Transaction Tag Management

Overview:

In this article, we will cover how you can create Transaction Tags that can be utilized for multiple functions. 

Primary uses of Transaction Tags:

• Track particular transactions for reporting purposes
  • The system already creates multiple tags automatically, but this would allow you to create your own specific to your Brokerage
• Enable/Disable Commission Schedule Fees
• Override an Agent's Commission Split

Quick Reference:

Link to Full Step-by-Step Guide