Who It’s For: Brokers, Admins, Transaction Coordinators (permissions required)

What It Does

The Commission Manager lets you calculate, split, and approve commission payouts — including pre- and post-split adjustments, agent-specific splits, brokerage fees, and CDA instructions. It automatically pulls transaction data and helps you create a compliant, accurate disbursement plan.

Video Walkthrough

Where to Access

There are two ways to open the Commission Manager:

• From the Transactions page
  • Click the ⋯ More Actions menu on any row
  • Select Manage Commission
• From inside a Transaction
  • Use the Manage Commission button in the top right

Step-by-Step Workflow

Overview Panel + Commission Form

• Left Panel: Shows key data pulled from the transaction
  • Sale Price
  • Buyer/Seller Names
  • Title & Escrow Vendors
  • Basic Commission Info
• Right Panel: Interactive form where you complete or adjust missing data

Click Create and Continue to begin.

Pre-Split Adjustments (Brokerage)

• Adjustments that occur before commission is split with agents
• Example: Franchise fee, royalty, or brokerage marketing fee
• Select a saved fee or create a new one
• Optional: Save fee for future use or apply it as a default
• Click Update and Continue

Agent Commission Splits

• Add or edit assigned agents (top-right ➕ icon)
• Distribute the gross commission between agents
  • Must total 100%
  • You can assign 0% to assistants or observers

Track Credit:

• Allocate Sales Volume and Unit Count for reporting
• Used in production tracking (even if no commission was paid)

Agent-Specific Splits & Performance Reference

• Each agent has a split section
• Select flat amount or percentage
• View dynamic data before assigning the split:
  • Year-to-date unit/volume production
  • Total commissions earned
  • Current split tier
  • Progress toward next tier
• You can edit agent profile directly from this screen if needed
• System calculates net commission for each agent

Click Update and Continue

Post-Split Adjustments

• Additional adjustments after splits are calculated
  • Positive (bonus, incentive)
  • Negative (office fees, transaction fees)
• Add notes to describe each item
• Can be saved for future use
• Use built-in calculator if needed
• See real-time updates to Adjusted GCI for each agent

Click Update and Continue

Cooperating Brokerage (Optional)

• Track co-broke amounts
• Useful for documentation and CDA export
• Not required if you’re not paying out to another brokerage

CDA Instructions (Commission Disbursement Authorization)

• Add special instructions to display above or below the payment section on the CDA PDF
• Pulls from Settings → Commission Settings → CDA Settings

Global CDA Settings:

• From the Settings menu, Commissions > CDA Settings, you can establish defaults for generating a CDA:
• Set CDA Signer Name and title (e.g., Designated Broker)
• Choose who receives funds from escrow/title:
  • All to Brokerage
  • Or direct to agents (split checks)
• Configure referral handling:
  • Referrals sent to brokerage vs. directly to the referred party
• These settings can vary by Brokerage Location

Finalizing Commissions

• After review, click Update Commission
• Then click Certify Commission to lock the record

After Certification

• Inside the Transaction → Financial Info section becomes available
• View and download Commission Statement PDF for each agent becomes available
  • Includes detailed breakdown, bonuses, fees, splits, and adjustments

FAQs

Q: Can I edit commission info after certification?

A: To edit, you’ll need to click Manage Commission again which will unlock the record. Be sure to Certify it again after any changes, or you can Delete and recreate the commission record.

Q: What if I forgot to assign an agent?

A: Use the ➕ icon in the agent section to quickly add them during the commission entry process.

Q: What if our brokerage has unique split structures per location?

A: You can customize commission settings and CDA instructions per brokerage location.