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Article ID:                  4134

Subject:                    How to setup and process a referral commission

Last Modified:         June, 8, 2013


Applies to:                Pro Gold i2 2.0, 3.0


Purpose:  A referral commission earned typically results from the original commission closing and is processed as a unique transaction event. 


Procedure:  Setup/enter a property to process the commission


         Step 1:  Open a new record and enter the Address One field:


-          Recommend using following format: Ref: property address or name of referral company if address is unknown  (e.g., Ref: Blue Sky Realty)

-          Crest clients should use O/I category in Crest EDG which allows for address to be entered or none at all; when no address info is entered the Crest EDG import will populate the Crest Transaction ID as the address


         Step 2:  Enter Sale Date, Projected Close date, Sale Price and Pending status:


-          Sale Date will typically be the day you received the check

-          Projected Close Date will be day you are going to process the transaction

-          Sales Price is typically the amount of the check received


         Step 3:  Enter property type as Other or Exempt if transaction does not count towards commission level:


-       Re/Max clients must use Referral box near Property Type field in Properties Tab

          If checked, Volume and Units of this property are “notincluded in the Frames Export file

          To be used when transaction is a referral commission only


         Step 4:  Assign agent to side:


-      Typically will be a buyer referral so use Selling Side for “all” events


         Step 5:  Verify Gross Commission Amount on the Comm Tree Tab:


-      Gross Comm Amount on the Comm Tree Tab will typically be the Sale Price entered (i.e., the

    amount of the check received)


         Step 6:  Verify the Side GCI:


-      The Side GCI will be the Gross Comm Amount (you will have to manually override the default


-      Apply company deductions as necessary (Franchise clients may apply company level franchise


-      Select the Auto Calculate button to calculate the split


     Step 7:  Go to Agent Tab and verify the split results


-          Verify % (Can manually override percentage if the plan split does not apply to this transaction)

-          Verify Units and Volume (zero out these parameters at this point if the transaction does not apply to production figures)

     Step 8:  Process the commission:


-          Return to Comm Tree Tab and select the Process Commissions button

-          Complete as normal


References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:



          The Enhancement HelpNet links are located on the right side of the web page.


Related articles: N/A


Keywords: Referral, Commission, Closing, Setup, 4134

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