How to Set up CDA Payment Details in Brokerage Engine
Click on the document below for instructions on how to set up CDA payment details in Brokerage Engine, or follow the instructions below
Brokerage Engine
Instructions for Setting Up CDA Payment Details
If you are paid through your business, this is where you will enter your corporation name, LLC, etc.
You can update this information in your Brokerage Engine account, accessible
from your "Okta" dashboard at roaworld.okta.com. Once in Okta, click on "Brokerage Engine."
In Brokerage Engine, navigate to: Reports > Commission Details > CDA Settlement Preferences > Edit Prefs.
-
Settle At: Choose "At Title" or "At Brokerage"
- Override Name: Enter your Corp Name, LLC, etc. (or leave as is if you do
not have a business name)
- Settlement Instruction: Enter the address to where you would like your check
sent OR if you are interested in setting up EFT payments, you can add your bank information on this same page. (It is recommended to input bank
information in cases where the gross commission check gets sent to the
corporate office. Once the check is received and processed, you will be
sent an EFT (direct deposit). This is also how the accounting department
will be able to send your monthly revenue share (if eligible).
If you would like this change applied to all open transactions, check the box
for "Apply to all open transactions."