Description

The Real Estate Agent Report shows your partner information for buyer and seller agents associated with an application. Creating a partner in a web application or mobile application as a buyer/seller agent adds 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.

Date Range
Branches
Buyer/Seller
Campaigns

This article covers the following topics:

1 How to View the RE Agent Report
2 Report Filters
3 Report Columns
- 3.1 Columns Displayed by Default
- 3.2 Additional Columns

How to View the RE Agent Report

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 Filters table 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 Columns table below for a description of the data contained in each column.)

Notes

Click any of the hyperlinked counts to display the Leads Details popup. See the Leads Details article for more details.
You 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.

Report Filters

Select options from the following filters when running a Real Estate Agent Report.

Filter	Description

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 commissioner 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

Report Columns

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.

Results can be grouped by column by dragging the column header above the column names. Column totals are listed at the bottom of the report. The Totals row contains the aggregated data of the respective columns.

Columns Displayed by Default

Column Name	Description

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.

Click the three dots to the right of any column header.
Click Columns.
Place a checkmark next to the column name you would like to add.

INS Documentation

RE Agent Report

Analytics