Setting Up Commissions

Every office you manage commission for gets its own Commission & CDA Settings, and a master admin sets them. Answers to the common questions about finding the page, changing a signature, and updating CDAs you've already generated. Where do I find ...

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...

Activation is a master admin's job, it takes about a minute from inside your account, and the first 30 days are free. Answers to the common questions about the trial, the bill, and what turns on. Who can activate the Commission Module? A master...

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...

The Commission Summary box travels with the transaction and locks when the deal closes. Answers to the common questions about who can edit it, when it stops accepting changes, and the settings that shape the figures around it. Do I need to turn th...

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...

Commission & CDA Settings sit behind a Location's gear menu on the Manage Locations page. If the option isn't there, it's usually one of three things. The Commission Module Isn't Active on Your Account This is the cause nearly every time. Commi...

Commission entry stalls when the admin has to chase the agent for the numbers. Prompt for them where the agent already works, and the details arrive with the deal. Introduction Somebody knows how the commission on a deal is meant to work, and i...

The name at the top of the CDA, the name on the brokerage's check, and the name on an agent's check are three different settings in three different places. Here is which one you're actually looking for. Introduction A CDA carries several names,...

[Manage Commissions] only appears on a transaction when four things are true at once. Here's how to check each one, most likely first. The Transaction's Location Has No Commission & CDA Settings This is the most common cause by a wide margin, a...

Commissions, splits, and the disbursement authorization your closing agent is waiting on, all produced from the transaction you already have open. Here is the whole path, from switching the module on to a finished CDA. Introduction The Commissi...

A broker leaves, or you're setting up your first office, and every CDA needs a new name and a new signature on it. It is one settings page per office — and one pass over the documents you've already issued. Introduction The signature on a CDA i...