2021-01-25 | RLP UPLOAD INITIALIZATION HOW TO

One Time Initialization Steps:

 

Step 1:  Review Agent Aliases

Open the form:  Setup -> Deals -> Royal LePage Upload Setup

Click on Actions -> Step 1: Review Agent Aliases

• Check to make sure you have an Alias in the first column of the report for each of your agents
• The Alias should be the same as Royal LePage’s Financial Reporting System’s Back Office Number

• If an agent is missing an Alias or it needs to be changed, you can do that by opening their contact form and updating the Alias field.
• You do not need to enter all the leading 0’s that are in the Financial Reporting System Back Office Number. 
• If the Financial Reporting System does not have a Back Office Number for an agent you will need to enter a unique number into the Financial Reporting System and enter the same number into Deal Manager.

Step 2:  Missing Postal Codes

Click on Actions -> Step 2: Missing Postal Codes

• If there are any deals returned on this report you will need to update their postal codes by:
• Opening each Property from the action button at the right end of the Property Address field
• Enter the missing Postal Code, Save & Close  
• Click on Go when you have updated all Postal Codes to check the list is now empty

Step 2b:  Contact Royal LePage’s Financial Reporting System Support

Obtain the following:

• Company Id
• User Name
• Secret

Step 2c:  Contact Deal Manager Support

Contact Support@EnviroMint.com to assist with the remainder of your initialization process.

• Open the form:  Setup -> Deals -> Royal LePage Upload Setup
• Click on Enabled & Save – this can only be done by Support@EnviroMint.com
• Verify the following in the API Settings tab: 
• Audience:                                                         Brookfield Real Estate Services
• Language:                                                        1
• End Point:                                                         https://rlp-frs.rlpnetwork.com/external/api/
• Use this one & not the End Point in the screen shot
• Minimum Commission Processed Date:   Enter the start date for paid out commissions to be uploaded
• Secret Encoding:                                             UTF8
• Page Size:                                                         100

• Enter the following on the Setup tab & Save:  this can be done by the brokerage administrator
• Contact:                                                           the brokerage user that will be managing the upload and completing tasks
• Company Id:                                                    provided by Royal LePage in Step 3
• User Name:                                                     provided by Royal LePage in Step 3
• Secret:                                                             provided by Royal LePage in Step 3

Step 3:  Refresh RLP Agents

Click on Actions -> Step 3: Refresh RLP Agents

• Click on Deal Roles/Ends and select a Trade End & Trade Type from the drop downs for each Deal Role displayed
• Save

Step 3b:  Initialize RLP Data

This action is only ever done once and can only be done by Support@EnviroMint.com

Click on Actions -> Initialize RLP Data

• Based on your Minimum Commission Processed Date on the API Settings tab it will create a list of all deals that will be sent to Royal LePage’s Financial Reporting System.  It does NOT send them yet.
• Click on the History tab to see how many deals were initialized       

Step 4:  Send RLP Upload

Click on Actions -> Send RLP Upload

• It may take a few minutes for this process to finish
• Click on the History tab to see how many deals were updated to Royal LePage’s Financial Reporting System
• It may take 60 minutes or more for your results to appear in Royal LePage’s Financial Reporting System
• Once they appear you can view them here:
• rlpNetwork -> Managing -> Financial Reporting -> Excel Exports ->
• Agent Commission Summary
• Agent Commission Details
• Note:  make sure you run with All Locations

Step 5:  Outstanding RLP Tasks

Click on Actions -> Step 5: Outstanding RLP Tasks

• The Royal LePage reporting system may return problems with your upload that you can find and fix from this report.  There are 3 types:

1. (BRES) Agent not mapped for Brookfield Real Estate Services Financial Reporting System.

• Open up the Agent in the Attached To column and enter the Financial Reporting System’s Back Office Number in the Alias field
• Delete the task in the contact’s Notes & Tasks tab and close the contact

2. (BRES) Postal Code for the Deal address is required for Brookfield Real Estate Services Financial Reporting System.

• Open up the Deal in the Attached To column and enter the Postal Code in the property
• Delete the task in the deal’s Checklist tab and close the deal

3. (BRES) Unhandled Exception: The remote server returned an error: (400) Bad Request./"Trade number D200001 already exists for this company. UserName: testadmin"

• Open up the Deal in the Attached To column
• Delete the task in the deal’s Checklist tab and close the deal
• Note:  You will still need to re-Send RLP Upload for this deal even though you made no change. 
  • There is a timing issue in the Financial Reporting System’s upload that sometimes requires a 2^nd upload when a commission has been voided and re-paid

• Repeat Step 3, 4 & 5 until there are no more tasks on this list