Branch Managers, Senior Advisors, or users who are overseeing an advisor or team of advisors (could be Sr. to Jr or location-based) are able to review and edit any investor or transaction from advisors assigned to them and users are able to track all commissions being paid to the Branch and its connected parties.
Once activated users will see a new "Branch Manager" tab within the Advisor Module.
To create a new Branch click "+ Add Branch Manager".
Before you set up a Branch ensure any Branch Manager you are going to assign to the Branch has an active Advisor profile.
Review and define all required fields about the Branch within the Branch and Contact Information tables. The Commission table will allow users to track and define the Branch Managers, GRID %, and Assigned Advisors.
Branch Commission (%) = The maximum payable commission on a transaction.
Branch Manager = Users can assign up to 2 Branch Managers to a Branch
*Must have an active advisor profile
Branch Manager Commission (%) = Users are able to define how much of the Branch Spread would be payable to the Branch Manager
Branch Team (%) = The calculated difference between the branch commission and Branch Manager 1 and 2 commission values. This value would be "payable" to the Branch.
Assigned Advisors = Where admin users will assign advisors to the Branch.
*Must have an active advisor profile
Admin users would have the ability to edit and update the commission GRIDs within the Commission Tab of a transaction.
Any changes to values on this Commission Tab must be saved before navigating away.
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