Navigate to the Deal, enter/update details
Add all parties to the deal
Navigate to the Deduction menu, add or override any deductions that aren’t set to auto-calculate
Click on ‘Add Deposit’ menu, recording the deposit to the bank account you will or have deposited to
If holding more funds than you will be disbursing as Commissions, click ‘Release Deposit’ to create a Release of the excess funds
If the Deposit is held in a Trust/Escrow account that commissions are NOT paid from, Click on ‘Transfer funds’ menu to Transfer funds to the bank account Commissions are paid from
To pay your Agent or Outside Brokerages, click on the ‘Payout Commission’ menu
Payouts can be set to be not payable if your Agent is paid at the table OR expand the Agent's payout summary to pay out partially
Click on ‘Pay’, ‘Post’, or ‘Pay All’ depending on the status (payable/not payable)
If each party is paid individually, the last payout will prompt you to ‘Yes, close the deal’ or ‘No, take me to the activity page’ Either way, you will next be taken to the Transactions page where you will see the deal’s transactions but selecting Yes, will mark the deal status Closed rather than you having to do this manually.