Add a Person for Disbursement
13 steps
41 seconds
Add a Person for Disbursement
1
Click the "Commission" option under the "Transactions" tab.
2
Click "Disbursement Agents"
3
Click the "New Agent" button.
4
Add the Agent's full name. The phone number field is optional.
5
The Email Address field is required.
6
Click Save.
7
Click "OK"
Verify Person is Available for Disbursement
8
Click the "Commission Schedules" option.
9
Click "Commission Schedule Library"
10
Click "Fee Bank"
11
Click "Add Fee"
12
Using the dropdown menu, change disbursement type to Agent.
13
Search for person's name in liability agent field
Add a Person for Disbursement
13 steps
41 seconds
Add a Person for Disbursement
1
Click the "Commission" option under the "Transactions" tab.
2
Click "Disbursement Agents"
3
Click the "New Agent" button.
4
Add the Agent's full name. The phone number field is optional.
5
The Email Address field is required.
6
Click Save.
7
Click "OK"
Verify Person is Available for Disbursement
8
Click the "Commission Schedules" option.
9
Click "Commission Schedule Library"
10
Click "Fee Bank"
11
Click "Add Fee"
12
Using the dropdown menu, change disbursement type to Agent.
13
Search for person's name in liability agent field
