Set a Transaction Coordinator/Assistant in Fee Bank for Default Payout

Overview:

In this article, we will review how to set up a disbursement option to be available on a transaction to pay a Transaction Coordinator or Assistant. This feature streamlines the process of paying Transaction Coordinators or Assistants directly from each transaction.

Important to Know

• Same concept applies to active Agents, Administrators/Staff, and other non-agent personnel involved in the transaction.
• Refer to Add a Person for Disbursement if the intended payout recipient is not available.

Please find the available resource below.

Quick Reference:

Link to Full Step-by-Step Guide