Brokerage Engine Support

Transaction Tag Management


In this article, we'll 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 Agents Commission Split

Quick Reference:

Link to Full Step-by-Step Guide

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