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Distributions Section
Brokerage Engine
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Edit Disbursement Settings for each entity
Generated Documents
Change CDA Grouping
Edit Disbursement Settings for each entity
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Navigate to Distribution section on Commission Detail Page
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Any entity being paid from this transaction will appear in this section
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Click here to edit how this entity is to be paid
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Select if being paid at title (at the table) or from the Brokerage
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If from Brokerage, select if being paid by check or EFT/ACH
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Click "Save"
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Click "OK"
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Generated Documents
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Click here to view the agent breakdown for agent
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Click here to view the Commission Disbursement Authorization (CDA)
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Click here to email any of the documents from the system
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Any entity with an email in system will be available as a selectable email to quickly add
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Can Cc: any additional emails to receive the documents
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Select which document or documents you want to attach.
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Change CDA Grouping
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Click "Edit CDA GROUPING"
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Select the option to combine everything into one CDA or select the option to generate a separate CDA for each agent
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Click "OK"
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Click "OK"
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