Brokerage Engine Support

Commission Details Report


Overview:

In this article, we will cover the Commission Details page for Agent Access. Please find the available resources below.


Important to Know:


This feature is not configured by default. If it is not already enabled, please reach out to your dedicated BE CSM to have it activated.

  • Allows Agent Direct Access to:
    • View their Active Bank Accounts for EFT/ACH payments
    • View their Active Subscriptions/Recurring Charges
    • Set their default Settlement Preferences

Quick Reference:


Link to Full Step-by-Step Guide
























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