Brokerage Engine Support

Settlement Preference Report


Overview:

The primaryIn this article, we'll cover how to locate and utilize the Settlement Preference Report.  Primary purpose of this report is to provide a quick way to identify the current default settlement preferences for agents.  Please find the available resources below.


Permission Level:  Admin + Commissions


Report Details:

  • The report will display a list of Agents and their preferred payment method for Commissions. The banking information will be displayed if the Agent has their banking information on their Commission Detail Agent Page and also set as their default account for EFT payments.
  • Terminated Agents will have a [T] before their name.

  • If an Agent has two separate bank accounts set to split their commission, each bank account will indicate how much of the payment is being split between them.

  • Can filter by Agent, active or terminated, office or even preferred payment method

  • The action button will take you to commissions setup page if needing to make edits to agent preferences.


Navigation:


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