BrokerChamp
Official Documentation
Official Documentation
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Creating a Commission Plan

Step-by-step guide to setting up a new commission plan with splits.

Creating a Commission Plan

Commission plans define how a transaction's gross commission is split among the brokerage, the agent, royalty / referral recipients, and other distribution targets. Plans live in the Compensation Plan Manager and can be assigned to agents either manually or by rule.

Opening the Plan Builder

Step 1: Open Admin → Compensation Plan Manager.
Step 2: Click Add Plan.
Step 3: The plan editor opens.

What a Plan Defines

  • Plan name: visible to admins and (sometimes) to the agent. Use a name that describes the plan, not a person ("60/40 Standard" beats "Jane's Plan").
  • Split percentage / dollar: the agent's share of commission. Can be a flat percent, a flat dollar amount, or a graduated structure.
  • Caps and tiers: graduated thresholds where the split changes once an agent crosses a production level.
  • Conditional splits: alternate splits that apply based on conditions (transaction type, side, price range, etc.). See Setting Up Conditional Splits.
  • Distribution rules: additional rules that route portions of commission to specific targets (royalty, referral, team leader, mentor). See Creating Distribution Rules.
  • Transaction fees: per-deal fees the brokerage collects on top of the split.
  • Bonus rules: referral, recruiting, and mentoring bonuses that pay out from this plan.

March 2026 Updates

The Compensation Plan Manager received significant updates in March 2026 (commit dates 2026-03-13 and 2026-03-23). Highlights:

  • Cleaner editor layout for graduated tiers.
  • Recognition tier integration (plan thresholds can match recognition tier thresholds for consistency).
  • Improved validation when saving complex plans.

Saving and Assigning

Step 1: Save the plan. It appears in the Compensation Plan Manager list.
Step 2: Assign agents to it manually, or set up automatic assignment rules so new agents get the right plan based on attributes.

Reporting on the Plan

Once assigned, every transaction by an agent on this plan uses these rules. To see who is on a plan and how it is performing, see Compensation Plans Report.

Info: Editing a plan does not change historical transactions. Past closings stay computed under the plan in effect at the time they closed.
Tip: Build a "shell" plan first with just the basic split, save it, assign one test agent, and run a sample transaction to verify the math. Then add complexity (conditional splits, distribution rules) incrementally.

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Examples
Commission Split Calculation

Example: $10,000 total commission with 70/30 split Step 1: Calculate agent share $10,000 × 70% = $7,000 Step 2: Calculate company share $10,000 × 30% = $3,000 Step 3: Verify total $7,000 + $3,000 = $10,000 ✓

Sample Commission Plan Setup

Creating "Standard Agent Plan": Plan Name: Standard Agent Plan Sales Transactions: - Agent Split: 70% - Company Split: 30% - Transaction Fee: $0 Lease Transactions: - Agent Split: 80% - Company Split: 20% - Transaction Fee: $50 Referrals: - Agent Split: 100% - Company Split: 0% - Transaction Fee: $0