How to Add a Cobroke

This guide is to be used on transactions with a cobroke.

When there is a cobroke on a transaction, the brokerage and agent must be entered into our accounting system. In the event we are paying commission to a cobroke, we must enter the commission rate as well (rental listings only).

Step 1: Go to Commissions screen

Step 2: Add Cobroke Office

1. Click on the + icon next to cobroke commission
2. Click on the search icon
3. Enter the brokerage name in the search bar
4. Select correct brokerage from the list by double clicking the name. Note: be cautious of the brokerage address to ensure the correct office has been selected

5. Click Add

   

Step 3: Add Cobroke Agent

1. Click the search icon
2. Search for the agent name in the search bar. If the agent does not appear in the system, continue to follow steps below:
3. Click add person
4. Enter cobroke agent’s first name and last name

5. Click Add

   

   

Note: Once the Cobroke Office has been successfully added, it will appear on the People’s screen under vendors/partners