Agent Production Report

Use this form to update your Agent Production Report for {$first_name} {$last_name}, the Primary Contact of this opportunity. This should only be done for Real Estate Agents.

Make sure to SAVE the form after filling it out.

(Button at the bottom.)

General Info

$
This is a proprietary value here at . It represents a very conservative value of the relationship you could have with {$first_name} {$last_name}. Or in other words, if you have a real referral relationship with {$first_name}, you should expect to make AT LEAST this amount.
MM/DD/YYYY

Total Production

{$first_name} {$last_name}'s total production stats, related to the transactions' sale prices.

$
The total $ volume of {$first_name}'s transactions within the past 12 months.
The total # of {$first_name}'s transactions within the past 12 months.
$
The average $ of all of {$first_name}'s transactions within the past 12 months.

Buyer Production

{$first_name} {$last_name}'s buyer production stats, related to the transactions' sale prices.

$
The $ volume of {$first_name}'s buyer transactions within the past 12 months.
The # of buyer transactions {$first_name} had within the past 12 months.
$
The average $ of {$first_name}'s buyer transactions within the past 12 months.

Seller Production

{$first_name} {$last_name}'s seller/listing production stats, related to the transactions' sale prices.

$
The $ volume of {$first_name}'s listing transactions within the past 12 months.
The # of listing transactions {$first_name} had within the past 12 months.
$
The average $ of {$first_name}'s listing transactions within the past 12 months.

Loan Production

{$first_name} {$last_name}'s stats related to the loan files associated with their buyer side transactions.

The # of loan officers {$first_name} has worked with within the past 12 months.
$
The total $ of loan volume associated {$first_name}'s transactions within the past 12 months.
The total # loans associated with {$first_name}'s transactions within the past 12 months.
$
The average $ of all the loans associated with {$first_name}'s buyer transactions within the past 12 months.
The total # of conventional loans associated with {$first_name}'s buyer transactions within the past 12 months. (Only RETR provides this for Real Estate Agents.)
The total # of FHA loans associated with {$first_name}'s buyer transactions within the past 12 months. (Only RETR provides this for Real Estate Agents.)
The total # of VA loans associated with {$first_name}'s buyer transactions within the past 12 months. (Only RETR provides this for Real Estate Agents.)
The total # of LMI loans associated with {$first_name}'s buyer transactions within the past 12 months. (Only RETR provides this for Real Estate Agents.)
$
The total $ of loan volume of LMI loans associated with {$first_name}'s buyer transactions within the past 12 months. (Only RETR provides this for Real Estate Agents.)
The total # of MMCT loans associated with {$first_name}'s buyer transactions within the past 12 months. (Only RETR provides this for Real Estate Agents.)
$
The total $ of loan volume of MMCT loans associated with {$first_name}'s buyer transactions within the past 12 months. (Only RETR provides this for Real Estate Agents.)

3rd Party Reference Data

These fields are only available if you push {$first_name} {$last_name}'s data into from a 3rd party data platform (like RETR or Model Match) using its "Push to CRM" or "Push to Webhook" function, or you export the data out into a file and then import it into .

A direct link to {$first_name}'s profile page in your 3rd party data platform.
{$first_name}'s ID.
The name of the list you pushed from your 3rd party data platform to , if you pushed a bulk list of agents instead of an individual agent.
The tags/labels you added to {$first_name} in your 3rd party data platform. Will be empty if you did not add any.
MM/DD/YYYY