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 checque 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 Detail 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.
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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