Agent Portal
Admin > Site Settings > Agent Portal Settings The Agent Portal Settings screen allows you to set permissions for the tile you want to show… Read More »Agent Portal
TEAMS software Australia
Agent Pending payment – Business Rules
Before using the pending payment welcome screen or processing any pending payments, there are several important business rules that you should follow to ensure… Read More »Agent Pending payment – Business Rules
Agent Pending Payment Step 2
Marketing Menu > Agent Dashboard > Agent Pending Payment Step 1 > Agent Pending Payment Step 2 On the Agent Pending Payment Step 2 screen, the grid will display all… Read More »Agent Pending Payment Step 2
Agent Pending Payment
Marketing Menu > Agent Dashboard > Agent Pending Payment Pending payments for an agent refer to commissions or fees accrued by the institution but not yet disbursed to… Read More »Agent Pending Payment
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 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
Agent Payment Final Confirmation screen
Marketing > Agent Dashboard > Agent Commission Payment step 1 > Commission payment step 2 > Agent Payment Final Confirmation This is the payment confirmation step… Read More »Agent Payment Final Confirmation screen
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