We are excited to announce our latest enhancement to our system which allows BoldTrail BackOffice to automate company deductions just like agent deductions! This is a great solution for things like Referrals, Revenue Shares, Overrides, etc.

Within the commission plans tab, we now have a section called "Paid by company", where you can choose what type of deduction you need: pre-commission or post-commission deduction.

Select the required deduction to be added, type the name, amount, and who it's getting paid to.

The company deductions will already be included next time this plan is used within a transaction. If changes need to be made, you can always add or remove company deductions on a transaction basis.

Watch the video of the Live Webinar on Automated Brokerage Commissions: