Agents appear here on their own the first time they sign in. Set each one's
commission plan so their splits calculate on every deal.
Volume is total sale price of closed deals. Leave a field blank for no target —
the agent's dashboard simply won't show a goal for it. Quarterly targets are
optional; the annual one is what most agents watch.
Drop a CSV export here, or click to choose a file
Export your transactions from Brokermint (or any system) as CSV.
Bring in as many years as you like — nothing is written until you review it first.
I guessed these from your headers — change any that look wrong. Address and Agent are required.
2 · Match the agents
Every name found in the file needs to point at someone on your roster. Rows with an unmatched agent are skipped.
3 · Review and import
Commission figures are taken from your file exactly as they are — historical deals
keep whatever they actually paid, and are never recalculated from today's commission plans.
New transaction
Laid out like the paper Sales Binder — seller's side on the left, purchaser's side on the right.
The property
A deal under contract has a
pre-approval letter or it is cash, so there is no "unknown" here. Cash
means the lender section does not apply.
No contract at this stage, so no commission is recorded.
Move it to Pending once it goes under contract and the commission fields appear.
Terms
Seller(s)
Seller's attorneyopens when filled
Listing side
Purchaser(s)
Purchaser's attorneyopens when filled
Selling side
Mortgage lenderopens when filled
Document checklist
Documents on file
Drop files here, or click to choose Signed contracts, disclosures, commitment letters — up to 50 MB each
Commission plan
Graduated tiersSet percentage
One fee for the whole deal, shared evenly by whoever worked it — two of our agents on a deal pay half each, not $200 apiece. Taken off the agent's side last, after the split and after any accompanied cut. It does not count toward the cap, so an agent who has capped still pays it. An agent on both sides of a deal is one person and pays one share.
Leave the last tier's “GCI to” blank so it stays open-ended.
Invite an agent
Sends them an email with a link to set their own password. They land on REcall signed in, and appear on this list straight away.
Only @pl-team.com addresses can be invited.
Agent details
Licensing, tax and contact records. Only administrators can see or edit this — it is stored separately from the rest of the app for that reason.
Identity & contact
Given to attorneys and co-operating agents on this agent's listings.
License
Paid through an entity
Tax paperwork
Only the last four digits of a Social Security number are kept here — enough to
match an agent to their W-9, without holding identity-theft material in the database.
The signed W-9 with the full number stays with your accountant.
Insurance & dates with the team
Emergency contact
Notes
Rename agent
Update how this person's name appears throughout the back office.
Are you sure?
Combine two records
Keeping —. Pick the older record for the same person
and its sales history moves across, then it is retired.
This can be undone afterwards from Recent merges below the roster,
but do check the two names above first.