Commission Dashboard
ORBIC Portfolio Management
Current Month — Pipeline
Operations & Tools
Update Data
Upload monthly commission Excel file
View Data
Review, audit, edit and download commission records
Delete Data
Clear prior month data before recalculation
Insert Payments
Upload monthly payment summary sheet
Adjustments
Add manual credit or debit adjustments
Review Summary
Broker-level payments, owed and balance overview
Calculate Commission
Run final commission calculation for the month
Upload Files for Brokers
Push commission files to individual brokers
Upfront History
Track brokers paid on upfront mills terms
Modify Email List
Update broker commission email addresses
Email Log
History of commission emails sent to brokers
User Log
Full audit trail of all actions in this module
Download Commission Files
Manually download commission files per broker