Close Entity Ranking Report

Overview:

In this article, we'll cover how to locate and use the Close Entity Ranking Report.  This report is designed to provide a snapshot of what title Companies, Escrow Companies, Attorneys, or Mortgage Companies are most utilized.

Permission Level:  Admin

Report Details:

• This report ranks the Closing entity type by the following metrics for the selected:
  
  • Total Transaction Count
  • Total Side Count
  • Total Volume (based on Sales price)
  • Gross Commission Income (GCI before Referrals)
• Ability to Toggle from Title or Mortgage
  • Note: Title could also be Escrow companies or Attorney offices if you had this configuration updated on the transaction page
• Can filter by offices or group multiple offices together, including all offices
• Ability to export to CSV/excel

Important Notes:

• Title could also be Escrow companies or Attorney offices if you had this configuration updated on the transaction page
• Only Closing entities selected from the address book will populate on report.  If a user manually enters in 'Read-Only' company information, that will not count towards this report.

Navigation:

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