Additional Comments on CDA
Brokerage Engine
6 steps
33 seconds
Add additional comments to CDA
1
Navigate to the distribution section of the Commission Details Page
2
Click "Edit CDA GROUPING"
3
Enter any additional comments to display on CDA in this field
4
Click "Save"
View Comments on CDA
5
Click on the CDA icon next to Brokerage or the Agent
6
At bottom of CDA under payment instructions you will see the additional comments
Additional Comments on CDA
Brokerage Engine
6 steps
33 seconds
Add additional comments to CDA
1
Navigate to the distribution section of the Commission Details Page
2
Click "Edit CDA GROUPING"
3
Enter any additional comments to display on CDA in this field
4
Click "Save"
View Comments on CDA
5
Click on the CDA icon next to Brokerage or the Agent
6
At bottom of CDA under payment instructions you will see the additional comments
