Assign Realtor to Inventory Unit

Assign Realtor to Inventory Unit

Note: In order to assign a Realtor to an Inventory Unit, they must already be in the Realtor database in the Sales Center. To add a Realtor to the database, please refer to Add Realtor.

1 – Click into the Inventory Center Inventory Center.

2 – If applicable, click on the Component tab of the Unit you want to access. 

3 – In the Inventory List, find the Unit you want to access and click on it.

4 – Click on Contract.

5 – Click on Assign Outside Realtor.

6 – Begin to type the first few letters of Realtor’s first or last name in the space beside Outside Realtor. As you type, names containing the letters you are typing will appear in a dropdown list.

7 – Select the appropriate Realtor from the list. The name will move to the section on the right containing commission details.

8 – Complete the remaining information on the Realtor’s commission:

a) Bonus – If applicable, enter the dollar amount of bonus.
b) Payment Type – Select Fixed for a dollar amount or select Percent for a percentage.
Note: The commission calculation is based on the Total Sales Revenue in Lasso.
c) Payment Setup – Select Single if the commission is to be applied directly to the sale price or Split if the payments will be different for the first $100,000 than the balance.
d) Payment Terms – Enter the percentage of commission the Outside Realtor will receive when the sale is Firm and at Completion.
e) Commission Taxes – If applicable, enter the percentage of taxes that should be applied to the commission.
f) Assigned - Select the date of Outside Realtor assignment if it is different from the current one.

9 – Click Save.

The Realtor will also be listed in the Outside Realtors section of the Inventory Profile.

See also: