Once deal has settled, it needs to be marked as Settled/Post to commissions.  This will have two effects:

  1. Reporting visibility for settled deals
  2. Commission system will be notified (where linked with Salestrekker)

The process is as follows:

1. Mark deal as settled. Go to deal view and click on Edit >> Settled/Post to Commissions option.

2. 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.¬†

3. Once commission is paid, mark it as Won/Paid

Won deals will disappear from view and can be viewed again by filtering won deals.

See the video below for more details:

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