Automatic Allocations or Splits
๐ฏ Quick Summary
Allocations (or splits) are automatically created when a deal is set up or when people are added. Internal agents always get automatic splits, while outside brokerage allocations depend on deposit settings and brokerage configuration.
Allocations (or โsplitsโ) are automatically created when a deal is set up or when people are added to it.
Think of them as the system saying:
๐ โWho gets what share of the commission?โ
There are two groups that can receive automatic allocations:
- Internal agents (your brokerage team)
- Outside brokerages (the other side of the deal)
๐งโ๐ผ Internal Agents (Your Team)
Internal agents are people who work at the same brokerage that owns the deal.
When a deal is created or an internal agent is added:
โจ the system automatically creates an allocation for them.
๐ก Default Rule
Splits are shared evenly across everyone on that side of the deal.
If there are 3 agents on the SELL (Buy) side, the commission is split evenly by default (1/3 each). You can override this at any time by adjusting the percentage or dollar amount for each agent.
๐ Example
- Chloe creates a deal
- Sell commission = $9,600
๐ Chloe automatically gets 100%
Then:
- Chloe adds teammate Rebecca Chun
Now:
- Chloe = $4,800
- Rebecca = $4,800
๐ซ Removing Agents
If an internal agent is removed:
- Their allocation is also removed
BUT:
- If theyโve already been paid out, they cannot be removed due to record-keeping rules
๐ข Outside Brokerages (The Other Side)
Outside brokerages represent the other side of the transaction (buy or sell side).
Outside agents belong to those brokerages.
๐ฐ When Allocations Are Created
Outside brokerage allocations are only created when:
- Your brokerage is holding the deposit
- Your brokerage is responsible for payout
- your Brokerage settings allow automatic allocation creation
โ๏ธ How It Works
When creating a deal, you choose:
๐ Who is holding the deposit
This determines whether the outside brokerage will be paid through your system.
If enabled:
- The system automatically creates an allocation for the outside brokerage
๐ง In Simple Terms
- Internal agents โ always auto-split evenly
- Outside brokerages โ only auto-split when deposit + settings allow it
๐ Key Takeaway
Automatic allocations ensure commissions are distributed fairly and consistently without manual setup. Internal splits are always automatic, while outside brokerage splits depend on deposit handling and brokerage settings.
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