1) Create a Cash receipt
- Click on the cash receipt icon and the Plus to create a new transaction.
- Select Mortgage referral
- Enter information for the reference cheque received without forgetting the name of the banking institution.
- Download (optional) all documents related to the referral into the Documents section
- Click on the Submit deposit icon to save.
2) Locate the cheque of the mortgage referral
Modules >Mortgage Referrals
-Choose the reference to process
In the Mortgage referral Distribution section, click Plus.
- Select: - Linked to a transaction
- Choose the transaction
rem: you can also choose: independent of a transaction and enter customer data manually
- Enter the referral amount
- Split the distribution between (s) agent (s) involved (s)
- Save
REM: If the check includes several references, you must rather click Save and Continue and
repeat the process with the new reference.
- Office Bonus
In some cases, it is possible that the agency receives a subsidy. You must then enter the amount without taxes and choose the appropriate GL account.
When all the fields are complete, click on PROCESS at the top of the page to get to the next step.
3) Payments to broker (s) / agent (s)
-Click On Transactions
-Edit the Mortgage referral in question (should appear on top of the list)
-Click On disbursement
In the "Disbursements to Agents" section, apply the steps for cashing a transaction as you would a normal transaction.
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