How to generate a CDA form

To generate a Commission Disbursement Authorization (CDA) form, within your transaction go to Commissions > Action > Generate CDA.

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Here you can enter Title/Escrow or Instructions information. Make sure to select the itemized type of Payouts to see the detailed list of paid commissions. Once the CDA is generated you will be able to e-sign, email, download, or save it to the Unsorted folder.

Please watch the video for details.

This feature requires certain permission enabled for your account.

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