Commission Notes are a great way to keep track of details that are pertinent to an agent’s commission splits.
Access and Edit Commission Notes
1. Click [ADMIN/SETTINGS] to navigate to the Admin page.
2. Click [MANAGE USERS].
3. Select an agent to enter commission notes for.
4. On the user’s profile, scroll down to the “Commission Notes” field. In this field you can input any details that are pertinent to an agent’s commission plan. Some examples of using commission notes are to track complex commission splits for agents, charitable contributions, recurring fees, complex splits, moving from one split to another at a specific company dollar or benchmark, of if you want to know when an agent caps.
5. Click [UPDATE USER] to complete the process.
When generating a CDA for a transaction that that agent is a part of, commission notes entered will be visible to the right. Details that are pertinent to the commissions will be visible.