Brokers

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TFS Admin Guide - Table of Contents

Documentation Disclaimer

The Brokers screen is designed to enter or modify broker details.

Opening the Brokers Screen - Click here to expand...

From the Administration menu, select Entity then Brokers.
From the sidebar, select Entity then Brokers.

New brokers should not be created in this screen. You should create them as part of the How to Add a New User process

Editing the Broker - Click here to expand...

The General Group - Click here to expand...

Shows the Entity information and optionally the Team that the broker is attached to.

The Brokerage (Non Incremental) Group - Click here to expand...

Is where you configure the brokerage information.

Brokerage %: Enter the brokerage percentage of an application brokerage earnings that this user keeps.
Volume Brokerage: Enter the percentage of volume brokerage earnings that this user keeps.

The Brokerage (Incremental) Group - Click here to expand...

You can then enter up to 6 incremental values and specify the percentage of the brokerage revenue that will be paid to the broker dependent on the total brokerage.

Increment 1 will always start of a 'From $0.00 and cannot be changed. As you enter values in the subsequent Increments the Unlimited moves down to the increment that you have just entered.

The From value refers to deals that are greater than the value.

The Credit Licence Group - Click here to expand...

Add the Brokers credit license information

The Disclaimer Group - Click here to expand...

Add the Brokers disclaimer that will be displayed on invoices.

System User Broker Permissions Group - Click here to expand...

Tick the brokers that this broker has access to

The Finance Shop KB

Brokers

Analytics

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