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Transactions
Transactions
Commission Details Page (11)
Add or Edit Agents on a Pending Transaction
Fee Management on Transaction
Commission Detail - Action Buttons
Distributions Section
Adding a Concession
Add a Person for Disbursement
View all 11
Transactions Articles (8)
Adding a New Transaction
Transaction Management Task Projects
External Referrals
Process Transaction from Open to Closed
Enter an Other Income Transaction
Enter Agent Bank Information & Set Settlement Preference
View all 8
Escrow Management (4)
How to Hold Escrow for a Transaction that Fell Through and then Transfer
Escrow Management
Create a one-page Transaction Escrow Breakdown
Adding and Revoking an Escrow Deposit
Commission Schedule Management (10)
Create New Commission Schedule
Assign New Commission Plan from Library
Edit a Commission Schedule
Manually Renew a Commission Schedule
Fee Bank Management
Set a Transaction Coordinator/Assistant in Fee Bank for Default Payout
View all 10
Brokerage Settings (3)
Overview of the Control Panel
Transaction Tag Management
Commission Source Allocation to CDA