Compensation can be set and calculated directly from the Lendesk's Commissions page. This can apply to multiple products in one application.
To access the compensation page, first open the desired application and then click on Commissions from the menu.
Setting Commissions
Inside the Commissions page, first click on ADD COMMISSION and choose the desired category.
You can set a commission amount by clicking the field under BPS in the Finder's Fee row. Lendesk will automatically calculate the dollar amount.
You can also add additional compensations by clicking ADD COMMISSION again and choose "Other". It can be renamed by clicking the default "Other" name. The value can be manually set by click under the Amount column.
You can remove compensations by clicking the "x" icon on the right side of each row.
Commission Split
Commissions can be divided as desired between agents, co-agents and the firm.
1. To add an agent or co-agent, first head to the Overview page from the left side menu. Scroll all the way to the Collaborators section.
2. Click on ADD USER to add an agent to the application with who the commission can be split. This will open a drop down menu with all your existing agents.
3. Once selected, you can chose to make that new agent the primary agent using the dropdown option under the Role column.
4. In order to change the commission distribution, head to the Commissions page. In the Commission Split section, simply change the percentage% amount in the field under the Split column. Lendesk will again automatically calculate the dollars amount.
