From now on, BoldTrail BackOffice Mobile App allows you to manage commissions on the go. To make the new element introduction smoother, the transaction screen now has the More button, which allows you to select either Share or Commissions option.
How do I open the commissions menu on the mobile app?
Go to your transaction screen > More > Commissions.
If your commission has a draft status, you'll see the screen in the corresponding light orange color. ⬇️
The commission screen displays the info for both the Listing and Buying sides.
Tap on the Listing or Buying side to see the related deductions, net commission, and other corresponding data.
Tap on the agent name to apply plan, generate statement, or delete agent.
How do I manage agents within the commission plan on the mobile app?
From your transaction screen, go to More > Commissions > tap the agent name. In an opened screen, tap the three-dot icon Actions menu at the bottom right of the screen.
Here you can either apply a plan, generate a statement, or delete agent.
Apply plan for an agent
In an opened tab, select the commission plan and tap Apply. Please note that the existing commission items will be removed and replaced with the selected plan.
Generate statement for an agent
In an opened window, enter the related notes and tap Generate. You will be redirected to the statement PDF view screen. Tap the three-dot icon in order to:
Download statement as PDF
Save it to your Unsorted folder
Send it via email
Delete agent from the commission plan
Before tapping Delete, please note that it removes the user as well as their related commission items, and this action is irreversible.
How do I manage Listing/Buying side commissions on the mobile app?
When the side screen opened, tap the three-dot icon Actions menu to:
Edit buying/listing side representative
Add agent
Set the Award allocation
Edit buying side representative
In an opened window, select the buying side representative and tap Save. You can select existing company contact and even create one if needed.
Add agent
Enter the agent or user name and tap it, then tap Next.
Set the Award allocation
In an opened window, enter and select the amount and sales volume for the agents and tap Save.
How do I manage transaction commissions on the mobile app?
You can manage everything through the three-dot icon Actions menu button at the top right of the screen.
By tapping it, you can:
Change total gross commission
Generate CDA
Finalize commissions
Set the Award distribution
Change total gross
Within your transaction screen, go to More > Commissions > three-dot icon > Change total gross. In an opened window, enter the commission number and select the type, then tap Save.
Generate CDA
Within your transaction screen, go to More > Commissions > three-dot icon > Generate CDA. In an opened screen, you'll need to provide general details about the form. When all set, tap Next and select the needed contacts, then Next to set the Payouts and instructions. When done, tap Generate CDA.
Change total gross
Within your transaction screen, go to More > Commissions > three-dot icon > Finalize commissions. You'll see the green success bar at the bottom of your app screen.
Award distribution
Within your transaction screen, go to More > Commissions > three-dot icon > Change award distribution. Here you need to enter and select the needed parameters for buying and listing sides, then tap Save.