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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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...