Commission Module

Articles

Commission Notes FAQ
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...
Commission Percent FAQ
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...
Plan Start Dates FAQ
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...
Split Thresholds FAQ
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...
Why Isn't the Commission Cap Warning Working?
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...
Why Do an Agent's Year-to-Date Figures Look Wrong?
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...
CDA Generation FAQ
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...
CDA Lock FAQ
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...
Payables FAQ
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...
Why Can't I Generate a CDA?
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...
Agent Commissions Report FAQ
Agent Commissions gives the office a single agent's sales volume and commission figures for a period, while the per-transaction statement covers one deal at a time. Answers to the common questions about running, reading, and sharing them. What's ...
Agent Contribution FAQ
Agent Contribution shows what each agent has paid into the brokerage and how far they are from their next split. Answers to the common questions about access, delivery, and reading the thresholds. Is this a special report I have to request? No...
Agent Income FAQ
The Agent Income report is the deep, one-agent-at-a-time breakdown, from gross commission down to net payable. Answers to the common questions about 1099 season, deduction detail, and how it differs from Agent Production. What's the difference be...
Agent Production FAQ
Agent Production is the all-agents production download, covering pending and closed units, volume, fees, and commission. Answers to the common questions about pending deals, missing agents, and 1099 preparation. Does the report include pending tr...
Agent Units FAQ
The Agent Units report counts the sides each agent earned and pairs them with the commission on each transaction. Answers to the common questions about units, splits, and columns that look wrong. What exactly is a unit? One side of a deal. Th...
Aggregate Performance FAQ
The Aggregate Performance report summarizes a period of closed business for the whole company and ranks your top producers. Answers to the common questions about units, closings, sales volume, and what the report leaves out. What's the difference...
Commission & Closings FAQ
Commission & Closings is the transaction-level record of closed business, filtered by location, period, side, and label. Answers to the common questions about missing transactions, referrals, deductions, and year-end reporting. Why are closed tra...
Commission Summary (Commission Module) FAQ
On the Commission Module the Commission Summary reads your CDAs, so a transaction counts only once you've entered commissions on it. Answers to the common questions about what's counted, what each figure means, and how far back it reaches. How is...
Comparative Production (Commission Module) FAQ
Comparative Production measures sale prices and transaction counts, never commission, and on the Commission Module only for closed transactions with commissions entered. Answers to the common questions about scope, periods, and what the figures are ...
Lead Sources Report FAQ
The Lead Sources report ranks your closed business by where the lead came from. Answers to the common questions about access, empty reports, and reporting on lead sources without the module. What's the difference between Lead Sources and the Lead...
My Commission Summary Doesn't Look Right
A blank page, a missing deal, or a total that can't possibly be right almost always comes back to the same thing: what the report can read. Here's how to find it. Start Here: the Report Reads Your CDAs On the Commission Module, the Commission S...
My Commissions Report FAQ
Every agent can download their own commission figures from their personal profile, with no admin and no special permission needed. Answers to the common questions about access, date ranges, and what the numbers include. Do I need a permission to ...
Pending Commissions FAQ
Pending Commissions projects income from deals that are under contract but not yet closed. Answers to the common questions about what qualifies, blank downloads, and per-agent breakdowns. Why does my Pending Commissions report download blank? ...
Pending Inventory Report (Commission Module) FAQ
The Pending Inventory Report reads the Sales Price and Total Commission on every pending transaction with a close date, CDA or no CDA. Answers to the common questions about what's counted, which pending report to run, and why two reports disagree. ...
Why Don't My Sales Volume Totals Match?
Sales Volume in your reports is the figure allocated to each agent when commissions were entered, not the transaction's sale price. That's almost always where a mismatch starts. Sales Volume and Sale Price Are Two Different Numbers Sale Price i...
Why Is My Commission Report Blank or Missing Transactions?
