Instructions
Assuming the agent self enrolled in direct deposit then at the bottom of each payment there is a link to adjust the destination, see below image. They may ...
Wed, 7 Apr, 2021 at 8:11 AM
1) Search for the Fallen Contract in broker.EZ 2) Navigate to the Escrow Disburse Page 3) Disburse the amount to the remitter Choose the remitter...
Mon, 26 Apr, 2021 at 11:58 AM
1) Search for the contract in broker.EZ 2) Goto to the Payout Tab 3) Expand the Payments for the Relevant Section 4) Click Edit on the Payment you wa...
Fri, 30 Apr, 2021 at 5:13 PM
This video shows how the office can setup and agents bank info behind the scenes, so that the agent does not have to self enroll in direct deposit.
Wed, 5 May, 2021 at 1:52 PM
Terminating an Agent Select “Agents” from the upper navigation drop down menu. You can search for the agent by “Status” or ...
Fri, 21 May, 2021 at 5:25 PM
This video will outline two methods for paying multiple bills with on payment.
Sun, 23 May, 2021 at 10:39 AM