Mentors (Sub Agents)

Overview:

In this article, we'll cover how to set up Mentors as Sub Agents within Brokerage Engine. The primary advantage to setting up as a sub agent opposed to disbursement agent is for the Mentor to automatically turnoff after a set period of time.

If looking for more flexibility on where to charge a Mentor or when the Mentor payments should turn off, you may prefer to set them up as Disbursements agents instead of Sub Agents.

Quick Reference:

Link to Full Step-by-Step Guide