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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.
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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...
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Your office sent a client to another brokerage and a check is coming back. Pipeline has no referral transaction type — here is the shape support builds instead, so the income lands in your reports instead of a drawer.
Introduction
An outside re...
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Where a referral fee comes from changes everything about how you enter it. Three placements, one decision — and picking the wrong one quietly moves money between the brokerage and the agent.
Introduction
Every referral question that reaches sup...
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An external referrer is a brokerage, agent, or partner outside your company that earns a piece of the deal. Name them on the transaction, split the referral between them, and tell escrow who to pay.
Introduction
A relocation company sent you th...
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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 ...
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Some money never belongs to the split — a franchise royalty, a broker credit, a lead fee. Take it out of the gross first and Pipeline calculates every percentage underneath on what's actually left.
Introduction
An off-the-top amount is one that...
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Your coordinator works the file and gets paid at closing, and neither of those should put them in your production reports. Two settings do it: assistant for the access, a deduction for the money.
Introduction
A transaction coordinator sits in a...
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A home warranty, a contractor, a commission advance, a credit back to the buyer — money the agent owes someone else, taken after the split so the brokerage's share never moves.
Introduction
Plenty of what an agent owes on a closing has nothing ...
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Take an amount out of the gross commission before Pipeline calculates anyone's split, so the figure the brokerage and its agents divide is already net of it.
Introduction
Some costs belong to the deal rather than to a person: a royalty, a B&O t...