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splitverde

Getting Started · 3 min read

Welcome to SplitVerde

Understand the main areas of your commission workspace.

Visual workflow map · illustrative, not a screenshot

1. Choose a plan2. Sign in3. Name workspace4. Add carrier5. Set schedule6. Calculate7. Reconcile

Follow the numbered instructions below. Exact button names and paths are taken from the application; actual screen captures will be added in the visual walkthrough phase.

Your agency workspace

SplitVerde brings commission reconciliation, carrier schedules, saved reports, producer management, and payout tracking into one workspace.

Start from the dashboard to navigate to Reconciliation, Reports, Carriers, Producers, or Payouts.

A typical workflow

Prepare your commission files, reconcile expected amounts against carrier payments, review discrepancies, and save the results.

When producer compensation applies, use your saved reconciliation to prepare payout information and producer statements. SplitVerde tracks payouts; it does not send money.

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