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Setting up Graduated Scale Commission Plan for Agents with Special Deal

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There are many cases where users have a graduated scale that is used to determine the commission split on an agent profile, but some agents have a "special deal".  The typical use case is this:

  1. A graduated scale "resets" at some low split then moves up (like 50/50 and potentially advances to 90/10).
  2. Upon reset, the user want a certain agent to NOT roll all the way back to 50/50 but the agent should never take more than 70/30
  1. Set Up the Graduated Scale template
  2. Set up the deduction rule for the Graduated scale
  3. Set up the Agent's Commission Profile

I. Set up the Graduated scale template

  1. Click Formulas menu
  2. Click Scales submenu
  3. Click new
  4. Enter the name of the scale template
  5. Click save
  1. Enter the min amount
  2. Enter the max amount
  3. Enter the fixed amount (if applicable)
  4. Enter the percentage
  5. Click '+' button to add another line to the scale
  6. Click save

II. Set up the deduction rule for the Graduated scale

  1. Click Formulas menu
  2. Click Deduction rules submenu
  3. Select Company $
  4. Click new
  1. Enter the name of the deduction rule
  2. Select the deduction from the dropdown menu
  3. Click Next
  1. Select the commission plan from the dropdown menu
  2. Click Next

The user could also select the agent commission subplan (if applicable to the deduction rule) from the dropdown menu.

If there is no commission subplan assigned to an agent, the user may skip step 3: apply this formula for properties with the following commission plans and proceed directly to the step 4: apply this formula for properties with this classification.

  1. Select the transactions types from the dropdown menu
  2. Select the accounting code from the dropdown menu
  3. Click Next
  1. Select the whether this deduction should be applying to agent or office generated transaction
  2. Select the seller source (list) from the dropdown menu
  3. Select the buyer source (sell) from the dropdown menu
  4. Click Next
  1. Select the office to which this formula will be applied
  2. Click Next
  1. Select the side to which this formula will be applied
  2. Click Next

If the user selected list side from the dropdown menu, make sure the seller source is filled in.

If the user selected sell side from the dropdown menu, make sure the buyer source is filled in.

If the user selected ALL from the dropdown menu, both buyer and seller source should be filled in.

  1. Add the additional criteria by clicking the '...' ellipsis button
  2. Click Next
  1. Select the formula type
  2. Click Next
  1. Select the based on (total) from the dropdown menu
  2. Select the scale template from the scale to use dropdown menu
  3. Click the '...' ellipsis button to set up the formula
  4. Click Next
  1. Select the cap deduction based on (if applicable)
  2. Enter the fixed amount or percentage to charge after the CAP has been reached
  3. Click Next
  1. Review the deduction rule information
  2. Click Save

III. Set up the Agent's Commission Profile

  1. Click People menu
  2. Click Commission submenu
  3. On the grid, enter the "not more than" percentage on the pct column

In this way, the Agent will never have a split lower than the % on their profile

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