Distributions Section
20 steps
2 minutes
Edit Disbursement Settings for each entity
1
Navigate to the Distribution section on the commission detail page.
2
Any entity being paid from this transaction will appear in this section.
3
Click "Edit Settlement Instructions" to edit how this entity is to be paid.
4
Select if being paid at title (at the table) or from the Brokerage.
5
If settled at "From Brokerage", select if being paid by paper check or EFT/ACH.
6
Click "Save"
7
Click "OK"
Generated Documents
8
Click "View Agent Breakdown" for agent.
9
Click "View Disbursement Authorization" to view the CDA.
10
Click "Send Email" to email any of the documents from the system.
11
Any entity with an email in system will be available as a selectable email to quickly add.
12
You can Cc any additional emails to receive the documents.
13
Select which document or documents you want to attach.
14
Click "Send"
Change CDA Grouping
15
Click "Edit CDA GROUPING"
16
Select the option to combine everything into one CDA or select the option to generate a separate CDA for each agent.
17
Click "Save"
18
Click "OK"
19
Click "CDA Agent Approval"
20
This will pop up "Agent Approval Tasks" you can send out to the agents, if needed.
Distributions Section
20 steps
2 minutes
Edit Disbursement Settings for each entity
1
Navigate to the Distribution section on the commission detail page.
2
Any entity being paid from this transaction will appear in this section.
3
Click "Edit Settlement Instructions" to edit how this entity is to be paid.
4
Select if being paid at title (at the table) or from the Brokerage.
5
If settled at "From Brokerage", select if being paid by paper check or EFT/ACH.
6
Click "Save"
7
Click "OK"
Generated Documents
8
Click "View Agent Breakdown" for agent.
9
Click "View Disbursement Authorization" to view the CDA.
10
Click "Send Email" to email any of the documents from the system.
11
Any entity with an email in system will be available as a selectable email to quickly add.
12
You can Cc any additional emails to receive the documents.
13
Select which document or documents you want to attach.
14
Click "Send"
Change CDA Grouping
15
Click "Edit CDA GROUPING"
16
Select the option to combine everything into one CDA or select the option to generate a separate CDA for each agent.
17
Click "Save"
18
Click "OK"
19
Click "CDA Agent Approval"
20
This will pop up "Agent Approval Tasks" you can send out to the agents, if needed.
