Brokerage Engine Support

Prospective Listings Report


Overview:

In this article, we'll cover how to locate and use the Prospective Listings Report.  This report is only available when the Prospective Listing status function is enabled.


What is a Prospective Listing?

  • A listing an agent has not yet secured a listing agreement as selling agent yet wants to be able to enter into system for Listing presentation/Marketing Management.  The agent can then proceed to indicate if they won the listing or not and convert to Draft status if needed to begin listing process.


Permission Level:  Admin 


Report Details:

  • Provides details of the win/lose status of all prospective listings
  • Does not display current prospective listings
    • Active Prospective listings can be found under listings tab (if feature enabled)
  • Ability to filter by office
  • Includes reason for agent to provide reason for win or loss of 

Navigation:


Click directly on image to enlarge 








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