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External Referrals
Brokerage Engine
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Add Referral from Commission Detail Page
How to Delete a Referral
Referral Added to Transaction page (UCC) after transaction Created
Add Referral from Commission Detail Page
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Tip! If a Referral is added when the transaction is first entered, it will automatically create the Referral
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Navigate to the commission detail page of transaction
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Click "Referral"
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Click here.
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Select Brokerage from address book
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Select if a percentage or flat fee referral
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Enter Referral amount or %
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Click "Save"
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Click "OK"
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Confirm Referral Company in Distributions
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How to Delete a Referral
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Click "Referral"
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Click this button.
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Click here.
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Click "OK"
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Click "Close"
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Referral Added to Transaction page (UCC) after transaction Created
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Click "EDIT TRANSACTION"
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Click "Add Referral"
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Select Referral Brokerage from Address Book
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Enter Referral % or flat amount
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Click "Save"
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Click "Save"
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Click "Commission Detail"
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Alert! The icon means a referral has been entered from frontend after initial transaction creation.
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Click "Referral"
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Select the Referral you want to import
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Click "OK"
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Click "OK"
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