Reports

Understanding everything about your business is fundamental to improving it. Acquiring the ability to generate accurate and useful financial and performance reports is a critical step toward that goal. oms reporting tools are a primary and a critical step to growing your business.

Sales Detail Reports

Sales Detail Reports generate customizable reports for the agent for a selected period of time with a detailed list of all transactions and the following statistics:
  • Sales Volume
  • Gross Commission
  • Net Commission
  • Sales Units
Reports can be viewed and subtotaled by:
  • Transaction Status
  • Referral Source
  • Month of COE
  • Month of Contract Date
Reports can be filtered by:
  • Dates
  • Agent
  • Transaction Type
  • Transaction Status

Sales Matrix Summary Reports

Sales Matrix Summary Reports generate a matrix report displaying monthly and annual totals for gross commission income, net sales, number of units sold or net commission income. The report can be generated on either a COE or contract date basis.
Reports are filtered by:
  • Dates
  • Agent
  • Transaction Type
  • Transaction Status

Marketing Detail Reports

Marketing Detail Reports display transaction detail and subtotals by the following categories
  • Source of Client Contacts
  • Title Company usage
  • Lender usage
This reporting enables the Agent or Manager to understand which marketing methods are resulting in sales (ROI). The agent will also understand their overall usage of affiliates.

Listing Performance Reports

Listing Performance Reports generate production reports for the agent on all listing transactions over a selected period of time with a list of all transactions and the following summary statistics:
  • Total Sales Dollars
  • Average Sales Price
  • Average List Price
  • Sales Price as a Percentage of List Price
  • Days on Market