Accounting · Compensation Closings
Dashboard

Transaction Closing & Compensation

Continue the same transaction file through final broker review, commission verification, allocation, and recipient traceability.

Transaction queue

Loading transaction files…

Transaction record

Select a transaction file.

Record closing facts

This advances the existing transaction file into final broker review. It does not create another transaction.

Transaction workflow settings

The operating team prepares a prospective version. Mandy or Kenny must approve it before it can govern a new transaction. Existing transactions keep the version frozen when they were opened.

Due offset is minutes before (negative) or after (positive) the selected milestone.

Version history and owner decisions

Open settings to load versions.

Activate initial compensation authority

Mandy or Kenny approves one complete initial record. Select the founder and responsible broker from live profiles; enter the real license and agreement evidence.

Brokerage firm

Founder and responsible broker

Executed compensation authority

One atomic approval activates the locked 80% field, 5%/2%/1% MGC, 2% HPP, 0.5% Team Management, 0.5% Broker Compliance, 1% BOC, and 8% company plan prospectively. If any required record fails, nothing is activated.

Place compensation hold

Choose the exact allocation lines and amounts. The original transaction and every recipient remain visible.

Exact amounts to hold

Prepare actual TCB decrease

The server reruns the original frozen plan. You cannot select recipients or categories. Mandy or Kenny must approve before anything posts.

Correct recorded TCB

Use only when the gross TCB was entered incorrectly. This is separate from a reversal. The original frozen plan recalculates every allocation and point; Mandy or Kenny must approve.

Correct a transaction source fact

Correct one verified participant, share, sponsor path, responsible brokerage, or responsible broker fact. TCB stays unchanged. The server reruns the frozen plan; Mandy or Kenny must approve.

Re-recognize an approved reversal

Use only when the documented reversal authority was vacated or withdrawn. The system restores the exact reversed transaction, reconciles amounts already satisfied, and calculates any later tier catch-up. Mandy or Kenny must approve.