The Commissions Report allows you to keep track of your trail and upfront values, your current portfolio value, discharges and arrears. This report gives you complete oversight of where your commissions are coming from and any areas to be wary of.
The data for this report is compiled from commissions data.
1. Commissions
The Commissions dashboard shows you a month-by-month comparison of your trail and up front commissions. Below, you can also see a year-on-year comparison.
On the right hand side you can see commission paid by associate. Please note this is calculated by commissions paid to the partner group for applications submitted by that associate, not on individual associate payments.
You can also see commission paid by each lender.
2. Commissions data table
Summary data table of all commissions so you can refer to all your commissions from the Analytics app dashboard.
3. Commission by Loan Account
Analyse the total amount earnt from each loan account. You can see the lender, broker, settlement date, settlement amount, upfront, trail and total for each loan.
4. Portfolio Value
See how your book is performing month-on-month by lender and by associate. This dashboard displays the balance on loans under your management.
5. Discharges
The dashboard will show you discharges and discharge rate by month, by associate and by lender.
Please note: Based on a discharge date being listed on Commission Statements. Does not account for refinancing.
6. Discharge data
Summary data table of all discharges so you can refer to all discharges from the Analytics app dashboard.
7. Arrears
The dashboard will show you arrears by month, by associate and by lender.
Please note: This is based on the Lender Commission Statement.
8. Arrears data
Summary data table of all arrears so you can refer to all arrears from the Analytics app dashboard.