Fee Management on Transaction
32 steps
|
5 minutes
Navigate to Fees
1
Navigate to the "Commission Breakdown Details" page.
2
Click "View Fees Detail".
3
Any auto fees that are allowed to be adjustable from the commission schedule will already appear.
4
Click here to adjust the commission schedule fee amount/%.
5
Click the check mark to save the changes.
6
Click "OK"
Add Fee from Fee Bank
7
Click "Add Manual Fee"
8
From the fee bank dropdown select a pre-built fee to add to the 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 a Manual (one-off) Fee
13
Click "View Fees Detail".
14
Click "Add Manual Fee"
15
Select where to charge the fee.
16
Select if the 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.
18
Enter the name of the fee in the "Description" field.
19
Enter the fee amount.
20
Click "Save"
21
Click "OK"
Create Payment to another entity
22
Click "View Fees Detail".
23
Click "Add Manual Fee"
24
Change Disbursement type to Agent or Brokerage (whoever is paying this entity).
25
Select the entity to be paid.
26
Select where to charge this deduction,
27
Enter the name of the decuction on the "Description" field.
28
Enter the deduction amount.
29
Select if this deduction should show on the CDA or Agent Breakdown.
30
Click "Save"
31
Click "OK"
32
Review Fees.
