Once deal has settled, it needs to be marked as Settled/Post to commissions. This will have two effects:
Reporting visibility for settled deals
Commission system will be notified (where linked with Salestrekker)
The process is as follows:
Go to deal view and click on the pen icon
Choose Settled/Post to Commissions option from drop down
Complete the following screen by checking/adding:
Check the date is the correct settlement date (A)
Add a note to be saved in a deal (B). This can be anything relevant to settlement.
Ensure loan details are correct (C)
Add loan account number (D). Add '0000' if unsure.
Add a referral partner if already they are required to get paid as well (E). You can add multiple referrers.
Once commission is paid, mark it as Won/Paid
Note: Won deals will disappear from workflow view and can be viewed again by filtering deals by won status.
See the video below for more details: