Create mortgage compensation record from sheet row for promo
Create mortgage compensation record from sheet row for promo
Your promo spreadsheet rows leave mortgage compensation unrecorded, delaying broker payments and lender reporting. It creates compensation records and updates mortgages for same-day billing.
Overview
Unrecorded promo fees create missed payouts and audit gaps; this flow turns spreadsheet rows into filed compensation records and flags mortgages automatically. Your billing and compliance reviewers get same-day visibility so payouts and reports stay on schedule.