Agents: Manage Agent Profiles and Commissions

Agents: Manage Agent Profiles and Commissions

An agent can be assigned to various customer files. Users are able to add default commission split and income accounts (reports) to the agent profile. 

1. Click Admin on the Main Menu. 



2. Click on Contacts.



3. Select Agents on the menu heading.


4. List of Agents will open. 



Add an Agent

1. Click on Add Agent



2. Contact List will appear. User will either link an (A) Existing Contact or (B) Create a new contact:

 

  1. Option A) Existing Contact/s – type in the search field. PropWorx will filter results of existing contacts. Select by clicking on the contact to be linked to the file and click select. Repeat if required.
  1. Option B) New Contact/s – Click on the Create New Contact button. Select the contact type (i.e. Person or Company). Create New contact screen will appear. Repeat if required.
 

3. Click on Edit () button to enable screen. 

4. Fill in the following contact details (mandatory fields): 
  1. Person - Forename and Surname

  1. Company - Company Name


5. Optional: All other details can be skipped and added after the contact is created. 
  1. Cell - can be used to send SMSs via PropWorx.
  2. Email - can be used to send emails via PropWorx.
6. Click on the Save () button to create contact. 

Edit an Agent

1. Click on the Agent's Name to open the profile. 



2. Contact's profile will open to view details.  

To Edit: Click on Edit to add or modify contact's details.



To Save: Click on Save Changes to update contact's details.



Delete an Agent 

1. Select the agent to be deleted, by ticking the tick box. 



2. Click Ok on the prompt. Note: this will not delete the agent from the agent list, it will not delete the contact from PropWorx.
 

Manage Agent Default commission & Income Account

1. Click on the Agent's Name to open the profile. 



2. Contact's profile will open to view details.  Click on Edit to add or modify contact's details.



3. Set default Commission structure:
  1. Agent Default Commission: set default commission amount or split. Choose between percentage base or fixed rate.  User will be able to overwrite the default commission on the individual file or fee.
  2. Agent Income Account: set default Income Account to generate reports for the specific agent's commission/fees. Income accounts are reports that you want to link certain fees/commission, that when debited, those fees/commission will appear on the specific income account report.



Create new Income Account

1. Click on the Add more button (). 



2. Income Accounts Screen will open.




3. Click on Add New



4. Type Name (mandatory) and Description. 




5. Click on Save button ()




6. An Income Account will be created. User is able to assign the income account to the agent's profile.

Load agent to file

1. Click Admin on the Main Menu.


2. Click Customer Files.


3. Click Rental or Sale






4. Open the Customer File by clicking on the file name.




5. Customer File will open.
6. Click on Mandate on the file tab ribbon bar. 
  1. Rental file

  1. Sales File


7.  Mandate will open to view details.  Click on Edit to add or modify record details.



8. Scroll to the commission section and click Add Income Account, select from the Agents from the list. If required, repeat step to add multiple agents and/or adjust split percentage. 




How to load Mandate Split


Click on the Edit () next to the agent or income account to add split rate.


Type in percentage value (e.g., 50 for 50%) or amount (e.g. 325).


Click save () to save split. Repeat as required for each split option. 



9. Click on Save Changes to update record details.