Application Dashboard > Application profile Tile > Link Agent
Overview
The Link Agent feature allows you to associate an agent with an application and automatically calculate their commission based on a predefined template. Agents can only be linked to applications that are active.
To use this, click on the Link Agent icon, a popup will appear with a search field. Use this to find and select the agent you want to link. After selecting the agent, click Update to confirm.
Once linked, the agent’s commission will be automatically calculated based on the commission template associated with them. You can view the financials before and after linking initially, the commission column will show $0. After linking, it will display the calculated amount.
An Agent tab will also appear, where you can view detailed agent financials related to the application.
Note – Agents can only be added to applications that are neither converted nor cancelled.
If needed, you can also delete a linked agent. Click the Delete icon, confirm the action in the alert popup, and the agent along with their commission amount will be removed.