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Add a Person for Disbursement
Following steps are where to add a person to be available for payout on a transaction who is not already an agent in system. Commonly used to add assistants, transaction coordinators, or general admin
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Add a Person for Disbursement
Verify Person is available for disbursement
Add a Person for Disbursement
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Click "Commission"
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Click "Disbursement Agents"
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Click "New Agent"
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Add the persons full name phone number and email are optional
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Click "Save"
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Click "OK"
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Verify Person is available for disbursement
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Click "Commission Schedules"
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Click "Commission Schedule Library"
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Click "Fee Bank"
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Click "Add Fee"
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Change disbursement type to agent
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Search for persons name in liability agent field
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