For an RTO, Agents play a key role in their Student Recruitment. Managing their commissions and bonuses can be cumbersome and overwhelming. Setting them up correctly not only ensures accurate reporting and smooth financial processes but also gives your RTO the clarity and control needed to grow faster and more confidently.
What you will Learn
This video and guide will walk you through the full Agent Overview Setup process in TEAMS, including:
- Creating an Agent Profile – Record agent details for accurate recruitment tracking.
- Activating the Agent – Enable the agent to be linked with students and applicants.
- Setting Up Commission Templates – Predefine commission percentages, set defaults, and manage optional templates for flexible agreements.
- Linking Agents to Students or Applicants – Connect agents directly through enrolments for seamless commission tracking.
Why This Matters
- Efficiency – Save time with predefined commission templates.
- Flexibility – Manage multiple agent agreements with ease.
- Accuracy – Ensure commissions are calculated and reported correctly.
- Growth – With the right setup, agents become a reliable driver of student enrolments and long-term RTO success.
Watch the video to see the full Agent Overview Setup process in action.