CDA

Proposed CDAs for closed sales that have none

• Closed sales with no CDA
• Drafted from the settlement statement, a signed CDA, the workbook or the old system
• Each source shows how sure we are
• Nothing changes until you press Make a draft CDA

CDAs from the coordinator's email

• CDAs the Transaction Coordinator emailed
• Filed on its Transaction and checked against the commission
• An empty box fills only when the paper adds up
• A difference becomes a review item, never a change

Needs the broker: CDAs whose payouts don't add up

• Payouts that do not add up to the commission
• Biggest gap first
• Fixed only when the signed CDA and the workbook agree
• Your call never changes an amount by itself

Calculator against the old-system history

• Prices reconciled old-system CDAs by their close date
• Compares the house share with what was recorded
• Read only

Check against the commission earnings workbook

• The earnings workbook is the source of truth
• Matched by street, year and gross
• Compared with the old-system CDA and the calculator
• Read only

Labelled Executive (100%), yet a broker share

• Labelled Executive (100%) with a house share
• Rinvio-sourced with 50% kept: split as Friendship, not Executive

Broker Assist: what the agreements say

Calibration: new CDAs follow the earnings workbook

• New CDAs follow how the office actually paid
• Every past CDA priced with and without each rule
• Imported history and approved CDAs never change