Your agents and what's owed

Contacts → Agents shows each agent's transactions and your fees: coming in, owed and paid.

Open Contacts and choose Agents.

At the top

• Waiting to be paid: transactions that closed and haven't paid you.
• Coming in from open transactions: your fees on deals still open.
• Paid this year.

Closed, not paid yet lists each unpaid transaction with a CDA button (the invoice for escrow) and Mark paid.

Each agent

Agents are sorted by what they're worth to your business. Open one to see their transactions, their fee status (coming in, waiting to be paid, invoiced, paid or waived), their intro-price use, and two things you can send them:

• Weekly update: a summary of their transactions with an optional personal note. Closima also drafts these every Friday.
• Their portal link: see Give agents their own link.