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Real Estate Agent Report: Partner Reporting

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The RE Agent Report will show 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

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

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.

  • 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.

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 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 primary agent of the application

Total Leads

  • Total amount of leads provided by the real estate agent

  • Click on the number to open up the Lead Details

Conversion Rate

Percentage of leads that get to processing

Application

  • The lead is one of the application statuses

  • Click on the number to open up the Lead Details

Funded

  • The lead resulted in a funded loan

  • Click on the number to open up the Lead Details

See Creating a Partner: Web Application or Mobile Application this will show you the fields associated to your Partners.

Lead Details

 Leads Details

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

 

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