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The RE Agent Report will show shows you Partner partner information for Buyer and Seller Agents associated with the lead. Creating a partner in a Web Application or Mobile Application as a Buyer | / Seller Agent will add them to the RE Agent Report. The results can also be filtered in the following ways to allow you to gain insights into your partners differently.

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Filter

Description

Date

  • Defines the time period of the report

  • Always defaults to the current date when first opened

Branch

  • Is the listing of branch names of associate leads

  • Always defaults to My Branch when first opened

Buyer/ Seller

 

  • Buyer agent is someone who is actively helping

his

  • their client look for a home

  • Seller agent is the agent who is selling the property/mortgage

  • Always defaults to All when first opened

Campaign

  • Displays information pertaining to the selected campaign

  • Always defaults to All when first opened

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  • Additional columns can be added to the report.

  • Column totals are listed at the bottom of the report.

  • The Totals row contains the aggregated data of the respective columns.

  • The columns can be ordered in ascending or descending order by clicking on the column header or selecting it in the column dropdown. Additionally, columns can be reordered by dragging the column header

  • More statuses can be added/removed. The statuses displayed are configured according to each organization.

  • Column totals are listed at the bottom of the report.

  • The Totals row contains the aggregated data of the respective columns.

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Column Name

Description

RE Agent Name

Name of the real estate agent selected from the drop-down list of Agentsagents

RE Agent Branch

Name of the real estate agent branch

RE Agent Company

Name of the real estate agent company

Primary Agent Name

Current primary agent of the application

Total Leads

  • Total amount of leads provided by the real estate agent

  • Click on Clicking the number to open up opens the Lead Leads Details

Conversion Rate

Percentage of leads that get to processing

Application

  • The lead is one of the application statuses

  • Click on Clicking the number to open up opens the Lead Leads Details

Funded

  • The lead resulted in a funded loan

  • Click on Clicking the number to open up opens the Lead Leads Details

Info

See Creating a Partner: Web Application or Mobile Application

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to see how to view the fields associated to your

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partners.

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Lead Details

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Details

Clicking on any of the counts will display the Leads Details popup. See the Leads Details article for more detailsinformation.