Commission tracking and split calculations

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Transaction closure detected

   Workflow initiates when a real estate transaction is marked as closed or funded in the transaction management platform. Transaction details including sale price and agent information are captured.

   DotloopSkySlope
2. 2

   Action

   Retrieve agent commission structure

   Pulls the assigned agent's commission split percentage and any special terms from their profile in the CRM. Retrieves brokerage commission rates and fee structures.

   SalesforceFollow Up Boss
3. 3

   Decision

   Check for referral fees

   Determines if the transaction involves referral fees to other agents or brokerages. Routes to different calculation paths based on referral presence.

   KvCORESalesforce
4. 4

   Action

   Calculate commission amounts

   Computes total commission earned, agent split amount, brokerage portion, and any referral fees. Applies transaction fees and adjustments per company policy.

   Salesforce
5. 5

   Action

   Generate commission statement

   Creates detailed commission breakdown report showing calculations, splits, and net payment due to agent. Logs the statement in agent's transaction history.

   DotloopSalesforce
6. 6

   Action

   Update agent compensation records

   Records commission payment in agent's compensation tracking and updates year-to-date earnings. Triggers accounting system integration for payment processing.

   Follow Up BossSalesforce
7. 7

   Output

   Deliver commission documentation

   Sends commission statement to agent and accounting team via email. Creates payment authorization for accounts payable processing.

   Salesforce

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