In a Virtual Branch, your Commissions Access is limited. You cannot set up Commission Splitting from a Virtual Branch, it needs to be managed via the Master Branch.
Commission Access in a Virtual Branch
When you log into a Virtual Branch, you will be able to see:
Commission Statements for activity that occurs in the Virtual Branch.
Lodgments - for activity that occurs in the Virtual Branch.
Loan Accounts - loan accounts that have been split to the relevant payee in the Virtual Branch.
Trail Variation: Relating to any loan accounts split to that payee in the Virtual Branch.
Payment Calendar.
Additionally, a Master Branch user can switch Virtual Branches at the top right of the screen, and view ONLY Commission Statements & Loan Accounts for that branch.
Virtual Branch users cannot:
Manage payees.
Access commission data outside of the Virtual Branch.
Set up Splitting Templates.
Splitting to Virtual Branches
You need Commission Splitting and Payee access to perform this function in Mercury. Refer to Commissions Access in Mercury.
In the Commissions App, select Manage Payees.
Click Create New Payee.
4. Allocate the Payee to a Virtual Branch and click Linked Broker to assign the Broker.
