External Referrals
- Brokerage Engine |
- 25 steps |
- 2 minutes
Add Referral from Commission Detail Page
Tip!
If a Referral is added when the transaction is first entered, it will automatically create the Referral
1
Navigate to the commission detail page of transaction
2
Click "Referral"
3
Click here.
4
Select Brokerage from address book
5
Select if a percentage or flat fee referral
6
Enter Referral amount or %
7
Click "Save"
8
Click "OK"
9
Confirm Referral Company in Distributions
How to Delete a Referral
10
Click "Referral"
11
Click this button.
12
Click here.
13
Click "OK"
14
Click "Close"
Referral Added to Transaction page (UCC) after transaction Created
15
Click "EDIT TRANSACTION"
16
Click "Add Referral"
