Agent Commission Plans

Commission Notes are free-text plan details stored on an agent's user profile. Answers to the common questions about who can see them, where they appear, and what offices keep in them. Can agents see their own commission notes? No. Commission...

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...

An agent's commission percent is their default share of the commission, stored on their user profile. Answers to the common questions about what the percent applies to, changing it, and agents whose split isn't a single number. Does the commissio...

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 ...

A start date sets the anniversary an agent's commission year turns over on. Answers to the common questions about choosing the date, the account setting behind it, and what happens at the turnover. Does the start date have to be the day the agent...

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 ...

Pipeline has no flat-fee field, but it runs a flat-fee office perfectly well once you know which three things to set. The trade is a little manual entry per deal for reports that still work. Introduction The Commission Module was built around p...

A split threshold is the dollar amount an agent has to generate for the brokerage before their split changes. Answers to the common questions about what counts toward it, when it resets, and what Pipeline does when an agent caps. Is the threshold...

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. ...

Direct deposit details, a mailing address, a licence number, an odd split for lease deals — everything about an agent that has no field of its own goes in one place, and shows up exactly where you need it. Introduction Every office has a handfu...

A cap only works if Pipeline knows two numbers about each agent and can see the deals behind them. Set those, and the warning finds you while you're entering the commission that crosses the line. Introduction Most brokerages run some version of...

Cap warnings lean on three things being in place: both fields on the agent's profile, transactions that are closed with commissions entered, and the brokerage's share of the money. Here's how to check each one. No Warning Appeared When an Agent P...

Year-to-date commission figures follow two things most people don't expect: the agent's own plan year, and each transaction's close date. Almost every surprising number comes back to one of them. The Figures Reset in the Middle of the Year If y...