Client Credits should be added under the “Fees” section of the commission form.
Agents may contribute commissions to clients as long as the contribution is paid solely from the agent’s portion of the commission.
Complete the following fields to add client credits on the commission form:
- Fee Type: Select Fee type as Client Credit
- Amount: Enter the $ value of the fee
- Paid To: This will default to the contact entered in the Settlement Company section.
- Paid By: Select the Agent from whom the credit amount will be deducted.