Case Study: JMAC Lending simplifies complex commission reporting with CaptivateIQ

JMAC Lending runs commissions for 50 reps across the nation at the push of a button

JMAC Lending, a small finance company with about 50 sales reps nationwide, struggled to manage highly complex commission plans tied to loan units, volume, adjustments, kickers, pull-through, and payment timing. Before CaptivateIQ, the team relied on Excel and Crystal Reports, and every plan change meant time-consuming manual updates and one-by-one report distribution.

With CaptivateIQ, JMAC Lending gained a flexible commissions platform that could handle its nuanced calculations without forcing the company to change its plans. The team can now generate and send statements to every rep at the push of a button, saving significant time and reducing operational risk from turnover; the case study also notes that no rules had to be changed to conform to the platform and that 50 reps receive individual reports automatically.

JMAC Lending

Ashley Nguyen

Controller