Brokerage Engine Support

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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