Use this guide to generate a Trail Variation report and review any increases or decreases in your monthly trail payments. This helps you confirm accuracy, identify unexpected variances, and decide whether a commission enquiry is required.
To generate a Trail Variation Report:
Go to the Commissions App and select Trail Variation:
Set the parameters of your search (Target month and Tolerance)
The Tolerance is the threshold at which you want to see the variance. For example, by selecting a 30% tolerance the report will display any trail that has reduced by more than 30% from the previous month.
The Target month is the month for which the trail commission was paid.
The relevant Loan Accounts will automatically populate
Select the loan account and view the variations listed on the right
If you identify a variance in your trail that you do not understand or believe is an error, please ensure you have read this article: Missing or Reduced Trail Commissions | Connective Wiki
Need help?
If you need help understanding your Trail Variation report or commission payments, contact your Partnership Manager or email [email protected].