Brokerage Engine Support

Add a Person for Disbursement


Overview:

In this article, we will outline the steps to add an individual to the system for the purpose of commission disbursement. These steps are intended for individuals who are not currently active agents, but still need to receive payment from a transaction.


Applies To the Following Roles:

  • Transaction Coordinators
  • Assistants
  • Administrators/Staff
  • Other non-agent personnel involved in the transaction


NOTE: Active agents should not be manually added as disbursement agents, as they are automatically included as available payees


Please find the available resource below.


Quick Reference:


Link to Full Step-by-Step Guide























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