Waterstone Advance — Broker Portal

WaterstoneAdvance

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Portfolio Overview

All deals

Monthly Funded Volume

Portfolio by Status

Commission by Broker

⚠ Needs Attention

All Deals

Every deal from your Commission Tracker — all columns

All

Completed

Active

At Risk

Default

Hold / PSF

Requested

PIF ✓

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Date	Deal Name	Broker 1	Broker 2	Funded	Payback	Factor	Term	Freq	Rem/Period	Funder	Funder Comm Status	FC%	Full Comm $	PSF%	PSF $	B1%	B1 $	Payout Date	B2%	B2 $	AB Share	Gross Comm	Net Comm	Type	Payer	Lead	Notes	Status	Progress

Payback Tracking

Per-deal remittance schedule & collection progress

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Deal Name	Broker	Funded	Total Payback	Est Collected	Est Remaining	Rem/Period	Freq	Periods Left	Est Payoff	Status	% Complete

Monthly Summary

Funding volume & commissions by month with per-broker breakdown

Monthly Funded ($)

Monthly Commission ($)

Monthly Funded by Broker

Weekly Summary

Deals funded & paybacks due by week

Broker Payroll

Commission earnings & deal-by-deal breakdown per broker

Payroll Master

Actual payroll payments as recorded in your Payroll Master sheet

Add New Deal

Date Funded

Deal Name

Broker 1

Broker 2

Amount Funded ($)

Factor Rate

Total Payback (auto)

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Term (# of periods)

Frequency

Rem / Period (auto)

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Funder

Funder Comm Status

Full Comm % (PSF)

Full Comm $ (auto)

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PSF % Override

PSF $ Override

Broker 1 %

Broker 1 $ (auto)

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Payout Date

Broker 2 %

Broker 2 $ (auto)

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AB Share (Auto 3%)

Total Paid Out (auto)

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Net to Waterstone (auto)

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Status

Deal Type

Payer

Lead Source

Stopped paying on (Default only)

Notes