Set a manager’s override
1
Open Settings → Team → Members
Click the manager.
2
Enter their Manager override %
The field shows for anyone who has reps reporting to them. Leave it empty for no override.
3
Save
It applies to deals funded from now on. Deals already funded keep what they were paid.
Who gets an override on a deal
When a deal funds, the originator and the closer each get their own Commission %, as always (one person in both roles is paid once). Then:- Each rep’s manager gets their override %. If the originator and the closer have different managers, both managers get one.
- A manager over both reps gets one override, not two.
- A manager working the deal themselves (as originator or closer) gets their normal share only, no override on top.
- Only one level: a manager’s own manager earns nothing on their team’s deals.
- No override when a rep has no manager, the manager has no override %, or the manager’s account is inactive.
Example
A deal funds with a $10,000 Lender Commission. The originator Tess is on 30% and reports to Jane, whose override is 3%. The closer Mike is on 20% and reports to Bob, whose override is 2%.Frozen when the deal funds
The manager and the rates are recorded on the deal’s Rep Commissions when it funds. Moving a rep to another manager, or changing anyone’s rate later, doesn’t change deals that already funded.Changing them
When a deal is marked funded, the Finalize Funded Deal window lists every Rep Commission and override it will create, and what the brokerage keeps.- Admins (anyone with the edit permission in the Rep Commissions area) can change a percentage, remove a row or add one, for that deal only.
- Everyone else sees them read-only.