At a brokerage with 25 or so agents, commission day often means spreadsheets, arguments and eleven-day waits. The whole chain runs automatically, from closed deal to split calculation to statement to accounting entry, so every agent sees an accurate payout statement the same day.
Typical results
Same day
Statements after closing
0%
Statement errors
22 hrs
Admin saved monthly
25
Agents paid without fights
Figures reflect typical results for this kind of automation.
The challenge
Every agent had a different deal: tiered splits, caps, office fees, referral deductions. The bookkeeper rebuilt each closing in Excel, statements took eleven days, and roughly one in twelve contained an error — each one a tense conversation. Across three offices, commission admin swallowed three full working days a month and agents' trust with it.
Before and after
Days to payout statement
−100%Statements with errors
−100%Commission admin monthly
−92%The automation
We digitized every agent's agreement — tiers, caps, fees, deductions — into a structured rules table, then connected the CRM's closed stage to a Make scenario that applies the right formula the moment a deal completes. The flow generates an itemized PDF statement, posts coded entries into the accounting system by office and agent, and sends each agent their statement over WhatsApp with a running year-to-date view.
How it works
- 01
Deal marked closed
The moment a transaction hits the closed stage in the CRM, the payout flow fires.
- 02
Splits per agreement
Each agent's tiers, caps, office fees, and referral deductions are applied automatically from their stored agreement.
- 03
Statement generated
A clean PDF itemizes the gross commission, every deduction, and the final payout figure.
- 04
Synced to accounting
Entries land in the accounting system coded by office and agent, ready for the payment run.
- 05
Agent notified
The agent receives their statement on WhatsApp the same day, with a year-to-date view always available.
Starts from
- Deal marked closed in CRM
- Agent split agreements
Delivers
- Same-day payout statements
- Coded accounting entries
- Agent WhatsApp notice
The impact
Statements go out the same day a deal closes instead of eleven days later, and error rates typically drop from about 8% to near zero. Commission admin falls from three days a month to about two hours, and payday stops being the most argumentative day at the office.
Questions about this automation
How are different agent split agreements handled?
Each agent's agreement is stored as a row in a structured rules table: split tiers, annual caps, office fees and referral deductions. When a deal closes, the flow looks up the agents involved, applies their rules in order and tracks progress toward any cap, so tiered and capped deals are calculated the same way every time.
What is in the payout statement each agent receives?
A PDF statement itemizes the gross commission, each deduction with its source, and the final payout figure. It is sent to the agent on WhatsApp the same day the deal is marked closed, and a year-to-date summary stays current, so agents can check their earnings and cap progress without asking the bookkeeper.
How does the data reach the accounting system?
For every closed deal, the flow posts entries into the accounting system coded by office, agent and deal, ready for the next payment run. If a deal is missing an agreement or carries a deduction the rules do not cover, it is held and flagged to the bookkeeper for a quick check before anything is posted or sent.