Create and Edit Agent Contracts

Learn how to create and edit agent contracts. Accurate contract records help colleges stay compliant, manage commission terms, and keep administration organised.

Create Agent Contracts

1. Open the agent’s profile page.

2. Go to the Contracts tab.

3. Click on the New icon above the Contracts grid. A new form will appear.

4. Enter the contract details.

5. Click Save.

Edit Agent Contracts

There are two ways to update an agent contract.

Option 1: From the Contract Details page

1. Open the contract you want to edit.

2. In the header, click Edit Contract.

3. Make the required changes.

4. Click Save to apply the updates.

Option 2: From the Agent Contracts list

1. Open the agent’s profile and go to the Contracts tab.

2. Tick the checkbox for the contract you want to edit.

3. In the action panel, click Edit.

4. Make the necessary changes.

5. Click Save to apply the updates.

Delete Agent Contracts

Contracts that have already been used, such as those linked to an offer, cannot be deleted.

1. Open the contract you wish to delete.

2. In the header, click the More Options icon and select Delete Contract.

3. Confirm the deletion when prompted.

Managing Commissions for an Agent Contract

Creating commissions under an Agent Contract is the best way to keep commission terms organised, consistent, and linked to the correct agreement.

Commission rates created within a contract are exclusive to that contract. Once a commission is set up under a contract, it cannot be reassigned to another contract.

To manage the commissions under a contract:

1. Open the contract you want to manage.

2. Go to the Commissions tab.

3. From the grid, you can create, edit, or delete commissions linked to the contract.