Name: ASSIST Commission
Author: Escientia

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Service Mesh

Development

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Pay Equity

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Center Backup

Data Integration

Data Masking

Database Load Balancing

Edge Computing

Email Encryption

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Object Storage

SQL Server Performance Monitoring

Unified Endpoint Management (UEM)

Web Content Filtering

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Content Management

Customer Journey Analytics

Digital Asset Management

Digital Content Creation

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Consulting

Sales

Animation

Dealer Management

PCB Design

Travel Agency

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

AspenOne Supply Chain Management

Aspen Technology

ReportsNow

FastPIPE

FastEST, Inc.

Document Locator

ColumbiaSoft

Crowdtap

Frosmo

Frosmo Ltd

Aras PLM

Aras Corporation

Azurepath

Azurepath, LLC.

The ASSIST Commission, developed by Escientia Pty Ltd, is a commission management system specifically designed for mortgage brokers. It caters to lenders, mortgage managers, and aggregators of all sizes. According to the vendor, this solution is utilized by professionals in the mortgage brokering industry, as well as those in the finance industry who require accurate commission management.

## Key Features

**24/7 on the cloud**: According to the vendor, the system allows staff and brokers to access accurate and timely information via a web browser from anywhere, at any time.

**Sophisticated data mining**: The product provides advanced data mining capabilities, allowing users to search and report on loans based on various criteria such as balance, interest rate, expiry, and type, as claimed by the vendor.

**RCTIs on demand**: The system automatically generates and emails Recipient Created Tax Invoices (RCTIs) to all relevant parties within the referral/split arrangement, according to the vendor. RCTIs are also available for download at any time.

**Easy commission upload**: The system supports easy commission file upload with over 60 lender commission file processors already in place, as stated by the vendor. It automatically recognizes the lender's format and transposes it into the system, matching it against the designated broker.

**Commission matching**: According to the vendor, the system simplifies the management of commission exceptions through a wizard-driven interface. It uses a proprietary method to align commissions with brokers, allowing for easy management of misspelt names, incorrect loan account numbers, or settlement amounts.

**Empower brokers**: The system enables brokers to set automated triggers to notify them of upcoming loan expiry, loan threshold pay down, or potential default scenarios, according to the vendor.

**Intuitive Dashboard**: The system provides an instant snapshot of loan book and distribution channel performance through an intuitive dashboard. Metrics such as average loan value, number of new loans, and loan value are included, as claimed by the vendor.

**Product definition**: According to the vendor, the system allows lenders and mortgage managers to establish product profiles that define upfront percentage, trail percentage, and clawback period. It also offers extended rules for further refinement of business rules.

**Broker Compliance and Audit**: The system simplifies broker compliance and audit processes by allowing the monitoring of broker accreditation through the upload of supporting documents and monitoring of associated expiry dates, according to the vendor.

Winter 2017 / 10.4.6

Salesforce Maps

Oracle Sales guides sellers with intelligent recommendations to help them focus on the most valuable prospects at the right time. These machine learning-based CRM selling tools center around clean, complete customer data from internal and external sources.

Professional

Standard

Premium

Oracle Sales

ASSIST Commission

Sales Commission/Compensation Planning software is for  administration of sales incentives like sales commissions and service rewards.

Sales Incentive Compensation Management

Escientia

Sales ICM

Features around incentive compensation management for sales

Sales compensation plan creation

Easy for Sales to create incentive compensation plans without IT assistance.

Complex sales crediting

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Sales compensation process automation

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Incentive auditing/regulation compliance

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

Sales compensation dashboards & forecasting

Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

Incentive modeling

Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

Agile incentive strategy

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

ICM mobile visibility

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Sales Incentive Compensation Management Software

ASSIST Commission

Overview

What is ASSIST Commission?