Broker CRM: Commissions, participants and fees

Learn how to streamline commissions, fees and payouts in Broker CRM with automated, accurate workflows that reduce admin and improve consistency.

Looking to simplify how you manage commissions, fees and payouts in Broker CRM? Watch our on-demand session to see how you can set up automated, accurate and compliant commission workflows — without the admin burden.

In this session, you’ll learn how to:

Set up fees for different product and customer scenarios
Trigger fees at the right point in the customer journey
Record and track payments with improved accuracy
Configure participants and payout rules that run automatically
Reduce manual work and ensure consistent commission outcomes