Commission tracking and reconciliation involves manually extracting commission data from lender statements, verifying amounts against deal records, and recording entries in accounting systems.
Automation extracts commission data directly from incoming statements, matches it against deal records in real time, flags discrepancies for review, and records validated commissions automatically. the team focuses only on exceptions and payment follow-up.
The full workflow, from trigger to completion.
Lender sends commission statement via email. The automation platform monitors the inbox and triggers on receipt of a statement from a known lender.
The automation reads the email attachment or portal data and extracts deal ID, commission amount, lender, and payment date into structured fields.
The automation queries using the deal ID to retrieve the matching invoice or deal record and confirm it exists.
The automation queries to retrieve the deal terms and compares the stated commission against the contract amount.
If the commission amount matches the deal terms, proceed to record. If not, flag for manual review.
The automation creates or updates the commission entry, marking it as pending or paid based on the statement.
The automation sends a message to the finance team summarizing the new commission, any discrepancies, and next steps.
The automation tracks unpaid commissions and sends a reminder to the finance manager if a commission remains unpaid after 30 days.
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