Commission turns a closed deal into a payout. You declare the case — the price, your commission rate, which side of the deal you handled and who handled it — and the system works out what everyone is owed, including the introducers above the agent who sold it.
Two steps, on purpose
Case Declaration is where an agent records the deal. Any team member with a seat can declare their own cases. Commission is where the money is worked out and approved, and only the org owner or an admin can touch it. Declaring a deal and approving a payout are different jobs, so they are different screens.
The whole flow, end to end
A commission is the last step of a chain, not a form you fill in on its own. Each step exists because it carries a fact the next one needs.
- Calculator — work out the buyer's affordability. This is where the purchase price comes from.
- Progress — open a record against that calculation and track the deal through the loan and the agreements. A case can only be declared against a progress, so this step is not optional.
- Case Declaration — once the deal is done, the agent records it: the price, the commission rate, which side(s) were handled and by whom. Any seated member can declare their own.
- Commission — an owner or admin works out the payout from that case, checks it, confirms it, and marks it paid.
If a deal is missing from the progress picker when you go to declare it, the deal has no progress record yet. If a progress is missing, its calculation link is the thing to check.
Seats
Pro includes one seat — the owner. A member only gets your organization's plan once they hold a seat, so before your agents can open Progress or declare a case, assign them one under Invite your team & seats. Extra seats are bought as an add-on.
Without a seat a member falls back to Free, where Progress and Commission are both blocked — the modules will simply not appear for them.
Setting it up — Commission → Settings
Do this once, before the first case. It is owner/admin only, and it is what the engine reads when it works a commission out. Three parts:
Case defaults
Pre-filled on every new declaration and still adjustable per case: the commission rate, and the buyer / owner side split — how the commission is divided between the two sides of a deal (the two must total 100%).
Pin the tier basis decides what a percentage rung is taken of. Left off, each deal uses its own purchase price. Pinned, every percentage tier is computed against one fixed amount you set — useful when uplines are paid off a standard figure rather than the actual transacted price.
Changing any default never moves the numbers on a declaration that already exists.
Designations
Your designation ladder — the ranks people hold. Each carries a percentage: the share of a commission side the person who sold it keeps. The remainder is what flows up the introducer chain. Members with no designation of their own fall back to the default.
A designation still held by somebody cannot be deleted — move those members first, or the delete is rejected.
Tier ladders
How much of a side flows up the chain. Each ladder belongs to one designation, and is read at the level equal to the holder's distance above the seller — so a Team Manager two rungs up draws from the Team Manager ladder's level 2, not from whatever rank the seller holds. Exactly one ladder per designation is active at a time. A rung can be a percentage or a fixed amount.
This is also why "not worked out" appears below: someone in the chain holds no designation, so there is no ladder to read.
Declaring a case
- Each case gets a number of its own —
CD2608-0001— issued when you create it, so you have something to quote from day one. - Link the deal to a Progress record and the purchase price fills in from its calculation. You can still change it: the transacted price and the calculated one differ often enough that forcing them equal would make people declare something untrue.
- Co-Agency — both sides handled in-house. You declare both, and name an agent for each (the same person may hold both).
- Co-Broke — you handled one side and another agency handled the other. Declare your side only, and record who the counterpart was. Picking your side pre-selects you as its agent; you can change it, because an admin may be declaring on someone's behalf.
Working out the commission
An owner or admin opens the case and chooses Work out commission. Each declared side is resolved on its own: the agent who sold it takes their designation's share, and each introducer above them earns from that designation's tier ladder.
The Who got paid panel shows each side as a chain — who sold it, then every introducer above them, with their rung and amount. On a co-agency deal where both agents share an introducer, that person is paid from both sides and is badged accordingly.
What the figures mean
- Not worked out is not the same as zero. It means somebody in the chain holds no designation, so their share cannot be calculated yet. Set it in member settings and choose Resolve. A commission cannot be confirmed while any share is unknown.
- Remainder is what is left on a side after everyone is paid. It can be negative — the chain earning more than the side brought in is a normal outcome, not an error, and the shortfall is borne by the agency.
Approving and paying
A commission starts as Pending. Confirming it says the figures are right and people can be told what they are owed — so from that point the figures are frozen. Completed means the money has gone out.
- Re-derive recalculates against your current designations and ladders. From a confirmed commission it also returns it to pending, because recalculating is un-committing and that should be visible. It is all or nothing — never one person at a time.
- A pending commission can be deleted outright. Once confirmed, cancel it instead: the record that people were told they were owed something is worth keeping.
- A completed commission cannot be re-derived or changed. Record a correction as a separate adjustment rather than rewriting a payout that has already gone out.
Changing a case after the fact
Once a commission exists, the case's figures and its agents are locked — changing who gets paid, or how much, underneath an existing payout would leave the two unable to reconcile.
To edit the case again, delete its commission — and that is only possible while the commission is pending. Cancelling the commission does not unlock the case; a cancelled commission is still a record derived from it.
To withdraw the case entirely, cancel it. That is refused while a confirmed or completed commission hangs off it, so cancel the commission first — then cancel the case yourself. Nothing cascades backwards: cancelling a payout says nothing about whether the deal happened.
What your team sees
Everyone on a chain sees their own earnings on the Dashboard — the case number, their role, and their amount. They do not see the purchase price, the agency's share, or what anyone else on the deal earned. The full picture is owner and admin only.