How to Create Deduction Rules that are Determined by Lead Sources

How to Create Deduction Rules that are Determined by Lead Sources

For commission plans that are determined by the source of the lead, please make sure to pay attention to these tips:

  • sort order sequence - make sure these Deduction rules are evaluated first. Then, if the lead source is not a special case, then the regular commission plan deduction rules can apply.
  • set a rule for the List side of the transaction and the Sell side of the transaction separately. Just because the source of the Buyer was "Cartus", that doesn't mean the Seller came from "Cartus"
  • Make sure the side and the source are a match:
    • for List side, set the seller source
    • for Sell side, set the buyer source

To create a deduction rule determined by the lead source:

  1. Go to the Formulas menu
  2. Click Deduction Rules
  3. Click new
  4. Enter the name of the deduction rule
  5. Select the deduction from the dropdown menu
  6. Click Next
  1. Select the commission plan from the dropdown menu
  2. Click Next

The user could also select the agent commission subplan (if applicable to the deduction rule) from the dropdown menu.

If there is no commission subplan assigned to an agent, the user may skip step 3: apply this formula for properties with the following commission plans and proceed directly to the step 4: apply this formula for properties with this classification.

  1. Select the transactions types from the dropdown menu
  2. Select the accounting code from the dropdown menu
  3. Click Next
  1. Select whether this deduction should be applying to agent or office generated transaction
  2. Select the seller source (list) or buyer source (sell) from the dropdown menu
  3. Click Next
  1. Select the office to which this formula will be applied
  2. Click Next
  1. Select the side to which this formula will be applied
  2. Click Next

If the user selected list side from the dropdown menu, make sure the seller source is filled in.

If the user selected sell side from the dropdown menu, make sure the buyer source is filled in.

If the user selected ALL from the dropdown menu, both buyer and seller source should be filled in.

  1. Add the additional criteria using the advanced criteria field
  2. Click Next
  1. Select the formula type
  2. Click Next
  1. Add the percentage of the deduction rule by clicking the '...' or the ellipsis button
  2. Create the formula by clicking the '...' or the ellipsis button
  3. Click Next
  1. Review the deduction rule information
  2. Click Save

Repeat the steps above for the sell side or; copy the deduction rule, change the side to sell, remove the seller source, and add the buyer source.

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