Overview
This guide explains how to record and track payments to team members — including agents, virtual assistants, productivity coaches, showing assistants, and transaction coordinators.
Cost of Sale Process
Step 1: Assign the Sale
Select the responsible team member from the "Whose sale is this?" dropdown. If someone is missing, navigate to the Team tab and add them under Team Members.
Step 2: Referral Fee
Determine if you are paying a referral fee on this sale.
Step 3: Team Member Compensation
- Select the agent receiving compensation
- Choose the commission type: percent-based or flat rate
- Enter the compensation amount
This selection should match "whose sale is this" unless it's a Rainmaker's sale. Rainmakers do not receive payment in this section.
You can allocate compensation to multiple agents or team members.
Step 4: Broker or Franchise Split
Indicate whether you are paying a broker split or franchise/royalty split.
Step 5: Additional Costs
Include any additional costs of sale.
Step 6: Review
View the calculated totals:
- Total Commission
- Total Cost of Sale
- Total Gross Profit