Description
The Real Estate Agent Report records how many leads a specific real estate agent has supplied. It also records the conversion rates of the leads provided by the real estate agent.The Real Estate (RE) Agent Report shows your partner information for buyer and seller agents associated with an application. Creating a partner in a
Date Range
Branches
Buyer/Seller
Campaigns
This article covers the following topics:
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Select RE Agent Report from the inSight dropdown menu.
The Real Estate Agent Report page opens.
Select the filters you would like to see on the report. (See the Real Estate Agent Report Filterstable below.)
Click Run Report. The report may take up to one minute to open.
The screen displaying the report data opens. (See the Real Estate Agent Report Columnstable below for a description of the data contained in each column.)
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Certain columns appear in the Real Estate Agent Report by default. Additional columns can be added to meet the user’s specific needs in any report.
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Column Name | Description |
|---|---|
RE Agent Name | Name of the real estate agent |
RE Agent Company Name (Branch) | Name of the real estate agent branch |
RE Agent Company Brand | Name of the real estate agent company |
Primary Agent Name | Name of the agent initially assigned to a lead |
Total Leads | Total amount of leads provided by the real estate agent |
Conversion Rate | Percentage of leads that get to processing |
Application | Leads tied to the real estate agent (hyperlinked) |
Funded | How many of the leads reached funded status |
Additional Columns
You can filter down to add columns to a Real Estate Agent Report.
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