This guide was created with Scribe in
30 seconds.
Sign in and create your own!
Enter Agent Bank information & Set Settlement Preferences
0 step
|
30 seconds
1
of 2
Enter Agent Banking Information
Set default Settlement Preferences for Agent
Enter Agent Banking Information
information ordinal icon
Tip! This is for an agent to be paid Commissions through EFT/ACH. Not for agents paying invoices
1
Click "Active"
Zoom Saved
2
Search for Agent Name
Zoom Saved
3
click this icon on the agent
Zoom Saved
4
Click "Commission Details"
Zoom Saved
5
Click "Add Bank Account"
Zoom Saved
information ordinal icon
Tip! Label is useful as that is what is displayed to identify between two bank accounts on an agent profile
6
Fill out the Information
Zoom Saved
7
Click "Save"
Zoom Saved
8
Click "OK"
Zoom Saved
Set default Settlement Preferences for Agent
9
Click "Edit Prefs"
Zoom Saved
10
Select Check or EFT
Zoom Saved
11
If EFT - Select which bank account to default too
Zoom Saved
12
Click "Save"
Zoom Saved
13
Click "OK"
Zoom Saved
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe