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How to Process a Mortgage Referral
Published Oct 20, 2022
How to Process a Mortgage Referral
Go to Mortgage Referral
Step #1 Create a Cash Receipt
Fill in all the required information and then press SUBMIT
Make sure to put the name of the financial institution
Amount of cash receipt must be the amount of the check WITH taxes
Step #2 Process the Cash Receipt
Go back to the mortgage referrals
Click on the pencil to open the cash receipt
In the cash receipt, the amount for the brokers must be distributed
Step #3 Mortgage referral distribution
There is 4 options for the type of references
Cancelation of a previous disbursement
Office Bonus
Independent of a transaction
Linked to a transaction
To Link to a transaction
Choose the transaction to which you want to link the reference
Set the amount of the payment - Commission to be distributed
Step #3 Adding an Agent.
Then press save and close.
Then press save and close again.
Step #4 Finalise the cash receipt
Press Process
Step #5 Pay the Agent
Go to transaction and press the pencil next to your mortgage referral
Ensure that the transaction type is a mortgage referral
Then go to disbursement in the transaction
When in disbursement , pay agent as per usual
Finished!
, multiple selections available,
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