Match REP commission statements against expected payouts, flag missing or short commissions, and split with sub-brokers.
Updated May 19, 2026 · 7 min read
REPs pay commissions on a monthly cycle, each with their own statement format and their own quirks. Broker Forge tracks what you should be paid, ingests what you actually got paid, and shows the gap.
How the math works
When a deal closes, the platform computes the expected commission based on:
The contract term length
The customer's usage (kWh)
The REP's commission rate per kWh
Your margin baked into the quote
The expected total is split across the contract term — most REPs pay a percentage upfront and the rest as residuals over the contract life. Each expected payment becomes a line item in the commissions ledger.
When a REP statement arrives, you upload it. The platform matches statement rows to expected payments by customer, ESI ID, and date. Matches get a green check; mismatches and missing rows surface for review.
Step-by-step: reconcile a statement
Upload the statement
Open Commissions. Drop the REP's monthly statement file (Excel or PDF) onto the upload zone. The platform identifies the REP from the file's metadata or content.
Screenshot coming soon
1Expected this period2Received and reconciled3Collection rate
Commissions dashboard — month-to-month payouts, expected vs. received.Open commissions→
Review matches
Three buckets:
Matched — green. Statement row matches an expected payment for the right amount.
Short / over — yellow. The customer is right but the amount differs. Common when usage came in different than estimated.
Unmatched — red. The statement has a row you didn't expect, or you expected a payment that didn't show up.
Screenshot coming soon
1Matched (green)2Short / over (yellow)3Unmatched (red)
Reconciliation view — every row colored by status.
Resolve unmatched rows
For unexpected payments, the platform suggests likely customers based on legal name match. Click Link to customer to associate. For missing payments, open a follow-up task that emails the REP commission contact.
Split with sub-brokers (if any)
If a deal was sourced or worked by a sub-broker, their split is computed automatically and shown on the payout. Splits use the percentages set on the broker profile.
Screenshot coming soon
Split view — your share, their share, on a per-deal basis.
Tips & gotchas
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Statement formats change without warning
A REP can rename a column or restructure their statement file mid-year and break the auto-match. The platform flags this with a "unrecognized statement format" warning. Email support a sample of the new format and the parser will be updated.
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Forecast residuals
The dashboard projects expected residuals 12 and 24 months out based on contracts in force. Use this for cash-flow planning — it's the closest thing the platform has to an AR aging report.
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Adjustments and clawbacks
If a customer cancels mid-contract, most REPs claw back unearned upfront commission. Those clawbacks show as negative line items. The platform tracks net commission per customer over the full contract life.
