Changing or Removing An Agent's Fee Plan

Changing or Removing An Agent's Fee Plan


Change an Agent Fee Plan


To change an individual agent's Agent Fee Plan, go to the agent's profile in the User Management tab. Scroll to the Accounting section. From there, you can either choose to Change or Remove the Agent’s Fee Plan. 

To Change or Remove a group of agents from an Agent Fee Plan, go to Agent Fee Plans, click on the plan you want to remove agents from or assign agents to, and click on the three-dot action icon. Then, you can choose to Assign Agents or Remove Agents from the plan. 
​
To Change an agent's fee plan, simply click on the Change button to change the fee plan. Then select the plan you want to assign the agent to from the list that populates under New Fee Plan.


Once you have chosen the plan you’d like to switch the agent to, you can continue.


In the next screen you will need to choose the Next Bill Date for each Fee. You will also want to choose whether or not you want to Prorate this fee.  If you choose to prorate the fee, a charge will be created for tomorrow through the Next Bill Date. In this particular instance I have chosen to begin billing the full amount on 1/1/2023 and prorate the charges from 12/29/2022 until 1/1/2023. 

 

Once you have made your choices on this screen, continue to the next. 


On the next screen the agent's fees will appear for Unpaid and Paid fees that pertain to their plan, you will be asked to make a decision about what to do with each fee. You will have the option to Keep the Full Payment Outstanding, Waive, or Update to the Prorated Charge.  



Once you have made selections, you will hit the Continue button at the bottom of the screen.


In the next screen, you will be given the opportunity to review your choices and confirm the new plan you have selected.  You will be able to see exactly what will happen for each fee. 


Once you click Finish at the bottom of the screen, the agent's fee plan will be updated accordingly.


Notes
Please Note that you will no longer need to enter the Agent Fee Schedule Start Date.  The start date will be assigned on the day you assign a plan and may differ from the date the plan begins billing. 


Remove an Agent’s Fee Plan

To Remove an Agent Fee Plan, go to the agent's Profile. Scroll to the Accounting section. From there choose Remove the Agent’s Fee Plan. 

Once you click Remove, you will enter the Wizard to remove the agent from the plan, if the agent has outstanding fees, you will be asked what you’d like to do with those outstanding fees. 

 You can choose to Keep Full Payment Outstanding, Waive the fee, Update to Prorated. Charge. 

Once you have made your selections, click the Continue button.

In the last screen you will be given the opportunity to review your selections. Once you are satisfied with you selections, click the Finish button to remove the Agent from the Fee Plan. 



    • Related Articles

    • Transaction Fee Plans

      You have the ability to set up Transaction Fee Plans for any fee paid by the agent on a transaction. A Transaction Fee Plan ultimately reduces the agent income on the Financial Grid.  To set up a Transaction Fee plan, go to your Financial tab on your ...

    • Agent GCI Commission Plans

      Below you will find the definitions of each part included in setting up your agent GCI commission plans: Term Definitions Name - the name of the commission plan Description - a brief description of the plan Status - determines whether the plan is ...

    • ADMIN: Creating Agent Action Plans

      Only Admin and Staff are able to create and use and see these Action Plans. These are great to utilize for Agent Onboarding as well as Agent Retention. To create an Agent Action Plan Select the Settings icon in the upper right hand corner of ...

    • Agent Late Fee Plans

      Agent Late Fee Plans are used to assess late fees within Agent Fee Plans.  Click Here to learn more about Agent Fee Plans. To set up an Agent Late Fee Plan, start by going to Financial -> Admin -> Agent Late Fee Plans. Click the +Plan in the upper ...

    • Creating Agent Fee Plans

      Agent Fee Plans are used to create fees that are billed to agents on a recurring basis. Multiple Fees can be set up within a Plan that can be scheduled to automatically bill to Agents. The fees can be assessed monthly, bi-monthly, quarterly, ...