Connective to Split Commissions
under review
Andy McGorlick
If I'm reading this right, this would be to link a splitting template to one or more Lead Sources so that the splitting template is automatically applied to loans from the linked Lead Source(s). This would be fantastic!
G
Glenn Lees
under review
Justine White
Yes I’m aware of the splitting templates in Mercury. Just a suggestion that when splitting templates are in Mercury, Connective can split the Loan Accounts as all information is in Mercury. Along with having the Lead Soucres attached to the deal in Loan Accounts so when splitting commissions we do t have to keep switching between tabs in Mercury. A very manual process to split commissions at present
G
Glenn Lees
Hi Justine - we already have loan splitting template features in Mercury - is there something in the existing functionality that's missing?