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Broker Split Plans

A guide to assigning and configuring commission split structures for brokers.

Overview

The Split Plan section on the Broker Profile allows you to assign a commission split structure that determines how broker and house splits are calculated for deals the broker participates in. This functionality is available to Admin and Managing Broker user roles only.

To assign an existing structure, start typing its name in the search field and select it from the suggestions.

To edit the split existing structure:

  1. Go to the Admin tab
  2. Click the Brokers sub-tab
  3. Click edit next to a Broker to open their profile
  4. Expand Commission Information
  5. Click the Pen & Paper Icon next to the Commission Plan Name (NOTE: changes will impact ALL linked brokers)
  6. Make changes and click Save on the commission window
  7. Click Save within Profile

To add a new split structure:

  1. Go to Admin > Brokers > Edit Broker > Expand Commission Information
  2. Click the blue Add Split Plan button
  3. Select an existing plan or click Add New
  4. Name your Plan, add tiers with thresholds and Splits
  5. Set Upper Limit to No Max
  6. Click Save on commission window, add Date From field and Save within Profile

Please note:

  • Each level's upper limit must be higher than its lower limit
  • Broker Split % may decrease at higher levels

Set Upper Limit to Max — Enable this toggle to set the upper limit of the last tier to the highest possible value. This prevents the broker from exceeding the last tier and ensures the split percentage does not default to 0%.

Managing Multiple Split Plans

Office Admins can assign more than one split structure to a broker. When multiple plans are assigned, hovering over the (i) icon shows who last updated the split.

If a broker has multiple split plans with specific date ranges, older plans are hidden under a Show More link. Current and future plans are always displayed at the top.

Fiscal Year Override If a split plan has a specific date range (e.g., September 2021 – August 2022) that differs from the fiscal year (e.g., January 1 – December 31), the system ignores the fiscal year and calculates broker net based on the split plan's date range. A warning message is displayed when such a plan is saved.

Auto-Renew Since date-specific split plans expire and the system defaults to 0% once all plans have lapsed, it is recommended to enable the Renew toggle on the last active plan to ensure it automatically renews.

 

 

House Referral Split

The House Referral split is configured separately in its own section. Hovering over the (i) icon shows who last updated this split.