Brokerage Engine Support

How to Add Commission Source Allocation to CDA


Overview:

In this article, we'll cover how you can add the commission source breakdown from the Commission detail page. The primary purpose of this feature is to provide a Breakdown of where the commission funds are coming from on a Commission Disbursement Authorization Form (CDA).  Please find the available resources below.


Feature Details:

  • Allows user to provide a Breakdown of where the Commission Funds are coming from on the CDA
  • Abililty to allocate from Seller, Buyer or even the Brokerage
  • Can provide breakdown by Sales Price or Gross Commission Income (GCI)
  • Will only display on CDA if values entered into Commission Source fields
  • Report available to view all transactions with Commission Source value

How to Run Commission Source Report


Quick Reference:


Link to Full Step-by-Step Guide
























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