Co-Op Agents on Transactions Report
We LOVE the feature that requires agents to enter the co-brokers name on the offer within Opportunities, and would also love an easy way to search or see the list of co-brokers on recently closed transactions! This is a huge focus of our recruit prospecting, and this would make it easy to see a list of who our agents worked with, alongside details about the transaction. Would make an easy "who to call today" feature for TLs and MCAs!
LABS Team
shared this idea
Hey folks! We are looking to possibly implement this in the future. Two questions for you to answer, when you have the time:
- What information would you need to see for the co-op agent and transaction?
- How far back would you want to see co-op information? e.g. 30, 60, 90 days
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Rolene Roux
commented
Hello,
To answer your questions
1: The Coop Agents name, cell and email. This would be for Team Leaders to recruit. Even a rating of how good was the transaction with this agent.
2. 30/60 Days - Hopefully the TL will be using this report weekly.
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LABS Team
commented
Right now, to make cobroker recruiting calls, our leadership team has to click into each offer to get the agent on the other side of the transactions information. It would be useful to be able to pull a list for every cobroker on the other side of the transaction so that we can call through in bulk!