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A Lender Commission is what the funder pays your brokerage when a deal funds. The Lender Commissions page in the main menu lists every one, so you can see what’s owed and mark it paid when the money arrives. Seeing the page and changing a status need the view and edit permissions in the Lender Commissions area of a team member’s permissions. Both are on for admins and off for reps and managers by default, see Permission templates.
Lender Commissions are the brokerage’s income. What you pay your team from them are Rep Commissions, see Rep Commissions.

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Where they come from

You don’t create Lender Commissions by hand. They’re recorded when someone marks an offer funded, see Marking a deal funded:
  • Commission: funded amount × the Points (%) entered when funding, due on the Commission Expected date.
  • PSF: a fee entered when funding, either a percentage of the funded amount or a flat amount, due on the funded date.
Each one belongs to the advance it came from. A merchant funded twice (stacking or a renewal) has a separate set for each advance.

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What the page shows

Each row has the Deal, the Funder, the Type (Commission, or Psf for a PSF), the Amount, the Status, the Expected date it’s due and the date it was Created. Click a column heading to sort. Click a row to open the deal. Search by deal or funder name, and filter by status, type, funder or deal. The count at the right shows how many rows match. Clear resets the filters.

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Statuses

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Mark commissions paid

1

One at a time

Click the row’s Status and choose Paid, Pending or Cancelled. It saves straight away.
2

Several at once

Tick the rows (the box in the header ticks the whole page). A bar appears with Mark paid, Mark pending and Mark cancelled. Pick one and click Confirm.
Changing a Lender Commission’s status doesn’t change the Rep Commissions split from it. Mark those separately on the Rep Commissions page.

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On a deal or advance

  • The deal’s Offers & Contracts tab shows each advance under After funding, with its commission in the Commission column.
  • Open an advance (from there or from the Advances page) and go to its Commissions tab to see that advance’s Lender Commissions and Rep Commissions together.

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Correcting an amount

The page changes status only. You can’t edit an amount or add a commission by hand here. If the points or funded amount were wrong, delete the advance with Also delete related records ticked and mark the offer funded again, see Marking a deal funded.

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Common problems

No points were entered when it was marked funded, so there was nothing to record. See Correcting an amount above.
You need the Lender Commissions view permission to see it and the edit permission to change statuses. Ask an admin.
You only see commissions on deals you can see. See Who sees which deals. Also check the filters and search.