Mentor Report

Overview:

This article explains how to locate and run the Mentor Report, which is designed to track payments made to Mentors from Sub Agents set up in the system.

Permission Level:  Admin + Commission

Report Details:

The Mentor Report includes the following features and information:

• Displays: Property Address, Close Date, Mentor Name, Mentee Name, Side of Deal, and Amount Paid to Mentor

• Filters:

  • Pre-set or custom date ranges (based on Close Date)

  • Specific Mentor or Mentee

  • Property Address

• Export Options:

  • Export to CSV/Excel

  • Download as PDF

Navigation:

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