Company reports allow you to see how your brokerage is doing in real-time. If you want a tailored report solution, we recommend using Custom reports.
Improved structure and naming
We organized and renamed the titles for better visibility and logical hierarchy. New naming and categories will allow you to smoothly navigate between financial, operational, and transactional reports.
Old Naming | New Naming |
Listings | Listings Detail |
Pending | Pendings Detail |
Closed sales | Production Detail |
Closed + pending sales | Closed & Pending Transactions |
Canceled sales | Canceled Transactions |
Client report | Transactions by Client |
Payments | Payment status |
Brokerage YOY report | Production YoY |
Brokerage report | Production & Agent Trend |
Production report | Agent Pipeline |
Agent report | Production Summary |
CDA report | CDA Activity |
Deposit report | Deposit Status |
Outstanding eSign requests | Outstanding Signings Status |
Co-op brokers | Co-Op Brokerage transactions |
Transaction Documents | Document Review Status |
Agent profile | Agents |
Fields clarifications
Closing date vs Date closed
The "Closing date" corresponds to the date specified in the transaction field labeled "Closing date." For many brokerages, this signifies the contractual closing of the transaction.
On the other hand, the "Date closed" refers to the precise date the transaction was closed within the system, typically when clicking "Edit > close." It's common to keep a transaction open until you receive funds. Hence, it's typical for these dates to differ.
Company dollar contribution vs Company portion of the split vs Office contribution
Company dollar contribution is the amount that agent earned for the company.
Company portion of the split is the total amount of all pre- and post-split deductions paid back to the company.
Office contribution is the amount that agent earned for an exact office (subaccount), not the whole brokerage.
Company Reports list
Agents
Agents report allows you to see the list of agents within your brokerage and all the related info about them. You can filter the items by the role (agents vs not agents) and status (active vs inactive).
Production Summary
Production Summary lets you see the various types of commissions related to any agent. There are lots of standard filters you can apply: from the closing date and commission state to lead source and transaction statuses.
Production YoY / Production & Agent Trend
These reports allow you to see how your back-office is doing in terms of transactions amount. The Production & Agent Trend allows you to select any year you want, while the Production YoY report compares the performance across different years.
Active Transactions
This report shows the list of active transactions across your office. You can filter by location, expiration date, creation date, listing period, transaction owner, team, type, lead source, and commission state.
Canceled Transactions
This report shows the list of cancelled sales across your transactions. You can filter values by teams, owners, types, and sides.
CDA Activity
CDA Activity lets you see the transactions from the CDA generation perspective. Filter by closing date, status, or CDA availability.
Transactions by Client
Client reports are similar to agent profile reports and are a great way to view all your sellers and buyers across all the transactions.
Closed & Pending Transactions
This report displays all your closed or/and pending sales and offers a myriad of filters: from closing/acceptance dates to commission states, sides, and lead sources.
Opportunities
This report shows the list of transactions across your office that have an "Opportunity" status assigned. You can filter by location, expiration date, creation date, listing period, transaction owner, team, type, side representing, lead source, and commission state.
Production Detail
Here you can see the list of your brokerage's closed sales and filter them by any relevant parameter.
Co-Op Brokerage transactions
The Co-Op Brokerage transactions report provides information on cooperating companies that represent the opposing side and are associated with your back-office transactions.
Deposit Status
To delve into Earnest Money Deposits across all your transactions, this report enables you to explore related data comprehensively. For optimal data retrieval, we suggest starting with the 'all statuses' filter selected.
Listings Detail
The Listings Detail report lets you view your sell-side listings and filter their data by 9 different parameters, representing either the seller side or both sides of the transaction.
Lockbox and yard sign report
This report pulls the data from the related fields of your transactions. You can filter by inventory item or transaction status.
Outstanding Signings Status
This report shows all the needed info across your transactions from the eSignature perspective. You can see the signed and not signed items, the overall amount of signers, and easily track the completion of each by sorting the column.
Payment status report
The Payment status report compiles statistics based on the tags you assign to your commission items. You have the option to filter the report according to transaction statuses or commission states.
Pendings Detail report
This report provides an overview for the pending sales within your brokerage which can be filtered by 9 various parameters.
Agent pipeline
This report pulls the stats for each of your agent from the transaction status perspective. You can see how much pending, closed, or active transactions on each agent.
Document Review Status
This report shows the various states of checklist documents within every transaction of your back-office.
Source of Business Report
Overview
The Source of Business report provides insights into transaction volume and contribution based on the Lead Source field of transactions. This report allows you to compare performance metrics across different lead sources within the selected closing date period.
Report Data
The report includes the following columns:
Lead Source: Indicates the source selected from the "Lead Source" field of transactions. Transactions without a lead source are represented under a blank lead source entry.
Listing Sides: Number of listing sides of transactions for the lead source in the selected closing date period.
