Brokerage Engine Support

New Agents Report


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

Permission Level:  Admin 

Report Details:

  • This report lists all new agents who have started within the last year as of today. It also includes what subscriptions they are currently set up on, if any.

  • A helpful report to quickly show trends/growth. 

  • Displays name, email, phone, office, birthday, start date, and active subscriptions

  • Can sort each column on table

  • Ability to export to csv/excel


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