You can link a Loan Account to an Opportunity in Mercury. Once linked, you can view the commission payments directly from the Opportunity.
How to link a Loan Account to an Opportunity
- Before you can link a Loan Account to an Opportunity, the Loan Account MUST be already loaded in the Commissions tab in the Loan Accounts section.
- Open the Opportunity, and select Products from the left-hand panel.
- Highlight the Product and click the Link icon.
- Click the Loan Account you want to link to the Opportunity and click Select.
- After adding the Loan Account, you will the be able to see the Commission payments listed underneath the Product