The Dalton Wade Agent App allows agents to securely connect their commission data so they can review earnings and transaction activity directly from their phone.
You can connect your commission data during the initial setup process, or you can connect it later from inside the app.
If you skipped this step during account creation, you can connect your commission data at any time.
Follow these steps:
Open the Dalton Wade Agent App.
Go to the Home tab.
Tap Your Commission Data.
Enter your full name in the search field.
Note:
The search allows partial names, but you must enter at least 4 letters to begin the search.
Select your name from the list of results that appear.
Validate your email address.
The email address must match the email Dalton Wade has on file for you in QuickBooks.
If your email does not validate, please contact: Miles: Miles@daltonwade.com
Once your email is verified, your commission data will automatically load inside the app.
After your account is connected, the app will display a summary of your commission activity.
You can filter your results by year using the dropdown menu located in the upper-right corner of the screen. By default, the app will show the current year's data.
Your dashboard will show:
Total commission earned for the selected year
Number of transactions closed
Average earnings per transaction
Highest earning month
You can scroll down on the page to view more detailed transaction information.
This section will display:
Transaction dates
Commission earned for each transaction
This allows you to quickly review your production history and earnings over time.