Brokerage Engine Support

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:


Click directly on image to enlarge 








Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article