Pathfinder Brokerage `CO-000001` Active HubSpot

Path	SOS›Pathfinder Brokerage
Representatives	Independent (1099) · inherited · may add people: No · see compensation: No
Type	Insurance · Master Agency
People	1
Members pay	ACH only · Retail pricing · inherited
Link	/co/CO-000001
Dashboard	/my/84139b80d12f494786e26cbab4e7df89 Private production page for this organization: enrollments, policy counts, MRR. The link is read-only; adding people needs the emailed sign-in.
Active members	1 own · 2 with downline
MRR	$100.00 own · $200.00 with downline · $100.00 per rep
Lifetime collected	$125.00 own · $5,100.00 with downline
This month	2 new · 0 churned
Agreement	FMO

Compensation

Next run pays 12% first year / 3% renewal from the custom percents on this record.

Settings

Organization settings

Representatives

How representatives are paid Representatives may add people under them

Representatives see their compensation on their dashboard

Independent (1099) representatives get the full agreement with W-9 and direct deposit; the platform pays them. Internal representatives are paid by their organization, sign a short agreement, and the organization keeps the whole commission. Each representative can override these when added.

Organization

Industry Type

Agreement signerSigner email

Payment methods members may use Pricing tier

Card payments cost SOS more than ACH; leave this on Inherit unless this organization negotiated otherwise. The pricing tier picks which Stripe price a member pays through this organization and everything under it. Members see the retail price struck through when their tier is lower.

Add a representative

Created as Pending. DocuSign emails the agreement with name, compensation, and (when given) SSN already filled; the representative adds date of birth, address, and banking there and signs in one sitting. The record goes Active, and the enrollment link starts working, when it is executed. The SSN is checked against every other representative.

First nameLast name

EmailPhone

How is this representative paid? Independent (1099) · Paid directly by SOS. The agreement collects direct deposit and the W-9. (organization default) Internal (paid by the organization) · The organization pays them. Short agreement: identity, terms, signature. No banking or W-9.

Social Security number (optional; checked for duplicates now and prefilled on the agreement)

May add people under them Sees their compensation

Role Agreement

Compensation profile

Custom first year %Custom renewal %

Back office sets any level. When Pathfinder Brokerage adds people from its own dashboard the offer is capped at its own compensation.

Pending (1)

Invited under this organization and not yet executed. Nothing here can enroll a member until DocuSign confirms the signature.

Who	Kind	Record	Agreement	Sent
Lakeside Partners [email protected]	Sub-organization	Pending agreement	Organization agreement (FMO) · Sent	Oct 23, 10:45 AM

Agreements (0)

No agreement has been sent. Records created by quick-add or roster import have their agreement on file outside the platform.

Applications (1)

Step	Member	Plan	Representative	Updated
Past due	Beatrice Kowalski `MB-001016`	100	`AG-001005`	Oct 15, 11:55 AM	Member Representative Organization Policy

Commission statements

No commission statements yet.

Email

No email yet.

Pathfinder Brokerage CO-000001 Active HubSpot

Compensation

Settings

Organization settings

Representatives

Organization

Add a representative

Add a representative

Pending (1)

Agreements (0)

Applications (1)

Commission statements

Email

Pathfinder Brokerage `CO-000001` Active HubSpot