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How do agents set up their commission caps?

*IMPORTANT*: If the setting "Allow agents to update Brokerage and Royalty Cap Amounts" is disabled, agents won't be able to set up their commission caps.

Each user can set up their commission caps by doing the following:

  1. Go to Account > Profile. This opens the user profile.

  2. Scroll down and complete the following fields:

    • Brokerage Cap Amount

    • Royalty Cap Amount

    • Brokerage Cap Year Anniversary Date

    • Royalty Cap Year Anniversary Date

How do admins set up an agent's commission caps?

  1. Go to Admin > Users.

  2. If desired, use the search bar at the top to find a user.

  3. In-line with a user, click Edit. This opens the user's profile.

  4. Scroll down and complete the following fields:

    • Brokerage Cap Amount

    • Royalty Cap Amount

    • Brokerage Cap Year Anniversary Date

    • Royalty Cap Year Anniversary Date

    Note: If the setting Allow agents to update Brokerage and Royalty Cap Amounts is disabled, agents won't be able to edit these fields. Admins can find this setting by going to the Team Preferences.

Where will agents see their cap information?

  • the user profile

  • the Commission Form (for transactions where they're the primary agent)

Where can admins find cap information?

  • Editing a user profile: You can edit a user by going to Admin > User and clicking "Edit" in-line with a user. This opens the user's profile.

  • The Caps report: To find the Caps report, click the "Reports" tab at the top of Sisu. In the list of reports on the left, click "Caps." This report shows you the progress of your team's brokerage and royalty caps. It also shows you the transactions that are contributing to your caps.

Making Adjustment Categories Apply to Caps

Adjustment categories in the admin settings are all the reasons why you're going to pay someone. Some examples of adjustment categories are "Agent Royalty Cap" and "Brokerage Fee." You need to tell Sisu which of these should count toward the brokerage cap, which should count toward the royalty cap, and which are simply fees. It's possible that you completed this when you created your adjustment categories, but it's good to double-check that the cap information is accurate. To review your adjustment categories, do the following:

  1. Go to Admin > Commissions.

  2. In the Commissions options on the left side of the screen, click Adjustment Categories.

  3. In-line with an adjustment category, click Edit.

  4. Review the Use field and change it if necessary.

  5. Repeat steps 3 and 4 for all adjustment categories.

Displaying Cap Slides in the Display Mode Slide Deck

When in Display Mode, you can have those who have reached their cap appear in the slide deck. To enable these slides, do the following:

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click Preferences.

  3. Scroll down to the Dashboard Settings section.

  4. Make sure Show Cappers in Display Mode is set to Displaying.

Changing the Names of Cap Fields

You can change the way caps are labeled in certain parts of the system, specifically the Edit User screen and the Caps report.

  1. Go to Admin > Commissions.

  2. In the Commissions options on the left side of the screen, click Preferences. This opens your commission preferences.

  3. In the Cap Labels section, enter a new name for the cap fields and then click Update.

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