Adding a New Commission

AGENTVIEW CRM

Overview

The Add Commission feature in AGENTVIEW allows you to create a new transaction record and calculate your earnings based on either a percentage-based commission or a flat amount. This process ensures that each deal is properly tracked and that your commission is accurately recorded, including any applicable adjustments such as fees or credits.

Accessing the Add Commission Form

To add a new commission, navigate to the Commission Tracker and click the “Add Commission” button. This will open the commission entry form, where you can input all relevant transaction details.

Step 1: Enter Transaction Information

Begin by entering the basic details of the transaction. This includes:

• Transaction Name – A descriptive name for the deal (e.g., property address or client name)
• Type – Select the transaction type (Purchase Listing, Listing for Sale, Listing for Lease, etc.)
• Status – Choose the current stage of the transaction (Active, Pending, Sold/Leased, Expired, etc.)

Providing clear and consistent information will help you easily identify and manage your transactions later.

Step 2: Enter Sale Price

Enter the Sale Price of the property. This value is used when calculating commission for percentage-based transactions. If the transaction uses a flat commission, the sale price can still be entered for reference purposes.

Step 3: Select Commission Type

Choose how you would like to calculate the commission:

Commission-Based

Select this option if your commission is based on a percentage of the sale price. You will need to enter:

• Commission % – The total commission percentage for the deal
• Your Split % – The percentage of the commission that you receive

AGENTVIEW will automatically calculate your base commission using these values.

Amount-Based

Select this option if the commission is a fixed amount. Enter the flat commission amount, and AGENTVIEW will use this as your base commission.

Step 4: Add Adjustments (Optional)

After entering your commission details, you may add adjustments to account for additional costs or credits associated with the transaction.

Click the “+ Add” button in the Adjustments section to create a new entry. For each adjustment, provide:

• Label – A description of the adjustment (e.g., “TC Fee,” “Broker Fee,” “Referral Fee,” or “Client Credit”)
• Type:
  • Subtract – Deducts the amount from your commission
  • Add – Increases your commission
• Amount – The dollar value of the adjustment

You can add multiple adjustments as needed. Each one will be applied to your commission automatically.

Step 5: Review Net Commission

As you enter commission details and add adjustments, AGENTVIEW will calculate your Net Commission in real time.

The calculation follows this structure:

Base Commission ± Adjustments = Net Commission

This value represents your true earnings for the transaction after all fees and credits have been applied.

Step 6: Assign Transaction and Contact

Optionally, you can link the commission to existing records within AGENTVIEW:

• Assign a Transaction – Select a related property or transaction
• Assign a Contact – Link the commission to a CRM contact

This helps keep your data connected and organized across the system.

Step 7: Save the Commission

Once all required fields are completed and you have reviewed your net commission, click Save to create the commission record.

AGENTVIEW will store:

• Transaction details
• Commission inputs
• All adjustments
• Final net commission

Important Notes

• Adjustments are optional but recommended for accurate tracking
• If no adjustments are added, the Net Commission will match the base commission
• All commissions can be edited later from the Commission Details page

Best Practices

• Use clear and consistent naming for transactions
• Always verify commission percentages and splits
• Add adjustments for all fees and credits to ensure accuracy
• Review your Net Commission before saving

Summary

Adding a new commission in AGENTVIEW allows you to track your earnings with precision and flexibility. By entering accurate transaction details, selecting the appropriate commission type, and applying adjustments where necessary, you can ensure that every commission record reflects your true net income.