Criteria Notes

• Bank ID
• Agent ID
• Rel Prof ERG ID
• Agent Type

  There are two agent types you can set up for Relationship Profitability:

  Referral Partner/Sales Agent

  You can set up this agent type with unique buy rates and a specified share percentage, or a share percentage based on net income, as well as other pricing options.

  ISO/Sub-ISO

  All pricing for this agent type is treated as expense. Only buy rates can be designated in the agent’s Relationship Profitability Expense Rate Group.