CommissionTrac Teams enable your brokerage to organize and group individuals into unique Teams. Teams can be utilized to segment offices, brokers, and locations. Default Commission Share Percentages can be setup to simplify the data entry process and mitigate human error while creating a voucher.
Follow these steps to create a new Team for your account. You are able to create an unlimited about of teams for grouping. If you do not see the Teams option available in Settings please reach out to [email protected] for more information.
Go to Settings
Select Teams under People
Select New Team
Add a Team Name
Select the Drop Down and add Users
Assign Default Commission Share Percentages to Team Members if applicable
Note: If Commission Share Percentages are assigned to Team Members, selecting the Team on a specific voucher will autofill all Team Members and corresponding Commission Share Percentages. These percentages can be edited on the voucher.
Combined Team Commission Share Percentage cannot surpass 100%.
Selecting Teams on a Voucher
Go to the Agents tab of a voucher
Under the Inside Agents section select a Team from the dropdown menu
The corresponding Team Members will autofill in the Inside Agents section
If configured, the default Commission Share Percentages will autofill
Note: Inside Agents and Commission Share Percentages can be edited.