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New Option: Exclude Production Split from Commission Calculation
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What's New

Prevent a Workflow from Running on the Same Contact Twice Auto-Fill Estimated Investable Assets from Catchlight Redtail Contact and Task Updates Can Now Sync to LeadCenter New Option: Exclude Production Split from Commission Calculation Direct Integration with Gmail and Google Workspace Replace Linked Custodian Account Pause Event Registration Without Unpublishing the Event Link Multiple Unlinked Accounts at Once Download Notes as PDF Reports New: Notes & Mobile UX Enhancements New: SMS Quick Reply in Text Conversations New: Sync Seminars & Attendees with Zapier New: Claudia AI — Your AI Meeting Assistant Inside LeadCenter New: Dialpad Integration for Calls, Recordings, and Transcriptions New: Amount-Based Commissions for Writing Advisors New: View Multiple Calendars in the Mobile App Appointments with Contacts Without Email New: Google Meet Integration for Appointments New: Associate Contacts with Time Blocks (No Client Notifications) New: Work Week View & Calendar Display Settings New: Household-Level View for Families New: Additional Pipelines for Deals, Projects, and Custom Workflows New: Companies + Deals for B2B Teams New: Sync Orion Insurance Accounts into LeadCenter New: Add Conditional Paths to Your Workflows Add New Contacts with Additional Fields and Copy Records to Spouse New: Internal Subject for Appointments Update Existing Contacts Using CSV New: Capture Calls and Leads from RingCentral and GoTo Connect Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows New: Automate Appointment Workflows with a New Trigger and Wait Node Event Attendee Export Now Includes Address and Tags Build High-Converting Landing Pages with AI — No Coding Required (Beta) Schedule Microsoft Teams Meetings from LeadCenter Cleaner UI with New Peek Icon, Click-to-Call/Email, and Faster Page Loads Redesigned LeadCenter Interface — Simpler, Faster, and Built on Advisors’ Feedback Customize Your Home Page Layout with Widgets Trigger Workflows When Contact Tags Change New Shortcodes Format in Email and Text Templates Manage Your Sales Pipeline with the New Kanban View Record Notes and Messages with AI Speech-to-Text Expected Production Field Added to Sales Pipeline Contacts Push Account Updates to Redtail New: Push Tags & Keywords to Redtail and Tasks & Notes to Wealthbox Set Appointment Reminders by Category Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! 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Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS AI Meeting Prep That Gets You Ready Before Every Appointment

New Option: Exclude Production Split from Commission Calculation

03/05/2026

When multiple writing advisors share a financial account, the production split shows how credit is allocated (for example, 50/50). By default, LeadCenter also uses that split in the automated commission calculation. Now you can choose whether the production split should be included in the commission calculation while still keeping it for reporting.

What’s New

  • New per-advisor commission setting — Keep production split for reporting, and choose whether it applies to commission calculations.
  • Clear indicator — Advisors using this setting show an Excluded badge next to their production split.

How It Works

By default, LeadCenter applies the production split in the automated commission calculation formula. That means an advisor with a 50% split is calculated on 50% of the account value. When you enable "Don't include production split in commission calculation", the split is still recorded and displayed for reporting, but it is excluded from the automated commission calculation for that advisor.

Default formula (split included): Commission Amount = Commission % × Product Fee × Amount Issued × Production Split %
With this option enabled (split excluded): Commission Amount = Commission % × Product Fee × Amount Issued

Example

  • Default behavior: If an advisor has a 50% production split, commission is calculated using 50% of the issued amount.
  • With this option enabled: The split is still shown for reporting, but commission is calculated without applying the split.

How to enable

    Writing Advisors: toggle for “Don't include production split in commission calculation”
    Turn on “Don’t include production split in commission calculation” when adding or editing a writing advisor.
  1. Open a financial account detail page.
  2. In Writing Advisors, click Add (new) or Actions → Edit (existing).
  3. Turn on "Don't include production split in commission calculation".
  4. Click Save.

What is affected

  • Commission amount — For that advisor, commission is calculated without applying the production split.
  • YTD production — The full account value counts toward the advisor’s year-to-date production total (used to determine their commission plan tier).

Tip: When enabled, an Excluded badge appears next to the advisor’s production split in the Writing Advisors table.

Why It Matters

  • Supports different compensation policies — Track splits for reporting while keeping commission calculations aligned to your firm’s rules.
  • Clear visibility — The split is still displayed, and the Excluded badge makes the behavior easy to confirm.
  • Cleaner plan tracking — YTD production reflects the full account value for plan tier calculations.

Questions? support@leadcenter.ai

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.