Brokerage Engine Support

Broker Daily Digest 


Overview:

In this article, we'll cover how to locate and interpret the Broker Daily Digest within the system.  This report's primary purpose is to be delivered in an email digest to capture all the activity for that particular day.  Important to know that while viewing the report directly from the system, the report shows the activity for that week, not just that specific day.


Permission Level:  Admin + Billing & Compliance


Report Details:

  • The report captures the following activity with the reporting metric in Volume.  The primary function is to provide these details in an evening email digest format to quickly reference business activity for the day.  Email can be sent to multiple users who typically consist of Owners, COOs, and Operation Managers.
    • New listings directly entered or imported from MLS
    • Listings that went Expired
    • New Pending transactions
    • New Closed transactions
      • Important note - Close date and the date it closed must be in the same week to show on the report
    • New Cancelled transactions
  • Ability to filter by offices
  • Change the week to view
  • Activity date is when the transaction status is updated, not based on the contract or close date
  • Activity date for a listing is when the status changes in the system, not based on the list date or expiration date

Navigation:


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