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Commission

Welcome to the Commission Management Tool

The Commission Management Tool provides users with an efficient and streamlined process for managing commission-related tasks. It enables you to:

  • Process Pending Commission Payments: Quickly and easily settle pending commission payouts with a simplified workflow.

  • View Commission Payment History: Access detailed records of past commission payments for tracking and auditing purposes.

  • Search Commission Records: Utilize powerful search functionalities to locate specific commission transactions or filter results based on various criteria.

To get started, choose the appropriate workflow from the pop-up menu that appears when you select the "Commission" option in the Tools menu.

Payout Agent Commission

Select the Payout Commission item from the commission menu - to pay out any pending agent commission.

If the company has multiple branches linked to the instance, the user will be required to select a branch first.

Mobiloan will load a table of pending payments, as seen in the example below:

Table of pending payments

Select a pending payment from the table and select the Payout Commission option. You will notice a menu of additional options are available when selecting a pending payment, which when selected - will navigate the user to the corresponding workflow in Mobiloan.

Selecting a payment will preset the user with Agent Options

  • Payout Commission

  • Select this option to initiate the payout.

  • You will be required to select the payout method on selection:

  • Edit Agent Profile

  • Select this option should you wish to update or modify teh agent's details and corresponding earning rules

  • For more information - click here

  • Edit Agent Wallet

  • Select this option to perform Allps Wallet options ( such as linking a cellphone wallet etc.) - useful when paying commission via wallet.

  • For more information, click here

  • Edit Agent Bank Accounts

  • Select this option to change or add a new bank account for the agent

  • Useful when paying out commission via Bank EFT.

After selecting a Payout Method, the Commission Payout Transaction will be created. However, the actual wallet or EFT transaction will only be processed through Amplifin once the day-end reconciliation has been completed.

Viewing an Agent's Payment History

To view a specific agent's payment history , select the Payment History option from the commission menu.

Thereafter, select an agent from the table to view the commission payout history.

This will present the user with a table of agents

You will then see a screen displaying two tables:

  • A table of future pending payments titled "Scheduled for Commission".

  • A table of previous commission payouts titled "Commission Payment History".

Viewing Commission History and Scheduled Commission payouts per agent.

When you select a payment from the "Payment History" table, Mobiloan will display a detailed page listing the loans associated with that payment, which qualify for the commission payout.

If you have the necessary permissions, the Undo Payment option will be enabled. This feature can be useful if you need to reverse the transaction or initiate a refund payment to maintain accurate financial records.

The Commission payment details

Searching Commission Payments

From the Commission menu, select the Search Payments option.

You will then need to specify the branch and date range to define the search criteria.

Commission Search modal.

The search results will be displayed in a table listing commission payments that match the specified criteria. To view more details about a commission payment, simply find and select the corresponding row from the table.

Mobiloan Pages: commission_selection; commission_payout; agent_selection

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