When you have an executed offer or lease, you complete the Commission Disbursement Agreement (CDA) or the Lease Invoice, depending on your deal type.
Which flow is yours
How this reaches you depends on how your team is set up.
Teams using guided compliance — you complete a Commission Request as part of submitting the file for review, and your Commission Manager completes the CDA/Invoice from there. See Completing the CDA and Invoice.
Everyone else — you add and complete the CDA/Invoice yourself, as below, and then assign it for signature.
Either way, the Commission Manager is the one who signs it.
Setting the CDA/Invoice to appear automatically
Add it as optional, not required. The CDA or invoice is not finished until late in the deal, so making it a required document will block your agents from submitting the file for review.
If you are a Team Admin on a Jointly Business account, you can have this task prepopulate in your agents' task lists once a deal is executed, by adding it to your team's Default Documents. See Setting Team Scenarios, Default Documents & Tasks.
Adding the CDA/Invoice
If it is not already in your task list, click Add Document on your Contract or Lease Tasks page and search the forms library for Commission Disbursement Authorization or Commission Lease Invoice, depending on your deal type.
Completing the CDA/Invoice
Click the document in your tasks to open it.
Work through each section, saving as you go to move to the next one.
Financials
Settlement Charges is who is paying the commission — Seller, Buyer, Listing Broker, or a combination. Use the pencil to edit amounts and people, the trash can to remove parties that are not paying, and Add row for another charge.
Payouts is who is receiving it. These amounts have to match the Settlement Charges — if they do not, you get an error notice.
The totals will not balance — what to check
The commonest cause is a name in the wrong table. Settlement Charges is who pays; Payouts is who receives. If you are the agent being paid, you belong in Payouts — putting yourself in Settlement Charges says you are the one being charged, and the two sides will never add up.
To add yourself, use Add row in the Payouts column and enter your commission amount there.
Adding a referral payout
Change the answer to "How would you like to split the commission?" to Other. You can then add a row for the referral and enter the payout amounts.
Showing only the total commission
If your team prefers the invoice to show a single total rather than a breakdown, that is a setting on the invoice itself.
Intermediary deals
On an intermediary transaction the Commission Request has to be completed on both the seller side and the buyer side.
The two sides are separate. Each side has its own commission record, so completing or editing one does not fill in or change the other. Do both.
Sending it for signature
Once the CDA or invoice is complete it is ready to assign for signature, from your Contract or Lease Tasks folder. Click Assign.
The Commission Manager is the one who signs it.
Your clients never sign the CDA or the invoice. Not buyers, not sellers, not landlords or tenants — it is an agreement about how commission is disbursed, not part of the transaction they signed.
Emailing it to the title or leasing company
Once it has been signed, the document is completed on your Contract Documents or Lease Documents page.
To send it, draft an email and attach the document.
What "Completed" means
In the Transaction Approval tab, the CDA/Invoice status flips to Completed when the Commission Manager signs and submits it.
Completed does not mean it has been sent to title. Sending the document is a separate action and is not reflected in that column.
Changing it after you submit
Submitting does not lock it. If something changes afterwards — the sale price, a payout, who is being charged — you can still go back into the commission request and edit it.
Signature is the line, not submission. Once the CDA has been signed it cannot be edited. A correction at that point means completing the CDA task again from the start.
Seeing a commission breakdown
For a breakdown rather than the invoice total, go to Business Insights. The Transactions tab shows company dollar and other dollar, and is searchable.
Figures for older deals may be missing: Business Insights was reworked, and deals created before that release do not carry the information through.
Closed, completed, and getting paid
Closed is what you mark once the transaction closes. On purchase deals this creates a task to upload the final closing document. Marking a deal closed does not archive it, so your file will not disappear before you are paid.
Completed is what your Commission Manager marks once payment has been received.
Lease deals have no post-closing document requirement, and post-closing documents do not usually need resubmitting for compliance review.