Listing Volume: Total volume of all listing sides for the lead source in the selected closing date period.
% of listing total: Percentage this lead source contributes to the total listing volume during the designated closing date period.
Buy Sides: Number of buying sides of transactions for the lead source in the selected closing date period.
Buy Volume: Total volume of all buyer sides for the lead source in the selected closing date period.
% of buyer total: Percentage this lead source contributes to the total buying volume during the designated closing date period.
Total Sides: Total number of sides of transactions for the lead source in the selected closing date period.
Total Volume: Total volume of all transaction sides for the lead source in the selected closing date period.
% of total: Percentage this lead source contributes to the total volume during the designated closing date period
Filters
You can filter the report based on:
Transaction Owner: Any user or specific users.
Team: Any team or specific teams.
Closing Date: Last month, this month, last 3 months, or a custom date range.
No Source: Include or exclude transactions with blank lead sources.
All Locations: All locations or specific sub-accounts.
Production Trend Report
Overview
The Production Trend report enables users to compare agent production metrics between the currently selected period and the previous period. It provides valuable insights into the performance changes over time, allowing for informed decision-making and strategic planning.
Report Data
The report includes the following columns:
Agent Name: The full name of the agent.
Sides Curr Period: Total number of sides in the selected date period.
Sides Prev Period: Total number of sides in the same length of time immediately before the start date of the current period.
Chg %: Percentage change in sides between the current and previous period.
Volume Curr Period: Total sales volume for the selected date period.
Volume Prev Period: Total sales volume for the same length of time immediately before the start date of the current period.
Chg %: Percentage change in volume between the current and previous period.
Office Gross Curr. Period: Total office gross for the selected date period.
Office Gross Prev. Period: Total office gross in the same length of time immediately before the start of the current period.
Chg %: Percentage change in office gross between the current and previous period.
Filters
You can filter the report based on:
Closing Date: Options include Last 12 months, Year to date, specific years (e.g., 2022, 2021, 2020). This comparison is between the same period in the previous year.
Representing: Any side, Buyer, Seller, or Both.
Transaction Owner: All transaction owners or individual agent selection.
Team: All teams or individual team selection.
All Locations: All locations or specific sub-accounts.
Agent Ranking Report
Overview
The Agent Ranking report provides you with a dynamic ranking and percentage contribution for agents based on various performance metrics such as sales volume, office net, agent net, or agent gross. This report enables admins to assess agent performance and contribution within the designated date period.
Report Data
The report includes the following columns:
Agent Name: The full name of the agent.
Sides: Total number of sides represented during the date period.
Sales Volume: Total sales volume of transactions during the date period.
Office Net: Office net during the time period.
Agent Net: Agent net during the time period.
Agent Gross: Agent gross during the time period. This represents the gross commission income after any outside referrals are removed and before any splits.
Rank: A fixed value displaying the rank related to the column currently being sorted. By default, it ranks by "Agent Gross" commissions.
Percentage of rank: Percent contribution related to whichever column is actively being sorted by. By default, it bases the percentage of the total on the "Agent Gross" commission.
Filters
You can filter the report based on:
Representing: Any, Buyer, Seller, or Both.
Status: Closed, Pending, or Pending + Closed transactions.
Closing Date: Options include Year to date, Last 12 months, Last 3 months, Last month, Next month, or a custom date range.
Payload Transaction Status
Overview
The Payload Transaction Status Report is a comprehensive tool for bookkeepers to track the current status of agent ACH payouts processed. This report provides detailed information on all agent payments, including their current status, and helps you reconcile the Payload batch total to the individual transactions included in the batch.
Quick start
Go to Reports > Company reports > Payload Transaction Status
Use filters (filter by:) to narrow down the transactions you need to reconcile.
Sort by relevant columns (e.g., Cleared Date) if needed
Use the Deposit ID column to match transactions with bank records
Check the Status column to verify which transactions have cleared
This report is available for all users accessing the accounting module.
Report Data
The report includes the following information for each transaction:
Date: The date when the payment transaction was processed in Brokermint.
Agent Name: The name of the agent who received the payment.
Payment ID: Unique identifier for the payment transaction.
Transaction ID: Unique identifier for the real estate transaction.
Deposit From Account: The origin account from which the payment was deposited.
Deposit To Account: The destination account to which the payment was deposited.
Status: The current status of the payment. (Pending, Cleared, Rejected)
Cleared Date: The date when the payment was cleared by Payload.
Deposit ID: Unique identifier for the entire batch deposit.
Transaction ID: Unique identifier for the single agent payment.
Filters
You can filter the report based on:
Date: Filter based on the date when the payment transaction was processed in BoldTrail Back Office.
Agent Name: Filter by the agent who received the payment.
Status: Filter by the current status of the payment (Pending, Cleared, Rejected).
Cleared Date: Filter by the date the payment was cleared by Payload.
The default sort is by Date, from most recent to oldest.