FINANCIAL SERVICES VERSION

Mortgage & lending

Loan officer pay on funded loans, with licence checks before pay and clawbacks on early payoff.

Who gets paid

  • Loan officers
  • Branch managers
  • Processors

Plan parts ready to use

  • Commission in basis points on funded loans
  • Licence checked before pay
  • Clawback on early payoff
  • Branch override

On the same record

  • Licences with end dates
  • Held pay, released when cleared
  • Loan contracts by upload

Editions: Basic, Professional, Enterprise. Financial services versions are commissions only. Compare editions →

WORKED EXAMPLE · FROM A TEST ORG

Basis points on funded loans, held for a licence.

A loan officer at a lending test company earns 60 basis points on funded volume. Nothing is paid until the officer’s NMLS licence is on record.

Each held line names the missing licence, so the fix is clear and nothing is lost while it waits.

Funded, February$116,000 × 0.60 %$696.00
Funded, March$320,000 × 0.60 %$1,920.00
Funded, April$299,000 × 0.60 %$1,794.00
Licence checkNMLS licence not on record−$4,410.00
Held until the licence is recorded$4,410.00

Calculated by RevexOne in a test organisation with invented people and companies.

PLAN TO PAYOUT

Every amount traced from plan to payout.

Each payment links back to the approved plan version, the rule, the sale or activity behind it, the run that calculated it and the people who approved it. Follow one payment →

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