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Article ID:                  4226

Subject:                    How to Enter Agent 1099 and Production Balances

Last Modified:         December 04, 2013


Applies to:                Pro Gold i2 2.xx, 3.xx


Summary:  A bulk property is used to enter/establish closing data for agents such as Listing/Selling Volume, Gross Commission, 1099 information, etc.


Procedure:  Enter a bulk property into Pro Gold i2. Create one “bulk property” per agent that will include all closing data as of a specific date.


          Select Work with Properties in the Properties Tab.

          Click on the “New” button to add a property.

          Fill out the Property Tab of the property.

-          Property Name: Enter “Bulk: Agent Last Name, Agent First Name” to identify the property (is: Bulk: Doe, Jane)

-          Close Date: the date responding to the end of the period.

-          Property Type: select “Other”.

          Select the Agent Tab.

-          Select the appropriate and assign a side.

-          Enter the production data as necessary (see section on Specific Types below for details on what to enter).

          Note: If amounts for listing and selling side are being entered within the same bulk property, select the same agent for each side and enter the corresponding data.

          Return to the Property Tab and change the property status.

-          Property Status: select “Closed”.

-          Once the Status is changed to Closed, the property record will lock itself to prevent accidental change to the property information.

          Specific Types of Bulk Property Entry

-          For Agent Production/Beginning Balance Data:

          Create the bulk property (as above)

          In the Agent Tab, select the agent for the listing side and enter the volume and unit listing data for the agent.

°          Enter commission  level data as desired/needed (ie: Agent Gross Earnings in Gross Comm. Field, GCI in Adjusted Gross field, etc)

          Then select the agent for the selling side and enter the data pertaining to the selling side for the agent.

-          Establishing productions levels for Revolving Monthly Commission Plans: a bulk property must be entered for each month in the plan period (ie: a bulk property for Jan 08, a bulk property for Feb 08, etc)

-          Agent 1099 Beginning Balance Data:

          Create the bulk property,

          Select the appropriate agent for the property and assign the selling side.

          Under the Position field, select “1099”.

          Change the “Unit” to 0.

          Enter the total dollar amount for the period in the 1099 field.

         Assign the Property Status to Closed.


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: Bulk Property, Setup Commission Production Levels, 1099 Beginning Balance, 4226

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