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Step-by-step guide to setting up a new commission plan with splits.
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.
The Compensation Plan Manager received significant updates in March 2026 (commit dates 2026-03-13 and 2026-03-23). Highlights:
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.
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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 ✓
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