How to generate a CDA form

In order to generate a CDA form, you need to have permission to do this. Please follow the steps below to generate it:

  1. Navigate to Commissions tab within the transaction;
  2. Click the Action button;
  3. Select Generate CDA;

You will be able to enter Title/Escrow information or Instructions if needed. Please make sure to select the itemized type of Payouts to see the detailed list of paid commissions.

Once CDA is generated you will be able to e-sign, email, download, or save it to the Unsorted.

Please watch the video for details.

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