Set this month’s goal and read the activity blueprint
Use the verified Goals & Commission Calculator flow to calculate a monthly target, save it to the right MLO, and read the resulting progress.
Before you start
- Be signed in with a linked MLO profile, or be an Admin or Company admin who can select an MLO.
- Know whether the target should be expressed as an annual income goal or closed deals per month.
Step by step
Open Goals & Commission
Select “Goals & Commission.” The page heading is “Goals & Commission Calculator,” with a Set Your Goal card and a current-month progress card.
Choose the goal basis
Select “By Income” and enter “Annual Income Goal,” or select “By Deals” and enter “Closed Deals per Month.” The calculator updates the visible Deals/Month, Applications Needed, Conversations/Month, Active Partners Needed, Monthly Volume, and Annual Income metrics.
Choose the MLO when prompted
Admins and Company admins use “Save Goal for MLO” and select an MLO. An MLO sees “Saving goal to your profile.”
Save the current-month target
Select “Save This Month’s Goal.” A successful save shows “Goal saved!” and refreshes the goal data.
Read the plan and progress
Review the visible month heading, percentage of goal, closed and remaining deals, estimated commission, and “Weekly Activity Blueprint.” Use those numbers as a planning reference.
Check your work
- The calculator metrics change when you switch between By Income and By Deals.
- The page shows “Goal saved!” after saving.
- The current-month progress tracker and target reflect the saved goal after refresh.
Troubleshooting
Save This Month’s Goal is disabled.
An administrator must select an MLO in “Save Goal for MLO.” An MLO must have a linked profile. Confirm the selection or ask an administrator to verify the profile.
The saved target is not visible in progress.
Wait for the “Goal saved!” confirmation and refresh once. Confirm that the month heading and selected MLO are the intended scope; report the visible target and message if they still disagree.
The calculated numbers do not match a separate business plan.
Compare the displayed assumptions with the plan. Recheck the selected mode and input value, then treat the page as a calculator estimate rather than manually changing a target to force a match.
Important limits
- The page visibly uses assumptions of a $350K average loan, a 1.0% commission rate, 2.5 applications per close, 5 conversations per application, and 1.5 deals per partner per month. These are planning assumptions, not a compensation agreement.
- Saving a goal does not create or close loans and does not guarantee income, volume, or commission.
- Company admin selections and results remain company-scoped; verify the selected MLO before saving.