Add/Edit Additional Agents on Pending Transaction
Brokerage Engine
|
12 steps
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35 seconds
1
Navigate to the Edit Transaction Page.
2
Click the "Commission Detail" button.
3
Click "Edit Side"
4
Click the "Add Agent" button.
5
Using the dropdown menu, select Additional Agent(s) to add
6
Enter the % of how they are splitting the deal
7
Click "Flat Amount" if looking to allocate by $ amount instead of %
The total dollar amount between agents has to add up to total Gross Commission
8
Click the "GCI Amount" field.
9
Click "Percentage Amount"
10
Click "Update"
11
Click "OK"
12
Verify new calculations for each agent
If one or more agents don't have any calculations taking place, make sure they have a default commission schedule selected.
