This post explains which documents are required to process a CDA and why incomplete files delay payment.
Submitting a CDA is not just about filling out a form.
It is about supporting that request with the correct documentation.
When documents are complete, payment is smooth.
When documents are missing, payment slows down.
Why Documents Matter
A CDA authorizes the movement of funds.
Before a CDA can be issued, Easy Realty must be able to verify:
- The transaction
- The compensation structure
- The parties to the deal
- The brokerage’s role in the transaction
We cannot rely on assumptions or partial files.
We rely on the documents you submit.
Required Transaction Documents
At a minimum, your CDA request must be supported by:
- A fully executed purchase, sale, or lease agreement
- All executed addenda that affect compensation
- Any commission or compensation-related agreement
- Amendments if the price or commission has changed
Unsigned or draft documents cannot be used.
Settlement Statements
If a preliminary or final settlement statement is available, upload it.
This is not always required at the time of submission, but it is helpful and can prevent last-minute issues.
Settlement statements must clearly show:
- Gross commission
- Brokerage side
- Any adjustments affecting payout
Referral Transactions
If the transaction involves a referral, you must include:
- The executed referral agreement
- Any referral fee disbursement authorization
Referral transactions cannot be processed without clear broker-to-broker documentation.
Rental Transactions
Rental deals often cause confusion.
For rental transactions, documentation may include:
- Executed lease agreement
- Any written agreement showing compensation terms
- Documents identifying who is issuing payment (owner, management company, or brokerage)
If the check is issued by anyone other than a closing company, Easy Realty must receive the funds and redistribute commission by ACH.
What Happens If Documents Are Missing
If required documents are missing or incomplete:
- The CDA request will be returned
- You will be notified through the support ticket
- Payment will not be scheduled until the file is complete
This is not punitive.
It is required to protect everyone involved.
Common Documentation Issues We See
These issues cause most delays:
- Missing signatures
- Uploading only the first page of an agreement
- Submitting outdated amendments
- Incorrect commission amounts that do not match the contract
- Uploading screenshots instead of full documents
Double-check before submitting.
A Simple Rule of Thumb
If the document affects:
- Price
- Commission
- Parties
- Brokerage compensation
It should be uploaded.
If You Are Unsure
If you are unsure whether a document is required, include it.
It is always easier for us to ignore an extra document than to chase a missing one.
Related Resources
- How to Request a CDA (Commission Disbursement Authorization)
- Transaction Documentation Checklist
- Referral Fee Disbursement Authorization
- How Support Requests Work at Easy Realty
