Engineering: Alert commissions when agent W9/DD completes

Commissions coordinators miss completed W9/DD envelopes, causing filing delays and payment holds. Engineering alerts notify ops when envelopes complete so staff copy, file, and begin payments.

Overview

Missed W9 and direct deposit forms stall payouts and create compliance headaches for commissions operations. Engineering-driven alerts flag completed envelopes, store signed files in the agent record, and queue a payments task—eliminating missed follow-ups and streamlining payout handoffs.

Notable Features

Send private alerts to commissions
Attach signed W9/DD to records
Create payment task for ops staff