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[BrokerSumo] About: Cap Plan Report

Updated over 10 months ago

The Cap Plan Report shows Agents that are on a Cap Plan, the cap amount, and how much they've paid towards their cap since their rollover date.

This report can be filtered by specific date ranges, agent status and all offices or office locations.

Agents may also have access to this report in their profile for their specific transactions if enabled by an Admin.

To give Agents access, go to Settings > Permissions and turn on the permission.

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