Disburse Payments to Agents’ Assistants and Teammates Using In-House Deductions

SUMMARY
Use in-house deductions to make a payment from a transaction’s agent (or from your brokerage) to any other agent, assistant, or transaction coordinator in your company.

As of 4/2/17, the "Generate CDA" option has been renamed to Manage/Update Commissions

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Before you can start using in-house deductions, you'll need to set up deduction types for your office. Learn how to set up deduction types here →

How to Disburse Payments Using In-house Deductions From an Agent

  1. On the Manage Commissions page, go to the “Fees and Deductions” step.
  2. Select the "Enter deductions for this agent" option from the drop-down list. Select the desired deduction type and a new field will appear for this deduction.
  3. Click the “in-house” option.
  4. Type in the dollar amount to be paid out.
  5. Begin to type the user’s name in the “in-house agent” field. Once their full name appears in the search results, click that name.
  6. Click [Calculate and Continue] to complete the rest of the CDA process.

How to Disburse Payments Using In-house Deductions From Your Brokerage

  1. On the Manage Commissions page, go to the “Fees and Deductions” step.
  2. Select the "Enter deductions for this Brokerage" option from the drop-down list. Select the desired deduction type and a new field will appear for this deduction.
  3. Click the “in-house” option.
  4. Type in the dollar amount to be paid out.
  5. Begin to type the user’s name in the “in-house agent” field. Once their full name appears in the search results, click that name.
  6. Click [Calculate and Continue] to complete the rest of the CDA process.