Commission tracker

How he does it

6 steps, the same way every time, and one place where he asks you first.

1. StartsWhen a deal closes
2. 1Read the closing statement and commission paperworkGmail
3. 2Log the commission, split and fees in your sheetGoogle Sheets
4. 3Match the deposit in your QuickBooks bank feedQuickBooks
5. 4Ask you first before recording it in QuickBooksHe asks you first
6. 5Record the income and feesQuickBooks
7. 6Text you the year's closed commission so far
8. What you getEvery commission logged and matched to its deposit, and your year's numbers ready when you ask.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.