Agent Payment Profile Report

Brokerage Engine now provides a comprehensive view into agent payment profile details, including A/R aging report, saved credit card information, autopay change log and account hold change log.

Agent finances can often be intertwined very closely with Brokerage operations. For some companies, understanding what those owed balances are is a Herculean task. Let alone trying to get those balances actually paid down. With our new Agent Payment Profile report, we look to make this a thing of the past.

Brokerage Engine now provides a comprehensive view into agent payment profile details, including A/R aging report, saved credit card information, autopay change log and account hold change log.

Users with accounting permission can also put individual agents on Accounting Hold to block the users from making further purchases.

Agent Payment Profile Report in Brokerage Engine