in CompenSafe, Software Updates by Kelley Mangel

CompenSafe Software Update:
September 28, 2015

Loan Pipeline Updates

  • Filter by All Branches: Branch managers can now view the loan pipeline of all their assigned branches at once by selecting All from the Br # dropdown list.

  • Fixed! Export Loan Pipeline: The Loan Pipeline report can now be exported into Excel for all your sharing, printing, and further customized viewing needs. Click Export on the Loan Pipeline report page to download an exported copy.

Allocation Rule Updates:

  • NEW! Global Allocation Rules: Create a single allocation rule that gets automatically assigned to every LO with at least one active schedule. 

CompenSafe Allocation Rules
  1. From the CompenSafe menu, click Payroll.
  2. Click Corporate Allocation Rules tab to expand.
  3. Click All Allocations to edit an existing allocation rule or click Add New Allocation Rule to create a new rule. If editing an existing allocation rule, select rule to be edited, then click Edit.
  4. Click checkbox next to Auto Assign to All LO’s.
  5. Click Save Changes.
  • NEW! Branch Specific Allocation Rules: Set allocation rules to calculate only on loans in a specific branch. Note: If Branch Restriction is set to N/A, the allocation rule will apply to all loans in all branches.

CompenSafe employee allocation rule
  1. From the CompenSafe menu, click Payroll.
  2. Click Corporate Allocation Rules tab to expand.
  3. Click All Allocations to edit an existing allocation rule or click Add New Allocation Rule to create a new rule.
  4. If editing an existing allocation rule, select rule to be edited, then click pencil icon edit allocation rule next to the employee assigned to the allocation.
  5. From the Employee Allocation Rule page, select branch from dropdown list next to Branch Restriction.
  6. Click Save Changes.
  • NEW! Clone Allocation Rules: Quickly duplicate an existing allocation rule by cloning it. Similar to the Override Clone feature, when an allocation rule is cloned, only the rule itself is copied. Any employee(s) attached to the original rule will not be attached to the new copy.

Report Directory Updates:

  • NEW! Payroll Summary by Loan report: This new report breaks down total compensation paid out to each employee per loan.

  • Compensation Confirmation Report Update: Compensation confirmation reports now include overrides.

Compensation Schedule Updates:

  • NEW! Exclude option: Compensation Schedules now have the ability to exclude loans from compensation, tiers units, and volume. 

CompenSafe compensation schedule exclude
  1. From the Compensation Schedule page, click Edit under the Detail tab.
  2. Click Exclude tab.
  3. Click checkbox next to each loan type the exclusion applies to.
  4. Click Save and Done.

Not using CompenSafe? Request a live demo to learn more about our automated loan origination compensation calculation and LO dashboard software.

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