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Filter

Description

Date

  • Defines the time period of the report

  • Always It always defaults to the current date when it first opened

Branch

  • Is the listing of branch names of associate leads

  • Always defaults to My Branch when first opened

Buyer/ Seller

 

  • Buyer A buyer agent is someone who is actively helping their client look for a home.

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

  • Always It always defaults to All when first opened

Campaign

  • Displays information pertaining to about the selected campaign

  • Always It 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.

Info

For See the Campaign article for more information about campaign data contained in the Real Estate Agent Report, see the Campaign article.

Column Name

Description

RE Agent Name

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

RE Agent Branch

Name of the real estate agent branch

RE Agent Company

Name of the real estate agent company

Primary Agent Name

Current The current primary agent of the application

Total Leads

  • Total The total amount of leads provided by the real estate agent

  • Clicking the number opens the Leads Details

Conversion Rate

Percentage of leads that get to processing

Application

  • The lead is one of the application statuses

  • Clicking the number opens the Leads Details

Funded

  • The lead resulted in a funded loan

  • Clicking the number opens the Leads Details

Info

See Creating a Partner: Web Application or Mobile Application to see how to view the fields associated to with your partners.

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Lead Details

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