Link Agent
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… Read More »Link Agent
TEAMS academic setup
Agent Entry Screen – Burger Menu
Marketing > Agent > + Agent > Agent Burger Menu In the Agent burger menu, you will find three additional options: Note: In Contact Information… Read More »Agent Entry Screen – Burger Menu
Commission Templates
Marketing > Commission Templates Overview A commission template specifies the percentage amount that will be paid to the agent for their services. The Commission Template… Read More »Commission Templates