Brokerage Engine Support

Fee Bucket Report

Will only display data if you have commission schedules fees setup to accumulate to a fee bucket.


Overview:

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


So what is a Fee Bucket?

  • A Fee Bucket is used to track and cap particular fees on the agents commission schedule.  This allows the system to track the amount of fee through a specific time period and cap or alter fee amount once a threshold has been reached
  • Most commonly used for capping royalty fees after an agent pays in X amount during either a calendar year or anniversary date.


Permission Level:  Admin + Commissions


Report Details:

  • Abilty to Filter by Agent or name of fee bucket
  • Up to Date Accumlation column displays total amount that has accumulated for that fee bucket

  • YTD column will display the amount accumulated into that fee bucket for the current calendar year.

  • Ability to export to csv/excel

Navigation:


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