Brokerage Engine Support

Agent Payment Profile Report


Overview:

In this article, we'll go through the steps of how to run a report to see the following.

  • Which agents have a credit card on file
  • Who is opted into autopay
  • open and overdue invoice account
  • overdue balance
  • If account is on hold
  • Activity log for agents payment preferences



Quick Reference:


Link to Full Step-by-Step Guide
























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