Versions Compared

Version Old Version 4 New Version Current
Changes made by

Ardith Sinykin (Unlicensed)

Rebecca Kornblum

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

...

The Real Estate (RE) Agent Report will show shows you Partner information for Buyer and Seller Agents associated with the lead. Creating a partner 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.

...

Filter

Description

Date

  • Defines the time period of the report.

  • 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

 

  • A Buyer

agent

  • Agent is

someone who is

  • actively helping

his commissioner

  • their client look for a home.

  • Seller

agent

  • Agent is the agent who is selling the property/mortgage.

  • Always defaults to All when first opened.

Campaign

  • Displays information pertaining to about the selected campaign.

  • Always defaults to All when first opened.

Info

Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.

...

  • 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 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.

For
Info
Info

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 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 The current primary agent of the application.

Total Leads

  • Total The 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

...

to see how to view the fields associated

...

with your

...

partners.

...

Leads Details

 Leads Details

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