Commission Detail Enhancements: Bonus and Commission
The Brokerage Engine team
Following up on last month's release, Brokerage Engine users now have the ability to add bonuses from the new Commission Detail View, view which commission schedule is assigned to that bonus, and also add or edit concessions for a transaction. This is part of our ongoing effort to bring all Brokerage Engine modules into a more consistent and streamlined brokerage management system.
Bonuses: Users will now notice a new button on the Commission Detail View called "Bonus", which is available for use on the Buying or Selling sides of a transaction. By clicking on it, the User can now "Add Bonus" which will be immediately reflected on the commission tree. Users may now "View Commission Schedule" with the option to "Switch Commission Schedule" or "Edit Commission Schedule".
Concessions: Users will now notice a new button on the Commission Detail View called "Concession", which is available for use on the Buying or Selling sides of a transaction. By clicking on it, the User can now "Add Concession" and will be prompted to answer a series of questions such as amount, who the concession will be charged to, who the recipient is, if it should be displayed on the CDA, reason for concession, and so forth.