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
- On the Manage Commissions page, go to the “Fees and Deductions” step.
- 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.
- Click the “in-house” option.
- Type in the dollar amount to be paid out.
- 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.
- Click [Calculate and Continue] to complete the rest of the CDA process.
How to Disburse Payments Using In-house Deductions From Your Brokerage
- On the Manage Commissions page, go to the “Fees and Deductions” step.
- 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.
- Click the “in-house” option.
- Type in the dollar amount to be paid out.
- 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.
- Click [Calculate and Continue] to complete the rest of the CDA process.