Articles
Commission Notes
Some of an agent's plan won't fit in a percentage field. Commission Notes hold the rest, and show up right where you enter commissions.
Introduction
An agent's arrangement rarely fits in one percentage. There's a flat fee on referrals, a mentor...
Commission Percent
Set an agent's share once and Pipeline fills it in every time you enter commissions on one of their transactions.
Introduction
Most agents in an office are on the same split most of the time. Typing that number in again on every transaction is ...
Plan Start Dates
An agent's start date is the anniversary their commission year turns over on, and the date Pipeline resets their year-to-date figures from.
Introduction
An agent who joined in June shouldn't spend half a year paying toward a cap that resets in ...
Split Thresholds
Agents who move up a tier after generating enough for the brokerage get tracked automatically, and Pipeline warns you on the transaction that takes them over.
Introduction
An agent caps, nobody notices, and the check goes out at the old split. ...
CDA Generation
The Commission Disbursement Authorization tells your closing agent how the commission should be split — and Pipeline builds it from the numbers you enter on the transaction.
Introduction
Somewhere between your office and the closing table, some...
CDA Lock
Generating a CDA locks the numbers behind it, so the transaction and the disbursement document can never quietly disagree.
Introduction
An agent goes to fix the sale price on a transaction and can't. The field is still there, it just doesn't ta...
Payables
Payables is the part of the CDA that says who gets paid what — one line per party, written in the names your closing agent should make the checks out to.
Introduction
Most trouble with a disbursement isn't arithmetic. The math comes out right a...
Unreviewed CDAs
Every CDA you generate lands in its own section of the Unreviewed page and stays there until an admin marks it Reviewed.
Introduction
A CDA is a document, and in Pipeline every document that lands on a transaction has to be looked at by an admi...
Agent Commissions Report
The office's view of one agent's commissions, with the sales volume and commission figures for whatever period you ask for.
Introduction
An agent asks what they've earned this year, and the answer has to come from the office rather than from th...
Agent Contribution
See what each agent has contributed to the brokerage this period, and how far they still have to go before their next commission split.
Introduction
Two questions tend to arrive together. What has each agent brought the brokerage this year, and...
Agent Income
One agent, every number. The Agent Income report takes a single agent's transactions from gross commission down to net payable, line by line.
Introduction
An agent questions the amount on a check, or your accountant needs a figure per person be...
Agent Production
Every agent on one page: pending and closed units, sales volume, fees, deductions, and commission, all in a single download.
Introduction
Two questions come around every year: what did each agent earn, and who's actually producing. Both want th...
Agent Units
Units are how Pipeline counts sides. The Agent Units report shows how many each agent earned and which transactions they came from.
Introduction
Two agents each closed six deals this year, and one of them handled both sides on half of hers. Cou...
Aggregate Performance
The whole company in one file: how many deals closed, how much came in, how much went out to agents, and who your top producers were.
Introduction
Somebody asks how the company did last year. Not one agent and not one deal, but the whole thing,...
Commission & Closings
The closed-business record — every closed transaction in your period, with the commission and fees your company collected and what it paid back out.
Introduction
Year-end arrives and your accountant doesn't want a total. They want the closings ...
Commission Summary (Commission Module)
Read your brokerage's money at a glance: on the Commission Module, the Commission Summary carries sales volume, gross, referral, broker, agent, and fee totals beside the pending and closed counts.
Introduction
A month closes with deals in it, y...
Comparative Production (Commission Module)
Comparative Production lines the same month up across years, and on the Commission Module it adds a Sales Units section and counts only the closed transactions you've entered commissions on.
Introduction
Comparative Production answers the quest...
Lead Sources Report
Find out which lead sources actually produce. Closings, commission, and sales volume are broken out by where the business came from.
Introduction
You're paying for portal leads, a referral network, and a sign rider, and sooner or later somebody...
Listing Inventory Report (Commission Module)
Your listing side doesn't wait on a CDA: the Listing Inventory Report counts every qualifying listing whether or not you've entered commissions.
Introduction
The Listing Inventory Report totals your listing-side inventory for the periods you pi...
My Commissions Report
Agents can pull their own commission figures without asking anyone. It sits in your personal profile, labeled Your Commissions.
Introduction
You closed four deals this quarter and you'd like to know where that leaves you, without emailing the o...
Pending Commissions
Look forward instead of back. Pending Commissions lists the commission figures on deals that are under contract but haven't closed yet.
Introduction
Halfway through a month, what matters isn't what closed. It's what's coming: which deals are un...
Pending Inventory Report (Commission Module)
Forecast the whole pipeline, not just the part you've done the paperwork on: the Pending Inventory Report totals sales volume and commissions on every pending transaction that carries a close date.
Introduction
A good part of what your office b...
Manage Commissions Workspace
Manage Commissions is the one screen where you record a transaction's money, and it's what your CDA and every financial report are built from.
Introduction
Every closed deal has a story in numbers: what it sold for, what the office earned, what...
YTD Pop-up
Click into an agent's boxes while you're entering commissions and their year-to-date production appears beside you — closings, volume, units, fees, and the commission notes from their profile.
Introduction
Deciding what an agent gets on this de...
Agent Fees
Agent fees are what an agent pays the brokerage out of their own share of a commission: office admin, E&O, B&O tax. Set them up once and they're ready on every transaction.
Introduction
Every brokerage takes something back from its agents at cl...
Client Fees
When a buyer or seller pays something on top of the commission, that's a client fee — collected at closing and routed to your brokerage or to the agent.
Introduction
A buyer pays a transaction fee. A seller offers your agent a bonus for getting...
Deductions
Deductions come out of the brokerage's share or an agent's share of a commission and get paid to someone else — an in-house teammate or an outside company.
Introduction
Not every dollar on a closing goes to the brokerage or the agent. The trans...
Franchise Fee
The franchise fee is the per-transaction cut your office owes its brand — set it once for a location and Pipeline takes it off the gross commission before the split.
Introduction
If your office owes a brand a cut of every closing, that cut come...
Off-the-Top
Take an amount out of the gross commission before Pipeline calculates anyone's split, so the figure the brokerage and its agents divide is already net of it.
Introduction
Some costs belong to the deal rather than to a person: a royalty, a B&O t...
External Referrers
An external referrer is a brokerage, agent, or partner outside your company that earns a piece of the deal. Name them on the transaction, split the referral between them, and tell escrow who to pay.
Introduction
A relocation company sent you th...
Referral Commissions
A referral commission comes off the top of a deal's gross commission, before the brokerage and the agent split anything — you enter it once, and Pipeline carries the reduced number through the rest of the form.
Introduction
A referral commissio...
Commission & CDA Settings
Set up Commission & CDA Settings for each of your offices to decide who gets paid directly, whose signature signs the CDA, and what instructions your title company reads.
Introduction
The Commission Disbursement Authorization is the document yo...
Commission Module Activation
Ready to run commissions out of Pipeline? A master admin can switch the Commission Module on from inside your account, and the first 30 days are free.
Introduction
Right now your office calculates commissions somewhere else: a spreadsheet, an a...
Commission Summary Fields
The Commission Summary box on a transaction is where the person who knows the deal writes down how the commission should be split.
Introduction
The agent who negotiated it isn't the person entering the money a week later. Somewhere between thos...