Fee Management on Transaction | Scribe

    Fee Management on Transaction

    • Brokerage Engine |
    • 38 steps |
    • 2 minutes

      Navigate to Fees

      1
      Navigate to Commission Detail page
      2
      Click here.
      3
      Any fees auto that are allowed to be adjustable from the commission schedule will already appear.
      4
      Click here to commission schedule fee amount
      5
      Click here to confirm update
      6
      Click "OK"

      Add Fee from Fee Bank

      7
      Click "Add Manual Fee"
      8
      From Fee bank dropdown select pre-built fee to add to transaction
      9
      Adjust default amount if needed
      10
      Check if this fee should display on the agent breakdown or the CDA
      11
      Click "Save"
      12
      Click "OK"

      Add Manual (one-off) Fee

      13
      Click here.
      14
      Click "Add Manual Fee"
      15
      Select where to charge Fee
      16
      Select if fee should display on CDA or Agent Breakdown
      17
      Select No liability if this does not need to be paid out to another entity or track as a bill in accounting