How to promote an agent to a new compensation plan automatically when they hit a milestone: where the rules live, what a rule can test, how multiple conditions combine, and when it runs.
This guide is part of the documentation for active BrokerChamp brokerages.
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The idea behind automatic plan advancement: what triggers a check, what production counts towards it, and what an agent and the office see when someone moves up.
The Compensation Plans screen and what a plan actually holds: a name, an optional monthly fee, how funds get paid out, and a split for each transaction type your brokerage uses.
Paying a different split once an agent passes a production figure: what can be measured, what cannot, and the one thing about the numbers that surprises everybody.
Paying an agent a slice of somebody else's deal: the two kinds of bonus, the profile fields they depend on, and the two limits nobody expects.
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