Brokerage Engine Support

Allowance Report

Only available if Agent Allowance feature is enabled


Overview:

In this article, we'll cover how to locate and interpret the Allowance Report. Please find the available resources below.


Permission Level:  Admin + Billing & Compliance


Report Details:

  • Primary purpose for this report is to see all activity related to allowances within a selected time frame
  • Ability to filter by Agent, Office, or type of transaction with allowance
  • Filter by type will allow you to see all deposits, any adjustments or even payments where allowances were utilized within a selected time frame


Navigation:


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