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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...
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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...