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What Agent Bonus Rules Are
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.
Updated August 19, 2026
Where You Meet Them: the Agent Bonus Rules card on the Compensation Plans screen. Adding one opens a window headed Add an Agent Bonus Rule.
What they are for: paying an agent automatically out of somebody else's closing, because that somebody was referred to you, or recruited to you, by them.
The Two Kinds
- A referral bonus pays the agent who referred the closing agent to your brokerage.
- A recruiting bonus pays the agent who recruited the closing agent to your brokerage.
Note: Those are the only two payees the form offers. A bonus rule cannot pay the closing agent themselves, a team leader, an office or anybody outside the brokerage.
Warning: If you have read that bonus rules are separate from distribution rules, that is out of date. They are the same feature. The screen calls them Agent Bonus Rules and there is nothing else to set up.
They Depend on Two Profile Fields
A bonus can only be paid when the closing agent's profile records who referred or recruited them. Those are the Referred by and Recruited by fields on the agent's profile. With them blank, the rule is correct and simply never fires.
Note: The person being paid has to still be an active agent at your brokerage, and it is their legal name that goes on the deal, because that figure feeds the 1099 report and the accounting export.
Two Limits Worth Knowing Before You Design Anything
Warning: Bonus rules only run on sales. A lease never triggers one, however the rule is written, so a brokerage that pays recruiting bonuses on lease production cannot express that here.
Warning: One referral bonus and one recruiting bonus per deal. If several rules would pay a referral bonus on the same closing, the first one to match takes the slot and the rest are ignored rather than stacked.
Tip: Set the
Referred by and
Recruited by fields when you onboard somebody, not later. The bonus is worked out when the deal closes, so a field filled in afterwards does nothing for closings that already happened. See
the conditions on a rule and
where the money comes from.
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