Mentor Report

Overview:

How to Locate and Run the Mentor Report

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 Required: 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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