The Commission Disbursement Authorization tells the title company exactly who gets paid at closing. Here's the whole process, start to signature — six steps, all in one tab.
Sign in, open Deals, and pick the deal that's closing. Click the CDA Workflow tab. Everything below happens there or on the Financials tab right next to it.
On the Financials tab, add anything that moves money on this deal: referral fees you owe a referring brokerage, commission payables owed to a cooperating brokerage, and commission receivables you expect to collect. Referral fees need the referral agreement and a W-9 on file; payables need a W-9 too (in-house payees are covered automatically). A receivable set to auto-invoice needs an email address and an amount — or switch auto-send off for that receivable. Nothing to enter? That's fine — you'll confirm it in step 5.
The CDA Workflow tab shows a live checklist: deal value, commission (percentage or flat fee), closing date, representation type with client names (both sides on an intermediary deal), the full property address, title company name and address on sale transactions, and every required document uploaded. Green across the board means you're ready. If an item genuinely doesn't apply, your broker can waive it.
If your broker has added conditions to the deal (they look like COND-1234), respond to each one — mark it done, upload the document, or leave a note. An open condition blocks submission until it has a response.
Check the box confirming you've entered all commission receivables, payables, and referral fees for the deal. If there are no payables or no referral fees, you'll confirm that explicitly — “none” is an answer, not a blank.
Choose how you'd like this commission paid — Stripe payout, wire transfer, or mailed check (your default is pre-selected) — then hit Submit CDA Request. Done.
From here the platform carries it. You're notified at each stage.
Your request lands in your broker’s review queue. You’re notified at every step from here.
Your broker approves it or requests changes with notes. If changes are requested, answering the last open condition resubmits it automatically — no extra clicks.
The approved CDA goes out for signature electronically.
Commission figures lock, your payout amount is set, invoices queued to auto-send go out, and your payout moves forward. The deal can now be marked closed.
A referral fee or payable without a W-9 on file blocks submission. Upload it from the Financials tab.
An invoice with nowhere to send blocks the CDA. Add the email address and amount — or turn off auto-send for that receivable.
Any response clears it — mark it done, attach the document, or leave a note.
Open your deal and the CDA Workflow tab walks you through it. Stuck on a step? Ask ConsoleX from your dashboard — it knows this process end to end.
Sign in and open your deal