Real Estate Agent Report: Partner Reporting

Overview

The Real Estate (RE) Agent Report shows you 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.

Date Range
Branches
Buyer/Seller
Campaigns

Retrieve a Report Based on Filters

Filter	Description

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 is actively helping 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 about the selected campaign. Always defaults to All when first opened.

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.

Columns

Columns Displayed by Default

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.
Columns can be ordered in ascending or descending order by clicking 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.

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

Column Name	Description

Column Name	Description
RE Agent Name	Name of the real estate agent selected from the drop-down 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	The current primary agent of the application.
Total Leads	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.

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

Leads Details

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