Create Pass-Through Income Library Template

Overview:

In this article, we'll go through the step-by-step instructions to create default templates to be available when using the pass-through income function on the commission detail page.

• Create templates to select from to save time for using commonly used concessions
• Able to still adjust any setting from the template when adding

***Not a default function, please reach out to your BE CSM to learn more if this feature may be useful for your Brokerage***

Quick Reference:

Link to Full Step-by-Step Guide