External Referrals
30 steps
|
2 minutes
Add Referral from Commission Detail Page
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 the "Referral" button.
3
Click "+ Add Referral" button
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 update Referral Allocation
10
Click back into the "Referral" button.
11
Click the "Action" button to the right of the referral.
12
Update the agent allocation percentages to the desired amounts.
13
Total percentages should equal 100% between all agents. Then click "Save."
14
Click "OK"
How to Delete a Referral
15
Click "Referral"
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Click the "Action" button.
17
Click "Delete Referral"
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Click "OK"
19
Click "Close"
Referral Added to Transaction page (UCC) after transaction Created
20
Click "EDIT TRANSACTION"
21
Click "Add Referral"
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Select Referral Brokerage from Address Book
23
Enter Referral % or flat amount
24
Click "Save"
25
Click "Save"
26
Click "Commission Detail"
The icon means a referral has been entered from front end after initial transaction creation.
27
Click "Referral"
28
Select the Referral you want to import
29
Click "OK"
30
Click "OK"
