CDA

One CDA lives on a transaction at a time, it's built from the commission numbers you enter, and only admins with financial permission ever see it. Answers to the common questions about creating, updating, deleting, and sharing a CDA. Can agents s...

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...

Once a CDA exists, Pipeline holds the buyer, sale price, total commission, and earnest money to the figures on it. Answers to the common questions about what locks, why, and how to change it anyway. Which fields lock when a CDA is generated? B...

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...

The close date moved, the sale price changed, or the name on a payable was wrong. Everything you entered is still there — but there's one way to reopen it that leaves you with a CDA, and one that doesn't. Introduction Generating a CDA locks the...

Every payable line on a CDA takes its name and its routing from a setting somewhere in your account. Answers to the common questions about payable names, referral lines, and what the numbers include. Why does my CDA show a person's name where the...

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...

An agent bought it themselves, or the deal pays nothing — and you still want it counted, and you still need the office's fee. Generate the CDA anyway; that's what makes the deal exist to your reports. Introduction A transaction with no commissi...

Wire instructions, a mailing address, an MLS number, a fee to collect from the other side — real closing details with no box to put them in. There's one field for all of it, and it prints. Introduction The Commission Module has a field for ever...

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...

When the option to enter commissions isn't there, or it's there and won't let you through, it's almost always one of five gates. Work down the list in order. Your Account Isn't on the Commission Module The Commission Module is a paid add-on. Wi...