Add commission tracker rows for progressed loan deals
Add commission tracker rows for progressed loan deals
Loan deals that advance to presentation or contract stages often go unrecorded, causing commission errors. The sheet captures those deals for review and keeps commissions reconciled same day.
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Overview
When deals progress to presentation or contract stages without a reliable ledger, commission calculations and scheduling slip. This flow records those progressed loan deals to a single commission sheet so managers can reconcile and prepare meetings same day.