Expiring License Report

Overview:

In this article, we'll cover how to locate and use the Expiring License Report. Please find the available resources below.

Permission Level:  Admin 

Report Details:

• This report lists all agents whose license expires in the next 90 days.
• A helpful report to quickly monitor the agents with expiring licenses and their pending transactions, if any. 
• Displays office, agent, license number, license expiration date, and pending transactions along with close date. The transaction addresses serve as hyperlinks that forward you to the Edit Transaction Page. 
• Displays Action button that takes you directly to Agents' Edit Details page
• Ability to filter by office and/or search by agent
• Ability to sort each column on table
• Ability to export to csv/excel

Navigation:

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