Agents and commissions

Give agents the pages they need and work out what you owe them.

Steps

1. Under Settings > Users, give a person the Agent role. Agents see only Marketing, Invoices, Clients, Parcels and Protests.
2. Open Agents to assign neighborhoods to the agents who work them.
3. Choose Commission rules next to an agent to set how they are paid.
4. Open Commissions to see what each agent has earned from the invoices, and mark it paid.

More help

• Set up your firmSign up, sign in and invite your team.
• Add clients and their parcelsBring in clients and find their properties in the county records.
• File protests by neighborhoodFile for every client parcel in a neighborhood at once, with the Notice of Protest filled in.
• Keep track of deadlinesSee what is due, and get a daily email of it.
• Prepare hearings and work offlineDownload hearing packs and open them at the hearing with no connection.
• Split a parcel between co-ownersBill each partner for their own share.
• Give clients a promo codeA percent off your protest fee, or a dollar credit.
• Your logo, email and languagesPut your firm's brand on everything your clients see.

All help topics