Welcome to CommercialEdge Commissions.
With just one platform, you can easily navigate your deal data, commissions, invoice status, and other critical reports. No more spreadsheets or manual tracking systems.
Note: You will need to be assigned the Agent role to access this functionality
Agent Portal Overview
This role is designed for individual contributors. In the Agent Portal, you will be able to track listings, create new vouchers, send invoices, and run reports based on your contributions.
In this overview, we will cover everything you need to know about the Agent Portal and how you can use it to streamline your tasks and manage your commissions more efficiently.
1. Opportunities
Leverage the Opportunities module to keep track of deals that are still in your pipeline, know where in the process each deal is, and understand what your potential income is from those deals.
As a potential deal starts to come together, input the information you have into CE Commissions as a new Opportunity.
When the deal closes, mark it as "Closed - Won" and easily convert all of the data into a new Voucher.
2. Vouchers
Organize all transactions into digital vouchers with deal data, commission splits, invoice dates, and other key metrics using one dynamic real estate commission tracking software.
Vouchers are the backbone of CE Commissions, where all deal data is stored and from which all Commissions Receivables and related Agent Distributions are managed.
Improve productivity with accurate, real-time data on broker contributions and pipelines
3. Approvals
This system is designed to ensure that every voucher goes through a thorough review and check process before it is submitted as active. This helps to prevent any errors or discrepancies from occurring and ensures accurate deal data.
Approval workflows are user-friendly and easy to manage, making it convenient for you to monitor the progress of your vouchers.
4. Invoices
Once vouchers are active, effortlessly view and manage all commission-related invoices for your vouchers. Easily email invoices directly to customers and get notified when payments are received.
Send Invoices
Track Payment Status
Payment Notifications
5. Payments
View all commission payment details in one portal. Keep track of your year-to-date earnings.
6. Reports
Access a full suite of commission reports, from production to payment history and aged receivables. Easily download any report to a preformatted PDF or Excel file.
Most Viewed Reports
Agent Commissions - View year-to-date gross and net earnings
Production & Volume - Total transaction volume and deal production
Aged Receivables - View all aged commissions by date and status
Future Receivables - Forecast future commissions based on active vouchers
User Notifications
Receive email notifications when in-app updates occur.
Voucher Approval: Receive email notifications when vouchers you submit for approval are approved or rejected.
Invoice Notification: Receive email notifications when an Invoice for a Voucher you are on is sent.
Deposit Notification: Get notified when checks are received and deposits are posted against vouchers you are associated with.
Payment Notification: Receive notifications when an Agent Payment has been processed.
