 Productivity Tip
E-Broker gives you the options of tracking expected brokerage, fees and trail commission.
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Log Expected Initial Commission
| 1. | Providing you have sufficient administration rights, you may be able to see a Commissions button in the Application Screen |
| 2. | Click on the Commissions Button to be taken to the Commissions Screen. |
| 3. | Complete the various values - Initial Commission %, Renewal Commission % and then the Consultant or Consultants who will be receiving brokerage. |
| 4. | Press Enter when finished with each line in the grid. |
| 5. | The Commission displays in the Outstanding Business Report along with any Risk commissions. |
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Log actual Expected and Trail Commission
| 1. | Once you have settled a mortgage, if you have the correct permissions, you will be able to navigate to the Brokerage Tab |
| 2. | Here you can see the expected initial brokerage of $3000. |
| 3. | Once you manually add the actual brokerage paid, the system will check if the amount paid was within expected limits. |
| 4. | Here we have logged brokerage of $2999 and the system has said that that is near enough. |
| 5. | You can log trail commissions manually as these are received. |
| 6. | Here we have also logged a Fee for Service. |
| 7. | Commissions accrue back under the marketing Screen for the client to keep a running total of their worth to you. |
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