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Go to Deals, and click your deal.
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In the top left corner, click the edit pencil icon.
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In the Disbursement information card, add the details of associated fees with your transaction:
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In the Deal section, click Add Additional Item to add any additional fees to be removed from the transaction value before commissions, such as referral fees, royalties, etc.
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In the Company section, click Add Additional Item to add any applicable company fees, such as marketing fees, lead costs, etc.
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In the final section, the Agent Owner will be shown with their associated commission plan.
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Here you can add any extra income sources of the deal, the amounts including flat fees, the product items, and specific disbursement instructions.
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Note: To change the Agent Owner’s commission structure, you will need to change the commission plan that applies to that agent or use the Override feature in the upper-right side of the deal.
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Enable the disbursements to show on the disbursement instructions by toggling the PDF icon for each.
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Click Save.
You have now added your disbursement instructions to your transaction.
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