Commission tracking requires pulling statements from multiple sources, matching each line to a loan record, and checking rates before anything can be reconciled against a bank deposit. Doing this by hand invites missed discrepancies, slow lender follow-up, and delayed adviser payouts.
An automated version reads incoming statements, matches lines to loan records, and checks rates against the agreed schedule without manual entry. Discrepancies get flagged automatically and the payout report is ready as soon as the deposit is confirmed.
The full workflow, from trigger to completion.
A rule detects an incoming lender commission statement email and starts the workflow.
The Commission Statement Ingestion extracts each line item and matches it to the corresponding loan record.
Matched lines are written into the master commission tracker.
The Reconciliation & Discrepancy checks each rate against the agreed schedule and reconciles totals against the bank deposit.
When a discrepancy is flagged, the Commissions Administrator reviews it and emails the lender to resolve it.
The Payout Reporting updates the deal status and compiles the adviser payout report.
The finalised payout summary is emailed to the accounts team for the payment run.
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