The Revenue screen lists all revenue associated with the finance application. This will include brokerage from the calculations in addition to any documentation and other charges created as fees.
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| title | Opening the Revenue Screen - Click here to expand... |
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| - From the Application menu, select Revenue.
- From the sidebar, select Application then Revenue.
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| title | How to Add a Revenue Item - Click here to expand... |
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- Click the New button. The Revenue dialog will be displayed.
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- Enter the revenue details.
- Click the Split tab.
- Enter the split details.
- Click the OK button.
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Note: Default is 100% Broker. Splits are only required if the revenue is to be split between parties. |
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IMPORTANT CONCEPTS - The Primary Revenue type Application Brokerage cannot be changed in this dialog. This can be edited on the Brokerage section of the Calculations screen.
- At any time users can create new fees for an application. Doing so will require re-calculating on the Calculations screen.
- Revenue splits can be created from this screen.
- To create a split from an existing template, from the Template drop-down list select the required split template.
- To create new revenue split, click the New toolbar icon.
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