To add a fee plan to an agent in TotalBrokerage, click on “Setup” and then Accounts from your dashboard.
Select the agent for which you want to add a fee plan.
Once your inside the agent’s information, click the “Fee Plan” tab.
You can choose to Import a fee plan, or apply your current plan to all.
If you want to apply a current plan to all, click “Apply All”.
A pop-up message will appear. Click “Yes” to proceed.
If you want to import an existing plan, click on the green “+Import” button.
Choose the Fee Plan you want to import from the dropdown menu. Then, click “Apply”.
Your new fee plan will now appear as your “Selected Plan” and the details will be visible. You will also be able to view your plan “Current Plans” on the left.
If you want to remove the fee plan from the agent, click the red “Delete” button on the bottom left of the plan.
