Transaction Plan by AccounTech

First, what is TransactionPlan?

• TransactionPlan is the agent-facing reporting module of Darwin (our internal accounting software)

• TransactionPlan allows agents to have access to data regarding production, billing statements and commission breakdowns per property

Watch below for a quick 4 minute video overview of transaction plan and how you can setup your account, access reports and setup your agent billing and direct deposit.

1. Logging for the first time in to TransactionPlan

• Once you have your log-in credentials go to: https://darwin.transactionplan.com/TP/Login.aspx

• Your username is typically the first letter of your first name +  your last name

  • • i.e Steven Rovithis would be srovithis

    • If that was not available, we will notify you what your username is (typically we went with srovithis1)

• Your initial default password is Welcome123!

• You will be asked to change your password the first time you login

• If you have any questions or have trouble logging in, please don't hesitate to reach out to support@rovithisrealty.com. 

Once logged in, click on Reports, then ALL to access our reports.  This is the only section of transaction plan we will be using 

2. Credit Card and ACH Setup

• Enter all Agent information at the top of the pop-up box

• Enter Credit Card information, Agent's name must appear EXACTLY as the name appears on the credit card

• Enter Bank/ACH information, Agent's name must appear EXACTLY as it appears on the bank account

• click Save

• You should be able to check if you successfully set-up your Card and ACH on the status column in the Agent Payments tab

Please note that Transaction Plan has numerous other features under the Tools Tab, but the only one we are utilizing is Agent Payments.