Disburse payments to agents’ assistants and teammates using in-house deductions

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.

Note: 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 Generate CDA page, go to the “Fees and Deductions” step. 

2. Click 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 generation process.

How to disburse payments using in-house deductions from your brokerage

1. On the Generate CDA page, go to the “Fees and Deductions” step. 

2. Click 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 generation process.