Set it
1
Open Settings → Team → Members
Each member’s current percentage shows on their row, for example 10% commission.
2
Edit the member
Open the member’s ⋯ menu and click Edit.
3
Change Commission %
Enter a number from 0 to 100 under Commission % on User Info. Decimals work too, for example 12.5.
4
Click Save
How it’s used
When someone marks a deal funded, the Finalize Funded Deal window records the Lender Commission from the Points (%) you enter (funded amount × points), and a PSF if you enter one. Then Rep Commissions are created:- The deal’s originator and closer each get their own Commission % of the Lender Commission, and of the PSF if there is one. If one person is both originator and closer, they get one share, not two. Managers can also get an override on top, see Manager overrides.
- Admins can change the rows in the funding window for that deal only. Everyone else sees them read-only.
What changing it affects
- A new percentage applies to deals funded after you change it.
- Rep Commissions already created keep the percentage they were created with.
- Someone on 0% gets no Rep Commission on a deal unless an admin adds them under Rep Commissions when funding.
Common problems
A rep got no Rep Commission on a funded deal
A rep got no Rep Commission on a funded deal
Check that they were the deal’s originator or closer when it was funded, that their Commission % isn’t 0, and that points or a PSF were entered when funding. If an admin removed them from Rep Commissions when funding, they get nothing on that deal.
The percentage was wrong when a deal funded
The percentage was wrong when a deal funded
Changing Commission % now doesn’t change Rep Commissions already created, and the Rep Commissions page only changes a commission’s status, not its amount. Contact support to correct the amount. See Getting help.
Our splits don't add up to 100%
Our splits don't add up to 100%
They don’t need to. Each person’s percentage is their share of the Lender Commission, and whatever isn’t split out stays with the brokerage.