Automated distribution of commission statements to brokers

Purpose

 1.1. Automate creation, formatting, and delivery of commission statements to brokers.
 1.2. Eliminate manual statement distribution, ensuring timely and error-free financial communication.
 1.3. Allow for secure document delivery, audit trails, and integration with financial back-office.
 1.4. Provide customizable templates and recipient management for varied broker agreements.

Trigger Conditions

 2.1. Successful transaction closed and recorded in the CRM.
 2.2. Scheduled period close (e.g., end of month or quarter).
 2.3. Receipt of payment from client account settles invoice.
 2.4. Financial approval posted in accounting system.

Platform Variants

 3.1. Microsoft Dynamics 365
  • Feature: Power Automate Flow – “When a sales invoice is posted” triggers document generation and email action.
 3.2. Salesforce
  • Feature: Process Builder – Auto-generate statements on Opportunity close; Email Integration for delivery.
 3.3. QuickBooks Online
  • Feature: Webhooks/API – “Invoice paid” event triggers document preparation and dispatch via email or file share.
 3.4. SAP S/4HANA
  • Feature: SAP Business Workflow – Trigger on Journal Entry/Invoice clearance; Output Management for PDF distribution.
 3.5. Xero
  • Feature: API trigger for “Invoice Paid/Approved” – Generate and send to broker via configured email channel.
 3.6. HubSpot
  • Feature: Workflow Automation – On Deal Closed-Won, trigger document creation and send via email.
 3.7. Google Workspace (Gmail & Docs)
  • Feature: Apps Script with Gmail API – Auto-generate statements as Docs, convert to PDF, and email.
 3.8. DocuSign
  • Feature: API workflow – Once document created, send securely for digital delivery and confirmation receipt.
 3.9. Zapier
  • Feature: Trigger Action “New Row in Google Sheets” leads to PDF generation and email via Gmail.
 3.10. Make (formerly Integromat)
  • Feature: Scenario triggers on database update; use PDF/Email modules to distribute statements.
 3.11. Adobe Acrobat Sign
  • Feature: Automated send for signature or acknowledgment with broker’s email via cloud flow.
 3.12. FreshBooks
  • Feature: “Payment Received” webhook triggers custom statement creation and delivery to the broker.
 3.13. Slack
  • Feature: Use Workflow Builder and bot integration to notify broker and deliver downloadable link.
 3.14. Twilio SendGrid
  • Feature: API – Automatically attach PDF statement and send via transactional email template.
 3.15. AWS SES (Simple Email Service)
  • Feature: Lambda function triggers statement generation and multi-recipient delivery.
 3.16. PandaDoc
  • Feature: API – On financial data update, auto-generate and distribute statements for broker records.
 3.17. Zoho Books
  • Feature: Workflow Rule – On payment status “Paid,” auto-email commission documentation.
 3.18. Monday.com
  • Feature: Automation – When a board’s status is “Deal Closed,” generate and send file to broker.
 3.19. NetSuite
  • Feature: SuiteFlow – Triggers on invoice settlement; auto-generate & email statements.
 3.20. Dropbox Business
  • Feature: File Request – Upload PDFs to broker-specific folders with automated share notifications.

Benefits

 4.1. Speeds commission statement delivery, improving broker satisfaction.
 4.2. Reduces human error and administrative workload.
 4.3. Ensures compliance through secure, auditable document distribution.
 4.4. Frees finance team for higher-value tasks, optimizing workflow efficiency.