TrackMyCM

Channel Management Software

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This platform functions as a extensive commission management system designed specifically for MCA broker shops, offering an integrated solution to track deals, perform automated calculations, manage multi-level commission splits, and streamline payout processes. Its key features include real-time dashboards with detailed drill-down analytics, transparent portals for team members, automated bank reconciliations, and audit-ready recordkeeping—addressing challenges such as manual spreadsheet errors, missed commissions, time-consuming reconciliations, and lack of visibility into payout status. It is ideal for merchant cash advance brokers and financial service providers seeking efficient, accurate, and transparent management of their commission workflows, ensuring every dollar is accounted for and disputes are minimized.

TrackMyCM can be found in Channel Management Software categories.

The most similar products to TrackMyCM are:

Ziggma Promoted → RPM → Commissionly →

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Details

TrackMyCM Main Features

• Time Saving
  Reduce hours of work on spreadsheets to just minutes with automation.
• PSF Fee Support
  Include PSF fees in the commission calculations when needed.
• Bulk Deal Import
  Quickly add many deals at once to your system.
• Role-Based Access
  Allow different team members to see only the information they need based on their role.
• Self-Serve Portal
  Reps can see their deals and payout information anytime without needing help.
• Multi-Level Splits
  Automatically divide commissions among different levels like reps, team leaders, and owners.
• Real-Time Tracking
  Track commissions from deal entry to final payout in real time.
• Audit-Ready Records
  Keep organized records that are easy to review and prepare for audits.
• Bank Reconciliation
  Match your records with your bank to see what has cleared and what is still pending.
• Commission Tracking
  Track every step of the commission process from the deal to the payout.
• Transparent Payouts
  Show clear and visible payouts for each person so everyone knows what they earned.
• PDF Invoices for Payouts
  Generate PDF invoices with one click for payouts to reps.
• Payouts & Reconciliation
  Know exactly what you owe, what has been paid, and what has cleared the bank.
• CSV Import for Bulk Deals
  Import many deals at once using CSV files for faster data entry.
• Dashboard with Drill-down
  Use real-time dashboards to see details by rep, deal, or date.
• Automatic Commission Calculation
  Save time by automatically calculating splits instead of manual work.
• Clawback Tracking and Settlement
  Manage and settle clawbacks if commissions need to be recovered.
• Deal Entry with Auto-Calculation
  Enter deals easily and automatically calculate commissions.

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