Set the commission from the client as a rate or a fixed fee, and the deal carries the math from then on.
A percentage of the loan amount or a flat fee — either way the estimate updates as the deal does.
Commissions and referrals sit beside the loan request, not in a spreadsheet nobody trusts.
Add a referral payout and team payouts, each with its own rate, calculated in the right order automatically.
Referral payouts come off total commission, team payouts off what remains — the cascade is handled for you.
Every change to a rate or split updates net earnings instantly.
When the deal closes, generate a clean client-ready invoice straight from the commission.
The invoice inherits the deal, the parties, and the amounts already on record.
A professional document that matches what the deal says it pays.
Estimates, totals, and net earnings update with the deal.
Referral and team payouts are visible, ordered, and auditable.
The invoice comes from the deal record, not a template someone fills in.
