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The Revenue report is the money side of the account: what you earned on the deals funded in a period, what was actually paid, what lenders still owe, and what the house keeps after paying reps. It’s for admins only. Open it from the dashboard: Business tab → Revenue card → See full report. For the period, comparison, filters and downloads, see Reports.
The Revenue report with Earned, Received, Outstanding, Rep Commissions, House keeps and Funded, a chart and the Breakdown table.

The Revenue report for the last 12 months: the figures, Earned vs received by month, and the Breakdown.

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The figures

Under the figures, Earned is made of splits Earned into Commission, PSF, Bonus and Clawbacks, so you can see where it came from. See Lender Commissions for how these are recorded. Click Earned, Received, Outstanding, Rep Commissions or Funded to list what’s behind it.

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Earned vs received

The chart shows, for each week or month of the period, what was earned (bars), what was received (lighter bars) and what the house kept (the line). A gap between earned and received is money you’re still waiting on.

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Breakdown

Switch between three views:
  • By lender: each lender’s funded amount and deals, what you earned from them and at how many points on average, what they’ve paid, what they still owe, and any clawbacks. Click a lender for its Lender Commissions.
  • By rep: each rep’s funded deals, what those deals brought in in Lender Commissions, their Rep Commissions, and what the house kept on those deals. A deal counts for its originator and its closer, so a deal two reps worked shows on both rows, and the Total row counts it once. Deals with no owner have their own row.
  • Coming in: every Lender Commission not received yet, overdue ones first with how many days late, then by expected date. Click one to open its deal. When the list is long, See all opens the full list.
The Revenue report's Coming in view listing commissions with their expected date and days overdue.

Coming in: Lender Commissions not received yet, overdue first.

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When a commission is paid

Mark the Lender Commission paid on the Lender Commissions page. It moves from Outstanding to Received for the period of its paid date, and leaves Coming in.

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Common problems

Earned counts Lender Commissions on advances. Mark the funded offer as funded with its commission, see Marking a deal funded, or add the commission on the Lender Commissions page.
That’s expected: Earned is about the deals funded in the period, Received is about money paid in the period. A deal funded at the end of a month is usually paid the next month. Outstanding and Coming in show what’s still to come.
Revenue is for admins only. Managers have Production, Lenders and Pipeline for their reps’ deals.