Performance Boosters

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What is a performance booster?

• Measurement type: What metric to measure (dollar volume or loan count)
• Time window: The period over which production is measured
• Threshold conditions: Tiered levels of production, each with a bonus amount

Loan Officer closes loan
  |
  +--> Engine finds matching commission rule
  |
  +--> Rule linked to a performance condition?
  |      |
  |      +--> Look up the booster for that condition
  |      +--> Calculate the time window (e.g., "last 1 month")
  |      +--> Query the LO's production stats in that window
  |      +--> Check if stats meet the condition's threshold
  |      |
  |      +--> Threshold met? --> Add bonus to commission
  |      +--> Not met? --> No bonus
  |
  +--> Continue with normal commission calculation

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Creating a Performance Booster

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Step 1: Open the Template Editor

1. Navigate to Commission Templates and click on a template.
2. Click Edit.
3. Switch to the Performance Booster tab (or scroll to the Performance Booster section).

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Step 2: Enable the Booster

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Step 3: Configure Measurement Type

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Step 4: Configure the Time Window

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Duration Type

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Period Type

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Period Value

• “In the last 1 Month” = the 30 days prior to the funded date
• “In the last 3 Months” = the 90 days prior to the funded date
• “In the last 1 Quarter” = the 3 months prior to the funded date

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Time Window Examples

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Step 5: Add Threshold Conditions

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How Thresholds Are Evaluated

1. Sorts all conditions by threshold in descending order (highest first).
2. Compares the employee’s production metric against each threshold.
3. The first condition where the employee’s metric is greater than or equal to the threshold is selected.
4. That condition’s bonus is applied.

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How the Bonus Is Calculated

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Linking Boosters to Rules

1. Finds the booster that contains the linked condition.
2. Calculates the time window based on the booster’s settings and the loan’s funded date.
3. Queries the loan officer’s production (volume or units) within that window.
4. Checks if the employee qualifies for the linked condition.
5. If qualified AND the qualifying condition matches the linked one, the bonus is applied.

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Worked Examples

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Example 1: Monthly Volume Bonus

• Measurement Type: Volume ($)
• Duration Type: In the last
• Period Type: Month
• Period Value: 1

1. Engine checks Gold tier: $6.2M >= $10M? No.
2. Engine checks Silver tier: $6.2M >= $5M? Yes.
3. Silver tier qualifies. Bonus = 10 bps.

• Bonus = $2,000 x 10 / 10,000 = $2.00 (10 bps of gross commission)

• Bonus = $250 added to the commission on this loan.

• Bonus = $2,000 x 10 / 100 = $200 added to the commission.

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Example 2: Quarterly Unit Count Bonus

• Measurement Type: Units (# loans)
• Duration Type: Since beginning of
• Period Type: Quarter
• Period Value: 1

1. Engine checks: 18 >= 15? Yes.
2. Bonus = $300 added to this loan’s commission.

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Example 3: Annual Volume Tiers

• Measurement Type: Volume ($)
• Duration Type: Since beginning of
• Period Type: Year
• Period Value: 1

1. Engine checks Platinum: $28M >= $50M? No.
2. Engine checks Gold: $28M >= $25M? Yes.
3. Bonus = $3,000 x 15 / 100 = $450 added to this loan’s commission.

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Important Notes

• Each template can have one performance booster, but that booster can have many threshold conditions (tiers).
• The booster must be set to Active to be evaluated. Deactivating the booster disables all performance bonuses without deleting the configuration.
• Production stats are calculated from all funded loans for the loan officer within the time window, across all pay periods.
• The performance bonus is calculated per loan. Each loan in a pay period is independently evaluated against the booster thresholds.
• If an employee’s production does not meet any threshold, no bonus is added — the base or rule commission stands as-is.