Excel Mortgage Compensation Revamp
Budget: $30 – $250 USD
I need an Excel expert to revise a mortgage loan originator (MLO) compensation calculation spreadsheet.
Key requirements include:
- Modify commission rates:
- Add specific products with different commission rates
- Set up minimum and maximum commissions per provided chart
- Deduct 10 bps for branch referrals
- Update bonus structures:
- Establish annual bonus qualification of 6 bps based on provided chart
- Add 3 bps quarterly bonus with toggle checkbox to include in total
- Set up 25 bps referral income for loans referred to another MLO
Ideal skills and experience:
- Advanced Excel proficiency
- Experience with financial calculations and compensation structures
- Attention to detail and accuracy
- Ability to follow provided charts and guidelines
Sales Assistant Cost:
Image
Image
Comp Plan Highlights:
Image
Image
Image
Key requirements include:
- Modify commission rates:
- Add specific products with different commission rates
- Set up minimum and maximum commissions per provided chart
- Deduct 10 bps for branch referrals
- Update bonus structures:
- Establish annual bonus qualification of 6 bps based on provided chart
- Add 3 bps quarterly bonus with toggle checkbox to include in total
- Set up 25 bps referral income for loans referred to another MLO
Ideal skills and experience:
- Advanced Excel proficiency
- Experience with financial calculations and compensation structures
- Attention to detail and accuracy
- Ability to follow provided charts and guidelines
Sales Assistant Cost:
Image
Image
Comp Plan Highlights:
Image
Image
Image