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CORE BackOffice
CORE BackOffice

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102 articles

Transactions & Commissions

[CORE BackOffice - Admin] How to Set Up a Commission Plan per Transaction Type
[CORE BackOffice] Adding a New Commission Plan
[CORE BackOffice] Sending Commission Disbursements for Approval Using DocusignSend your disbursements for approval via Docusign for electronic signature.
[CORE BackOffice] 1099 Reports Overview
[CORE BackOffice] How to Check Cap Plan Contributions
[CORE BackOffice] How to Set Up a "Gross Commissions Per Deal" Plan
[CORE BackOffice] How To Close Out A Transaction
[CORE BackOffice] Additional Transaction Management Tracking FieldsThere are additional optional transaction tracking fields. If you enter this information it will be tracked in the hotsheet report.
[CORE BackOffice] Entering A Referral From An Outside BrokerTrack referrals being paid to your brokerage from another brokerage.
[CORE BackOffice] Adding Custom Property Types to a TransactionYou can add these types to a transaction such as Single Family, Condo, etc. for more visibility into the type of deals you are doing.
[CORE BackOffice] How to Override a Commission on a TransactionThere are two ways to override a commission on a transaction. Use the override toggle, or create an override commission plan.
[CORE BackOffice] How to Add a Transaction as an AgentHow to add a transaction as an Agent.
[CORE BackOffice] How to Add a Co-Broke Commission to the DisbursementThis option would deduct the co-broke fee, then calculate the any additional pre-commission credit/debits and the agents split.
[CORE BackOffice] How to Generate a Disbursement PDFChoose which line items you would like printed on the final disbursement PDF.
[CORE BackOffice] How to Email a Disbursement PDFYou can email a copy of your commission disbursement PDF to the title/attorney on the transaction, any of your agents, or to a custom email.
[CORE BackOffice] How to Create Team TemplatesTeams are a way of grouping and tracking commissions, sales volume, caps, etc.
[CORE BackOffice] How To Deduct Fees Off The Top Of A CommissionIf you need to deduct fees off of the brokerage gross commission, you'll use the pre-commission credit/debit section on the disbursement.
[CORE BackOffice] How to Add Any Additional Commissions To The Commission DisbursementPay a commission to additional Agents out of the company dollar or the Agents share of the commission.
[CORE BackOffice] How To Add Additional Income For AgentsTo pay an agent for something like a BPO, or showing buyers around, etc... go into their agent profile and click the 'Other Income' tab.
[CORE BackOffice] About Trust Account / DepositsThis is a tracking log for deposits you are holding on the account for the transaction.
[CORE BackOffice] How Pay & Track Agent Payments Without Direct DepositIf you are not using our direct deposit feature, you can track what the agent has been paid in the transaction.
[CORE BackOffice] Splitting Commissions Between Multiple AgentsLearn more about splitting commissions.
[CORE BackOffice] Editing Commission DisbursementsYou can edit a commission disbursement after it's already been created, up until the transaction is marked as 100% complete and closed.
[CORE BackOffice] Adding Fees to a Commission Plan, Agent Profile, Or Commission DisbursementYou can add fees on the commission plan, in the agents profile or on the commission disbursement.
[CORE BackOffice] How To Get Your Commission Disbursement ApprovedBrokerages that require their agents to create their own commission disbursements can approve them so the agent can take them to a closing.
[CORE BackOffice] Transaction ChecklistsCBO gives you the ability to create custom task lists for managing your transactions and close out process.