View and analyse your commissions report
Use this article to track your upfront and trail commissions, monitor portfolio value, and review discharges and arrears using the Commissions report.
Access the commissions report
You can access the Commissions report from the Analytics app dashboard. You must have Commissions permissions enabled to view this report.
Note: All data in this report is compiled from lender commission statements and Connective commissions data.
View commissions over time
The Commissions dashboard shows a month-by-month comparison of your upfront and trail commissions. This helps you identify income trends and seasonal changes.
You can also view a year-on-year comparison to assess growth or decline over time.
On the right-hand side of the dashboard, you can view:
Commission paid by broker
Commission paid by lender
Important: Commission paid by broker is calculated based on commissions paid to the partner group for applications submitted by that broker. It does not reflect individual broker payment amounts.
Review the commissions data table
The commissions data table provides a summary of all commissions visible in the Analytics app dashboard.
Use this table to:
Review historical commission payments
Filter and sort commission data
Cross-check totals against lender statements.
Analyse commission by loan account
The commission by loan account view lets you analyse the total commission earned for each individual loan.
For each loan account, you can see:
Lender
Broker
Settlement date
Settlement amount
Upfront commission
Trail commission
Total commission earned
This view is useful when reviewing performance at a loan level or investigating specific commission outcomes.
Monitor portfolio value
The portfolio value dashboard shows how your loan book is performing month-by-month.
You can view portfolio balances:
By lender
By broker
This data reflects the outstanding balances on loans under your management.
Track discharges
The discharges dashboard shows:
Discharges by month
Discharge rates by broker
Discharge rates by lender
This helps you understand where loans are exiting your portfolio.
Note: Discharge reporting is based on discharge dates listed on lender commission statements. It does not account for refinancing activity.
Review discharge data
The discharge data table provides a summary of all discharged loans visible in the Analytics app dashboard.
Use this table to:
Review historical discharge activity
Filter by broker or lender
Support retention and portfolio reviews
Monitor arrears
The arrears dashboard shows arrears activity:
By month
By broker
By lender
This view helps you identify emerging risk across your loan book.
Important: Arrears data is based on lender commission statements and may not reflect real-time loan status.
Review arrears data
The arrears data table provides a summary of all arrears recorded in the Analytics app dashboard.
Use this table to:
Review arrears history
Identify lenders or segments with higher arrears
Support proactive portfolio management
[screenshot: arrears data table]
Need help?
If you need help accessing or understanding the Commissions report, contact your Partnership Manager or email [email protected].