To indicate who is eligible for commission on a new lease in CRM:
1. Once the lease has been fully executed in CRM IQ, navigate to the resident's Profile, custom tables, and click on the Leasing Commissions tab. Note: The Profile must be in Future or Current Status.
2. Next, select all Team Members eligible to receive commission (up-to 3 people) under the "Team Member to Rcv Comm." dropdowns. If the lease is not eligible for commission, select the drop down for "Ineligible for New LC?" and provide an explanation in the field.
3. If the lease is eligible for any bonuses not already indicated, you must submit a service request to Update the Bonus Flag using this link: Lease Commission Bonus Service Request. You cannot indicate any bonus conditions through CRM IQ.
4. If the lease is not eligible for commission, indicate with the drop down and add comments if necessary.
5. After the dropdown selections have been saved, ensure all commissions have been recorded properly in CRM by navigating to Reports, and click YSR Reports.
6. Once in the YSR report dashboard search the Leasing Commission TM Payout Report, enter your Property, and Move-In Period. Click View Report or Export to another file.
7. Once the report has been generated, verify all details for accuracy.
Please review the Leasing Commissions and Renewal Bonus SOP.