Allocations in CompenSafe

Allocations in CompenSafe

What are Allocation Rules?

Allocation rules are one of three compensation plans assigned to an employee. They are used when an additional calculation needs to occur after a Schedule and/or Override calculation has occurred. CompenSafe will always calculate 100% of your commission. 

Allocation rule of "Team - 100% Deduction - LO"

This allocation rule is assigned to a Loan Officer in CompenSafe who has "0", NA, none or does not have a team % in the Team Loan box field of the LO Addendum A. 


























Note: CompenSafe will always calculate 100% on a Loan Officer's commission. If a loan is set up as a team loan in Encompass and the Loan Officer does not have a Team Loan % on the LO Addendum A, the "Team - 100% Deduction - LO" allocation rule will trigger the deduction of 100% of their commission. That Loan Officer will be paid $0 on the team loan. 

Allocation Rule of "Team Loan % Deduction - LO" other than 100%

If a Loan Officer has a Team Loan % assigned on the LO Addendum A, an allocation rule of deducting a portion not covered by the team % is assigned in CompenSafe. i.e. A Loan Officer has a 30% Team Loan % on the LO Addendum A, "Team - 70% Deduction - LO" allocation rule will be setup in CompenSafe. 



























Note: CompenSafe will always calculate 100% of an LO’s commission.  If a loan is set up as a team loan in Encompass and the Loan Officer has 30% Team Loan % on the LO Addendum A, the "Team - 70% Deduction - LO" allocation rule will trigger the deduction of 70% of the commission. The Loan Officer is then only paid a 30% commission on the team loan.


If you need any assistance with your CompenSafe account, please email Commissions@afncorp.com with screenshots and details of your issue.

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