The following video shows you how to set up teams then use those teams to build team commission plans. We also talk about how to set up individual agent deductions that pro-rate based on award allocation.
How do I set up a team commission plan?
Step 1
Set up those needed teams in your account by selecting Teams under the Fields tab:
Step 2
Apply Teams to correct users by navigating to the Users tab:
Step 3
Apply Team Tracking to Split by selecting Accrued by > "team: agent's team" in the split section.
Prorated Agent Deductions
Step 1
Add deduction to transactions or commission template by clicking "add" > "Pre-split deduction" or "Post-split deduction":
Step 2
Apply award allocation pro-rate option by selecting Prorated according to > award allocation:
Worked example: How a prorated deduction is calculated
Suppose a transaction has a $600 E&O fee set as a post-split deduction, prorated according to award allocation. Three agents share the deal with the following award allocations:
Agent | Award Allocation | Share of Total | Prorated E&O Deduction |
Agent A | 50% | 50 ÷ 100 = 50% | $600 × 50% = $300 |
Agent B | 30% | 30 ÷ 100 = 30% | $600 × 30% = $180 |
Agent C | 20% | 20 ÷ 100 = 20% | $600 × 20% = $120 |
Total | 100% |
| $600 |
Each agent's deduction is proportional to their award allocation — Agent A carries the largest share ($300) because they hold 50% of the deal, while Agent C carries the smallest ($120) at 20%. The full $600 E&O fee is distributed with nothing left unaccounted for.