Agent Production Report

Use this form to update your Agent Production Report for , the Primary Contact of this opportunity. This should only be done for Real Estate Agents.

Make sure to SAVE the form after filling it out.

(Button at the bottom.)

General Info

$
This is a proprietary value here at MortgageStack. It represents a very conservative value of the relationship you could have with . Or in other words, if you have a real referral relationship with , you should expect to make AT LEAST this amount.
MM/DD/YYYY

Total Stats

's total production stats, related to the transactions' sale prices.

$
The total $ volume of 's transactions within the past 12 months.
The total # of 's transactions within the past 12 months.
$
The average $ of all of 's transactions within the past 12 months.

Buyer Stats

's buyer production stats, related to the transactions' sale prices.

$
The $ volume of 's buyer transactions within the past 12 months.
The # of buyer transactions had within the past 12 months.
$
The average $ of 's buyer transactions within the past 12 months.

Seller Stats

's seller/listing production stats, related to the transactions' sale prices.

$
The $ volume of 's listing transactions within the past 12 months.
The # of listing transactions had within the past 12 months.
$
The average $ of 's listing transactions within the past 12 months.

Loan Stats

's stats related to the loan files associated with their buyer side transactions.

The # of loan officers has worked with within the past 12 months.
$
The total $ of loan volume associated 's transactions within the past 12 months.
The total # loans associated with 's transactions within the past 12 months.
$
The average $ of all the loans associated with 's buyer transactions within the past 12 months.
The total # of conventional loans associated with 's buyer transactions within the past 12 months.
The total # of FHA loans associated with 's buyer transactions within the past 12 months.
The total # of VA loans associated with 's buyer transactions within the past 12 months.
The total # of LMI loans associated with 's buyer transactions within the past 12 months.
$
The total $ of loan volume of LMI loans associated with 's buyer transactions within the past 12 months.
The total # of MMCT loans associated with 's buyer transactions within the past 12 months.
$
The total $ of loan volume of MMCT loans associated with 's buyer transactions within the past 12 months.

RETR

These fields are only available if you either push 's data into MortgageStack from RETR using the "Push to CRM" function, or you export the data out of RETR into a file, and then import it into MortgageStack.

A direct link to 's profile page in RETR.
's RETR ID.
The name of the list you pushed from RETR to MortgageStack, if you pushed a bulk list of agents instead of an individual agent.
The tags/labels you added to  in RETR.
MM/DD/YYYY