BoldTrail BackOffice

Commission plans

Commission tags

Automated Company Commission Plans

Sales Volume

Sliding scale based on "Split: company's portion"

How to add a Referral fee

How do I edit commissions within a transaction?

User permission for transaction commissions

Team Commission Plans & Pro-Rated Agent Deduction

How to change gross commission

How to add additional income

How to apply funds received

How to generate a Disbursement Authorization form

Personal company name in CDA forms

Commissions: Chained Plans

Commissions: Proration

Commissions: Exclude a Transaction from Agent's Commission Plan

Commissions: Increases (Credits) in Plans

Commissions: Personal Deductions & Income

Commission Tier Insights

Viewing your commission details on a Transaction

Commission Automation

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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