Advisor Resources

Everything you need to build your advisor business.

Certification, commissions, client selling, and lead gen. Straight answers, no fluff.

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Unpaid travel agent commission: how to find it and get it paid
Cash flow

Unpaid travel agent commission: how to find it and get it paid

Unpaid travel agent commission can still be claimed if you act in time. Why hotel and cruise commission goes missing, each chain's claim window, and how to get paid.

9 minute read
How to trace a payment: from traveler card to supplier to advisor payout
Payments

How to trace a payment: from traveler card to supplier to advisor payout

Trace any travel payment with the right reference: authorization code, ARN, ACH trace number, IMAD, UETR or SEPA end-to-end ID. Who to ask and what to send.

10 minute read
Paying travel agents: W-2 vs 1099, and which tax forms you need (W-4, W-9, 1099-NEC)
Agency ops

Paying travel agents: W-2 vs 1099, and which tax forms you need (W-4, W-9, 1099-NEC)

Should travel agents be W-2 employees or 1099 contractors? The IRS control tests, the forms you need (W-4, W-2, W-9, 1099-NEC), the 2026 $2,000 threshold and deadlines.

10 minute read
Commission split models for travel agencies: common splits and when each makes sense
Agency ops

Commission split models for travel agencies: common splits and when each makes sense

Travel agent commission splits explained: flat, tiered, lead-based, salary plus commission, fee-based and cap models, with host-published ranges and a worked example.

9 minute read
Travel agency chargebacks: why they happen and how to prevent them
Payments

Travel agency chargebacks: why they happen and how to prevent them

Why travel agencies get chargebacks, the Visa reason codes that matter, what a dispute costs, and how to prevent and answer one with clear terms and 3-D Secure.

8 minute read
Authorization holds vs charges: how holds protect travel agencies and travelers
Payments

Authorization holds vs charges: how holds protect travel agencies and travelers

An authorization hold sets money aside on a traveler's card without taking it. How holds differ from charges, how long they last, and when your agency should use one.

5 minute read
SWIFT transfer fees and time: where the costs and delays come from
Payments

SWIFT transfer fees and time: where the costs and delays come from

SWIFT transfer fees and time, explained: where the costs and delays come from, who pays under OUR, SHA and BEN, and how your agency can pay less and wait less.

9 minute read
How to pay international suppliers without wire fees: local accounts and netting for travel agencies
Payments

How to pay international suppliers without wire fees: local accounts and netting for travel agencies

Pay international suppliers without a wire fee on every invoice: hold local-currency balances, pay over domestic rails, and net what you owe so less gets converted.

7 minute read
ACH payments for travel agencies: timing, limits and return risk
Payments

ACH payments for travel agencies: timing, limits and return risk

ACH payments for travel agencies: how fast ACH settles, the $1M Same Day limit, the 60-day return risk on consumer debits, and when ACH beats cards or wires.

8 minute read
SEPA Instant payments for travel agencies: what changes for European travelers
Payments

SEPA Instant payments for travel agencies: what changes for European travelers

SEPA Instant payments land euros in about 10 seconds, 24/7. What the 2025–2027 EU deadlines, name checks and limits mean for travel agencies receiving payments.

7 minute read
A Tripdash advisor reviewing an AI-generated trip itinerary draft on a laptop
Inside Tripdash

A Look Inside Our Advisor Training Program

How new Tripdash advisors actually learn the job: shadowing real AI drafts, mastering the review checklist, and earning more responsibility over time.

6 minute read
An itinerary being assembled from several pieces at once, flight, hotel, and activity cards converging into a single trip plan on a phone screen
Inside Tripdash

Announcing Faster Drafts: How We Cut Planning Time Further

Trip drafts from Marlow now come together faster. Here's the plain-English version of what changed under the hood, running independent planning steps at once and reusing common destination data, and why the human advisor review before booking hasn't changed at all.

6 minute read