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Enter Agent Bank information & Set Settlement Preferences
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Enter Agent Banking Information
Set default Settlement Preferences for Agent
Enter Agent Banking Information
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Tip! This is for an agent to be paid Commissions through EFT/ACH. Not for agents paying invoices
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Click "Active"
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Search for Agent Name
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click this icon on the agent
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Click "Commission Details"
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Click "Add Bank Account"
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Tip! Label is useful as that is what is displayed to identify between two bank accounts on an agent profile
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Fill out the Information
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Click "Save"
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Click "OK"
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Set default Settlement Preferences for Agent
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Click "Edit Prefs"
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Select Check or EFT
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If EFT - Select which bank account to default too
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Click "Save"
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Click "OK"
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