As an adviser, it's important to be able to keep track of the commission you have received, so you can see how your business, and everyone in it, is progressing. There is an easy way on Trail to download your mortgage commission spreadsheet for a specific period of time.
To download your commission spreadsheet:
1. Go into the Reports tab
This can be seen by the icon that looks like a graph in the Navbar.
2. Make sure you're in the 'Opportunities Completed' section
3. Choose a date range for the commission export
4. At the bottom of the page, click 'Download Commission Export'
From here, an Excel spreadsheet will be downloaded containing all Opportunity and settlement information, for your reporting purposes.
