How to manage Commission & Fee Splits

1. Click Admin on the Main Menu.

2. Click on Customer Files.

3. Select Rental or Sales on the menu heading.

4. Click on the File Name to open file.

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

6. Scroll to the Commission section.

Load the Agent or Income Account

To add the Agent/s or Income Account/s to file: Click Add Income Account, select from the Agents or Income Account from the list. If required, repeat step to add multiple agents or income accounts to the file.

How to load or edit splits for commissions/fees

For Agent splits to appear correctly on the commission/fees report. The agent must have an income account (aka fee account) linked to their profile (see Agents: Manage Agent Profiles and Commissions).

To load or edit splits: click on the edit () button next to the agent/income account and adjust the percentage or fixed rate. Click save () button to set split. Repeat as required.

How to remove Agent or Income Account from Mandate

To remove agent or income account: click on the edit () button next to the agent/income account then click on the delete () button remove. Repeat as required.