Chapter 17 - Establishing Agent Production/1099 Starting Balances

Helpful Hints

• Go to Work With Properties Icon
• Select “New” button to open a new property record
• Enter Bulk: Fname, Lname in the address one field (e.g.,  Bulk: Doe, John) for reference purposes
• Enter Close date (e.g., 07/31/2001) corresponding to end of period
• Select “Closed” property status
• Select property type “Other”
• Go to Agents Tab
• Select the appropriate agent in the Listing Agent One dropdown box
• Enter data as necessary (See Agent Production and Agent 1099 steps below)
• Revolving monthly plans must enter a bulk property with Commission Level data for each month in the plan period (e.g., Doe, John: Jan 99; Doe, John: Feb 99, etc...)