Agent
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In this section, users can create and configure agents who earn commissions based on their roles. There are three types of agents:
Permanent Agent: Full-time employees of your company who receive a regular salary.
Casual Agent: Part-time workers engaged to earn commissions while working in a flexible capacity.
Independent Agent: Individuals who operate independently and earn solely through commission structures.
Additionally, you can associate brokers with agents. A broker earns a commission based on the loans managed by an agent and can be linked to that agent within this section.
In order to add a commission agent:
In the , select the .
Select the New Agent button located in the top right corner.
You will then be required to capture the details of the commission agent, as the first step in the workflow.
To read up on setting up commission rules, navigate to the next page.
Firstly, determine whether the agent is an SA citizen or foreign national. Thereafter, enter the agent's personal details: i.e. Name , Surname, ID number / Passport Number.
Once that is done, you must assign the branches eligible for the new agent to earn commission under
In order to configure the commission earned by the agent:
Specify whether the agent will earn commission as an agent only, only or both an agent and a broker.
Specify from the list of pre-configured commission rules, which rules are applicable to this agent. You can chose any one or more commission rules applicable applicable.
Assign the preferred payout method and payout period, which is limited to cash, wallet, payroll or bank account.
Link a broker to this agent (optional).
When you are done, simply select "Save" - The agent should appear in the drop down during loan origination, when required to link an agent to the loan for commission. ✅
Attach supporting documents by selecting the : A portrait, an arbitrary attachment (maximum of 3) and the agent's signature.
You can also view the commission rule payout structure by selecting the icon.
