Add a Person for Disbursement
12 steps
39 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 and email fields are optional.
5
Click Save.
6
Click "OK"
Verify Person is Available for Disbursement
7
Click the "Commission Schedules" option.
8
Click "Commission Schedule Library"
9
Click "Fee Bank"
10
Click "Add Fee"
11
Using the dropdown menu, change disbursement type to Agent.
12
Search for person's name in liability agent field
Add a Person for Disbursement
12 steps
39 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 and email fields are optional.
5
Click Save.
6
Click "OK"
Verify Person is Available for Disbursement
7
Click the "Commission Schedules" option.
8
Click "Commission Schedule Library"
9
Click "Fee Bank"
10
Click "Add Fee"
11
Using the dropdown menu, change disbursement type to Agent.
12
Search for person's name in liability agent field
