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What adjustments are

An adjustment is a named amount attached to a loan that modifies its financial calculations. Each adjustment has:

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Where adjustments appear

Adjustments are managed from the Revenue tab on the loan detail page, below the revenue line items section.

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Adding an adjustment

  1. Navigate to the loan detail page.
  2. Go to the Revenue tab.
  3. Scroll down to the Adjustments section.
  4. Click Add Adjustment.
  5. A dialog opens with the following fields:
  1. Click Add Adjustment to save.

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Removing an adjustment

Click the X button on the right side of any adjustment row. The removal takes effect immediately.

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How adjustments affect calculations

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Revenue impact

On the Revenue tab, the Total Adjustments summary card shows the sum of all flat-dollar adjustments on the loan. This total feeds into the Net Revenue calculation:
Percentage-based adjustments are excluded from the simple sum display and are calculated dynamically based on their basis.

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Commission impact

When an adjustment has Applies to Commission checked, it modifies the commission calculation for the loan. The impact depends on the amount type:
  • Flat adjustments: The dollar amount is added to or subtracted from the commission base.
  • Percentage adjustments: The percentage is applied to the specified Commission Basis (Loan Amount or Broker Compensation) to compute a dollar amount, which is then applied to commissions.
Adjustments with Applies to Revenue checked modify the revenue figures visible on the Revenue tab and in reporting.

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Common adjustment examples

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Adjustments from CSV uploads

Adjustments cannot be imported directly via CSV upload. They must be added manually on the loan detail page. If you have recurring adjustments that apply to many loans, consider adding them individually after the initial upload.

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Viewing adjustments

The adjustment list shows:
  • The adjustment name (from the named adjustment catalog or the description field)
  • A badge indicating whether the amount is flat ($) or percentage (%)
  • The amount, formatted as currency or percentage
  • A remove button
If no adjustments have been added, the section displays “No adjustments.”