Documentation Index
Fetch the complete documentation index at: https://docs.keystn.com/llms.txt
Use this file to discover all available pages before exploring further.
Go to Commission > Reports in the sidebar. Select a pay period from the dropdown at the top to view its report.
Report Overview
When a pay period is selected, the report displays two main sections:
Employee Summary Table
The top section shows a summary row for each employee who earned commissions in the selected pay period:
| Column | Description |
|---|
| Employee Name | Full name of the employee |
| Loan Count | Number of loans the employee earned commissions on |
| Volume | Total loan amount for the employee’s loans (LO only) |
| Total Commission | Gross commission earned across all loans |
| File Fees | Total file fee deductions |
| Expenses | Total expenses charged to the employee in this period |
| Draw Data | Previous balance, payment, and carry-over |
| Net Pay | Final payable amount after all deductions and draw adjustments |
Loan Breakdown Table
Below the employee summary, the report shows a per-loan breakdown:
| Column | Description |
|---|
| Loan Number | The broker loan number |
| Borrower | Borrower’s full name |
| Loan Officer | The loan officer on the loan |
| Funded Date | When the loan was funded |
| Loan Amount | The total loan amount |
| Broker Compensation | The brokerage fee earned |
| Gross Commission | The commission before deductions |
| File Fee | The file fee deducted |
| Adjustments | Net adjustment amount from loan-level adjustments |
| Net Commission | The final commission amount for the loan officer |
Per-Employee Report Detail
Clicking on an employee name in the summary table opens their individual report for the selected pay period.
Navigating to the Employee Report
- From the Reports page, click on an employee’s name in the summary table.
- The employee report detail page opens, showing the same pay period selector so you can switch periods.
What the Employee Report Shows
The employee report detail includes:
Commission Line Items
Each line item represents a commission earned on a specific loan, grouped by the employee’s role:
| Column | Description |
|---|
| Role | The capacity in which the commission was earned (Loan Officer, LOA, Processor, Branch Manager) |
| Loan Number | The broker loan number |
| Borrower | Borrower name |
| Loan Officer | The loan’s originating LO (relevant when the employee is a processor or LOA on someone else’s loan) |
| Funded Date | When the loan funded |
| Loan Amount | The total loan amount |
| Broker Comp | Broker compensation on the loan |
| Lender | The lender on the loan |
| Lead Source | Where the loan originated from |
| Payer Type | Who pays the broker compensation |
| Loan Type | Product type (Conventional, FHA, VA, etc.) |
| Loan Purpose | Purchase or Refinance |
| Gross Commission | Commission before deductions |
| File Fee | File fee deducted |
| Adjustments | Loan-level adjustments (for LO role only) |
| Net Commission | Final commission for this line item |
Adjustment Detail
For loan officer commission items, each loan’s adjustments that apply to commissions are listed individually:
- Adjustment description (or name)
- Adjustment amount
Totals by Role
If the employee earns commissions in multiple roles (e.g., as a Loan Officer on their own loans and as a Branch Manager on branch loans), the report breaks down totals by role.
Summary Section
The bottom of the report shows overall totals:
| Field | Description |
|---|
| Total Commission | Sum of all net commission line items |
| Total Expenses | Sum of expenses charged to this employee |
| Total Reimbursements | Sum of any reimbursements |
| Previous Draw Balance | Draw balance carried in from prior periods |
| Draw Balance Carried Over | Draw balance going to the next period |
| Commission Payable | The final amount payable to the employee (net pay) |
Expenses
If the employee has expenses in this period, they are listed:
Exporting Reports
From the Reports Page
On the Reports page, an Export CSV button is available in the header when a pay period is selected. This exports the same data available through the Run Commissions CSV exports:
- Detail export: One row per commission result across all employees and loans
- Summary export: One row per employee with aggregated totals
From the Pay Period Detail
On the Run Commissions pay period detail page (Step 3: Finalize), you can also export:
- Export Detail — Full line-by-line commission data
- Export Summary — Per-employee summary
Both exports produce CSV files that can be opened in Excel or imported into payroll systems.
Draft vs. Finalized Reports
Reports are available for both draft and finalized pay periods:
| Aspect | Draft Period | Finalized Period |
|---|
| Data | Calculated on-the-fly from current rules and loan data | Calculated on-the-fly but reflects the locked state |
| Draw balances | Preview only; not saved to employee records | Saved and reflected in subsequent periods |
| Stability | May change as loans are added/removed or rules are updated | Locked; the calculation is consistent |
| Use case | Previewing upcoming commissions | Official commission records |
Note: Draw balance data is locked at finalization. Commission line items are recalculated from the current rule set when viewed. If rules are changed and the period is unfinalized and re-finalized, results may differ.
Historical Pay Periods
All pay periods are retained and accessible through the pay period selector dropdown. This provides a full history of commission calculations over time.
To review a historical period:
- Open the Reports page.
- Use the pay period selector to choose an older period.
- The report loads with the selected period’s data.
There is no limit to how far back you can view. All finalized and draft periods are available.
Common Report Scenarios
Reviewing an Employee’s Monthly Earnings
- Go to Reports.
- Select the pay period for the month in question.
- Click on the employee’s name to see their detailed breakdown.
- Review each loan’s commission, file fees, adjustments, and the final net pay.
Comparing Periods
- Open Reports and note the employee summaries for one period.
- Switch the pay period selector to a different period.
- Compare loan counts, volumes, and net pay between periods.
Investigating a Commission Discrepancy
- Go to the employee’s report detail for the period in question.
- Review each commission line item — check the role, gross commission, file fee, and adjustments.
- Note the loan details (type, lender, lead source) to understand which rule was applied.
- Cross-reference with the commission template’s rules to verify the correct rule matched.
- If the wrong rule was applied, check the template’s rule filters and precedence order (see Commission Rules).
Preparing Payroll
- Open Reports for the finalized pay period.
- Review all employee summaries and net pay amounts.
- Click Export CSV to download the summary export.
- Import the CSV into your payroll system or use the data to prepare paychecks.
