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Agent Tracking

Agent, together with the Sales module make up the heart of the REALedger system.  In this module you can maintain records about each agent. This information includes his or her deductions and commission structures.  You will also track the agents’ earnings, charges, and 1099 data.

REALedger will help:

  • Track 1099 data – both current and historical
  • Track calendar & anniversary earnings for agents
  • Define breakpoints for agent commissions
  • Manage agent charges
  • Keep information about sales in one place
  • Apply on-account agent payments
  • Post recurring agent charges
  • Create over 40 meaningful reports about agents such as:
    • Statements
    • Activity Report
    • Charges
    • Book of Business Information
    • Budget Worksheet
    • Charge Analysis
    • Desk Fee Billing Report
    • Commission and Recurring Charges
    • List/Sold Volume Report
    • Split/On Track Report
    • Create your own custom reports

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