Commissions
Download Commission Summaries
This file will guide you through downloading a commission summary. You must have Office Commission Templates & Agent Templates set up in the system prior to adding your summary. Hover over the Finances menu. Click on Commissions Either search for ...
Mark a Commission Unsuccessful
This file will guide you through marking a Commission Unsuccessful. You must have Office Commission Templates & Agent Templates set up in the system prior to adding your summary. This action cannot be undone once marked unsuccessful. Hover over the ...
Mark a Commission Successful
This file will guide you through marking a Commission Successful. You must have Office Commission Templates & Agent Templates set up in the system prior to adding your summary. This action cannot be undone once marked successful Hover over the ...
Archive a Commission
This file will guide you through archiving a commission summary. You must have Office Commission Templates & Agent Templates set up in the system prior to adding your summary. Hover over the Finances menu. Click on Commissions. Either search for the ...
Edit a Commission
This file will guide you through Editing a Commission Summary. You must have Office Commission Templates & Agent Templates set up in the system prior to adding your summary. Hover over the Finances menu. Click on Commissions. Either search for the ...
Add a Commission Summary
This file will guide you through adding a Commission Summary. You must have Office Commission Templates & Agent Templates set up in the system prior to adding your summary. Hover over the Finances menu. Click on Commissions. Click on the green Add ...
Commissions - Agent Templates
The Agent Templates section is where you need to set up all your consultant's individual Commission Templates. You are able to set up individual templates based on each team member's contractual agreement, or one template for all agents depending on ...
Commission Summaries
The Commission Summaries page is where you can see the entire Agency/Office Commissions as well as add new Commission Summaries. The Summaries include all current, successful, unsuccessful, archived Commissions. As per all our menus in the software ...
Commissions - Office Templates
Prior to using the Commission section you will need to set up your Agency Templates and also your consultant template(s). This file will guide you in setting up your office template/s. Hover over the Finances menu. Click on Commissions. Click on ...