Enter Agent Bank information & Set Settlement Preferences | Scribe

    Enter Agent Bank information & Set Settlement Preferences

    • 0 step |
    • 30 seconds

      Enter Agent Banking Information

      Tip! This is for an agent to be paid Commissions through EFT/ACH. Not for agents paying invoices
      Click "Active"
      Search for Agent Name
      click this icon on the agent
      Click "Commission Details"
      Click "Add Bank Account"
      Tip! Label is useful as that is what is displayed to identify between two bank accounts on an agent profile
      Fill out the Information
      Click "Save"
      Click "OK"

      Set default Settlement Preferences for Agent

      Click "Edit Prefs"
      Select Check or EFT
      If EFT - Select which bank account to default too
      Click "Save"
      Click "OK"
      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe