Agent Financials Listing
On the Agent Dashboard screen, click the “Show Financials” icon to open the Agent Financials Listing. When the user clicks the icon, the Agent Financials… Read More »Agent Financials Listing
RTO agent payments
Agent Financial Tile
Agent Dashboard > Agent Financial Tile This tile includes a link that opens the Agent Financial Transaction screen, allowing you to drill down and view commission… Read More »Agent Financial Tile
Agent Commission Payment
Marketing Menu > Agent Dashboard > Agent Commission Payment Step 1 On the Agent Commission Payment screen, you can view commission invoices for agents in a… Read More »Agent Commission Payment
Enrolment Dashboard – New Agent
Enrolment Dashboard > Financials tile > Agent The Enrolment Dashboard features a Financial tile that provides functionality related to linking new agents. By accessing the… Read More »Enrolment Dashboard – New Agent
Agent Transactions
Finance > Agent Transactions The Agent Transaction screen allows you to manage and track all financial activities related to agents. From this screen, you can… Read More »Agent Transactions