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[CORE BackOffice] Adding a DBA/Entity Name
[CORE BackOffice] Adding a DBA/Entity Name
Updated over a week ago

If an agent is paid a 1099 as an Entity you will want to add the agent Entity/DBA name to their profile page.

Go to Agents.

Find the agent and click on their name to open the profile page.

Under Agent Info scroll down to DBA/ Entity Name.

When you start typing the box below will appear:

If your agent is paid to an Entity/ DBA you will need to mark the “Show the agent’s entity instead of the agent’s name in the Total Due section of the commission disbursement?” box to track payments to their company name.

Their DBA/Entity Number is optional, but recommended to add.

Note - 1099 reports will show the agent’s company name

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