Can I configure markups by user?

You can set markups by user without having to create a separate business channel. Use our Branch Margin Manager functionality which allows you to assign markups or subsidies by product type and by branch/broker company. Users can be assigned to a branch/broker companies individually. Alternatively, you could create an LO Comp schedule by product type and by user and include the LO Comp into the pricing.


Configuring Branch Margin Manager Guide

Branch Margin Manager – Setting Branch Level Markups


Managing and Assigning LO Compensation Schedules

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