A commission report only counts a transaction once its CDA, its close date, its status, and your filters all line up. Here's how to find the one that's off. Start With the CDA This is the check that resolves most of them. Every report in the Fi...
Why Can't I Enter Commissions on a Transaction?
Two things stop people short here: the Manage Commissions link isn't in the left menu, or it's there but [Calculate & Continue] won't light up. Both have short, specific causes. Manage Commissions Isn't in the Left Menu The link is conditional ...
Manage Commissions Workspace FAQ
Entering commissions is admin work, it runs in order, and nothing reaches your reports until you save. Answers to the common questions about who can enter commissions, what an update does to the existing CDA, and why a closed transaction might still...
YTD Pop-up FAQ
The YTD Pop-up reads from closed transactions inside the agent's current fiscal year, so what it shows depends on close dates as much as on the agent. Answers to the common questions about zero balances, date ranges, and the commission notes at the ...
Why Is an Agent Fee Calculating the Wrong Amount?
When an agent fee lands on a different number than you expected, it's nearly always the fee's percentage basis, the way the percentage was typed, or a transaction that was entered before the fee changed. Here's how to tell which. The Fee Is Calcu...
Agent Fees FAQ
Agent fees run from the agent to the brokerage, come out of the agent's share after the split, and can never exceed what that agent earned. Answers to the common questions about setting them up, percentage bases, and zero-commission deals. Who ca...
Client Fees FAQ
Client fees are paid by a buyer or seller on top of the commission, and the section you collect them in decides who gets the money. Answers to the common questions about payers, payees, and how client fees land in reports. Is a client fee taken o...
Why Won't a Deduction Save or Apply?
A deduction that won't go in usually hits one of three walls: there's not enough commission left to take it from, the CDA was generated before the deduction was added, or the type was never set up. Here's how each one looks and what clears it. To...
Deductions FAQ
Deductions come out of one party's share and get paid to another, and they can't be created on the fly or exceed the share they come from. Answers to the common questions about payees, reporting, and when to reach for something else. Do I have to...
Franchise Fee FAQ
The franchise fee is set once per location, comes off the gross commission before the split, and can be renamed to whatever your brand calls it. Answers to the common questions about where to change it, what it's calculated on, and why your math mig...
Why Are Off-the-Top Deductions Missing or Calculating Wrong?
Off-the-top deductions go wrong in three recognizable ways: the option isn't there at all, the splits underneath them come out short, or there's nothing left in the gross to take them from. Each has a clean fix. The Off-the-Top Option Isn't There...
Off-the-Top FAQ
Off-the-top deductions reduce the gross before Pipeline works out anyone's share, which is exactly why they behave differently from every other fee in the module. Answers to the common questions about turning them on, percentage bases, and what they...
External Referrers FAQ
External referrers are named on the transaction and paid out of the referral commission you entered in Sale Info . Answers to the common questions about adding referrers, their addresses, and who escrow pays. How many external referrers can one ...
Why Is My Referral Commission Wrong or Missing from Reports?
Referral commission is one field, and nearly every problem with it traces back to where the number was entered or what the transaction's status is. Here's how to clear each one. Pipeline Says the Amount Is Greater Than the Commission Pipeline w...
Referral Commissions FAQ
A referral comes off the top of the gross commission, and where you enter it decides whether everything else on the form calculates correctly. Answers to the common questions about entering a referral, splitting it, and finding it in your reports. ...
Why Isn't the Referrer Showing as a Payable on the CDA?
A referrer that's missing from the CDA, listed twice, or carrying the wrong address is almost always one of three things — a location setting, a double entry, or a stale contact. Here's how to tell them apart. The Referral Is Rolled Into the Brok...
Commission & CDA Settings FAQ
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 ...
Commission Module Activation FAQ
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...
Commission Summary Fields FAQ
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...
Why Don't I See Commission & CDA Settings?
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...
Why Don't I See Manage Commissions on a Transaction?
[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...