External Referrals

    • Brokerage Engine |
    • 0 step |
    • 2 minutes

      Add Referral from Commission Detail Page

      Tip! If a Referral is added when the transaction is first entered, it will automatically create the Referral
      Navigate to the commission detail page of transaction
      Click "Referral"
      Click here.
      Select Brokerage from address book
      Select if a percentage or flat fee referral
      Enter Referral amount or %
      Click "Save"
      Click "OK"
      Confirm Referral Company in Distributions

      How to Delete a Referral

      Click "Referral"
      Click this button.
      Click here.
      Click "OK"
      Click "Close"

      Referral Added to Transaction page (UCC) after transaction Created

      Click "EDIT TRANSACTION"
      Click "Add Referral"
      Select Referral Brokerage from Address Book
      Enter Referral % or flat amount
      Click "Save"
      Click "Save"
      Click "Commission Detail"
      Alert! The icon means a referral has been entered from frontend after initial transaction creation.
      Click "Referral"
      Select the Referral you want to import
      Click "OK"
      Click "OK"
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