Fee Management on Transaction

Navigate to Commission Detail page

Click here.

Any fees auto that are allowed to be adjustable from the commission schedule will already appear.

Click here to commission schedule fee amount

Click here to confirm update

Click "OK"

Click "Add Manual Fee"

From Fee bank dropdown select pre-built fee to add to transaction

Adjust default amount if needed

Check if this fee should display on the agent breakdown or the CDA

Click "Save"

Click "OK"

Click here.

Click "Add Manual Fee"

Select where to charge Fee

Select if fee should display on CDA or Agent Breakdown

Select No liability if this does not need to be paid out to another entity or track as a bill in accounting

Enter name of Fee

Select if this should affect the agents accumulation towards Tier advancement

Select if this fee recovery needs to track to a different account than the system default settings

Enter Fee amount

Click "Save"

Click "OK"

Click "Close"

Click here.

Click "Add Manual Fee"

Change Disbursement type to Agent or Brokerage (whoever is paying this entity)

Select the payable account to track too

Select the entity to be paid

Select where to charge this deduction

Enter the deduction description

Select if this deduction should affect the agents accumulation towards tier advancement

Enter Deduction amount

Select if this deduction should show on CDA or agent breakdown

Click "Save"

Click "OK"

Review Fees

Click "Close"