procedures. | ||
| DPN to brokerWOLF-21: Preparation for Data Migration by Reviewing Your Balance Sheet Accounts | ||
| The brokerWOLF platform will continue to allow the departmentalization of your balance sheet accounts - and all general ledger detail for the selected migration time period will be brought over to the new platform for you. This tip sheet addresses old 'temporary accounts' used for loading beginning balances - where the main general ledger balance sheet account is not departmentalized but a few sub-account extensions apply to the main account. Review this tip sheet for detailed instructions on reviewing and adjusting your data prior to migration. | ||
2012 Update Release Notes
2011 Update Release Notes
| 1099 & W2 Year End Documentation | |
| 1099 Documentation | |
| Important 1099 Processing Information | 76 KB |
| 1099 Checklist | 68 KB |
| Accounts Payable 1099 Reporting | 1,761 KB |
| Real Estate Agent 1099 Reporting | 1,947 KB |
| Broker-Held Escrow 1099 & 1099-S Reporting | 1,783 KB |
| California Companies - Co-Broker 1099 Reporting | 506 KB |
| Subsidiary Ledger 1098 Interest Reporting | 203 KB |
| Property Management 1099 Reporting | 2,138 KB |
| Insurance Receivables 1099 Reporting | 59 KB |
| 1099 Processing / Form Printing / Electronic Reporting | 4,176 KB |
| IRS Tax Identification Number Matching | 1,192 KB |
| Prior Fiscal Period Adjustments | 43 KB |
| Payroll W2 Documentation | |
| Important W2 Processing Information | 56 KB |
| W2 Checklist | 51 KB |
| Payroll Year-end & W2 Processing / Form Printing / Electronic Reporting | 4,519 KB |
| REBS Desktop Training Guide | |
| Training Guide | 6MB |
| Click on the file to be viewed or printed and select. Files may be downloaded to your PC; however, due to the size of certain files, downloading may take awhile. Right click the file you would like and choose "Save As.." or "Save Target As.." to download. | |
| Financial Analyst Reporting | |
| Financial Analyst Reporting | 26,078 KB |
| PREA Databridge | |
| PREA Overview | 1MB |
| PREA File Maintenance | 1MB |
| PREA Transmission | 3MB |
| PREA Roster Synchronization | 3MB |
| Other | 1MB |
| Click on the file to be viewed or printed. Files may be downloaded to your PC; however, due to the size of certain files, downloading may take awhile. Right click the file you would like and choose 'Save As...' or 'Save Target As...' to download. | |
The documentation files require either PowerPoint or Adobe Reader to view. The program required is indicated next to each file.
If you do not have PowerPoint installed, you can download the PowerPoint Viewer for free by clicking here.
If you do not have Adobe Reader installed, you can download it for free by clicking here.
| 2011 Updates | ||
| Quarter 3 Update | 1 MB | |
| 2010 Updates | ||
| Quarter 4 Year-End Update | 1 MB | |
| Quarter 2 Update | 7 MB | |
| Quarter 2 Update - REBSDesktop | 1 MB | |