Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Canceling a mortgage referral when an agent / broker has been paid

In the disbursements section of the transaction

  • Go to Disbursements to Agents

  • Select your agent and click on the magnifying glass

    Image Added

  • Click on the warning sign to cancel the payment

    Image Added
Note

If the payment was made in a different month and you have closed your accounting for that time, make sure to put the present date before canceling.

If the month has not been closed, you can select the original date to cancel the operation.

Follow steps 2