Agent Statement Settings

Overview

In Agent Statement Settings, you can brand and customize the header of PDF statements. You can also control which statement data your agent statement users access using statement formats. Learn more about statement settings in this article.

Note: Only accounts with Commissions+ can access and use AMS+'s commission features.

IN THIS ARTICLE

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Customizing statement header

Upload your agency's logo

Select the blank statement logo box, then choose an image to upload.

• Logos should be saved as PNG, GIF or JPG and work best with a square orientation (at least 140 x 120 pixels).
• It helps to have margin around the logo in the file. Margin gives you more room to work with in the logo editor.

Crop and save your image.

The cropping editor favors images with a square orientation (at least 140 x 120 pixels).

If your image does not fit this orientation, we recommend that you consult with your agency’s marketing specialist before continuing.

You’re done.

Now your logo will appear in the header of PDF statements. You can always change or remove your logo.

Add a statement title & company information

There are six lines that you can use to enter descriptive text about your agency. Each line has placeholder text that indicates what it can be used for, such as street address, company website, and phone number. That said, you can use these lines to add any information that you want. The text will appear in the left-hand corner of PDF statements next to the uploaded logo.

Preview the statement header

Before saving, you can preview all changes in the statement header to make sure it looks exactly the way you want it.

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Adding statement messages

There are six lines that you can use to enter descriptive text about your agency. Each line has placeholder text that indicates what it can be used for, such as street address, company website, and phone number. That said, you can use these lines to add any kind of information that you want. The text will appear in the left-hand corner of PDF statements next to the logo, if one was uploaded.

On the commission record (Commission > View & Edit Entries > commission record > Edit)
This message will appear inline with the commission record. You may find this message helpful for notifying agents when adjustment are made to commission records.

On the agent record (Agents > select an agent record > Commission > Commission Payments)
This message will appear at the end of an agent’s statement, below commission totals. You may find this message particularly useful for notifying your office staff about a specific agent's contract status or commission payment status.

In Agent Statement Settings (Commission > Agent Statement Settings > PDF Template)
This message will appear at the end of ALL agent statements, below commission totals. This is a great place to add reminders and notifications that pertain to all of your agents.

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Setting statement formats

If you have agent statement users, you can control which statement formats they can see and run. Each statement format includes general commission statement fields, as well as a few commission-specific fields that pertain to the focus of that format. Hover over the information icons to see the data focus for each statement format.

Please note, at least one or more statement formats must be selected in Agent Statement Settings before your agent statement users can run statements.

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Adding Servicing Agent to CSV statements

You have the option to include the Servicing Agent column in Agent Statements (CSV only).

Navigate to the Commission > Settings > Agent Statement Settings > Agent Statement User Settings page.

Find the CSV Statements setting and check the ‘Include Servicing Agent Column’ checkbox.

Save.

Once enabled, Agency Users will see a new option to include the Servicing Agent column on the Agent Statements report page. By default, Servicing Agent information will be included in statements downloaded by Agent Statement Users.