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MANAGEMENT REPORTING
One of the most important advantages of any transaction management system is access to information - when, where and how you need it.   

 
OVERVIEW
BENEFITS
TRANSACTIONS
LETTERS
COMMISSION CALCULATIONS
TRUST/ESCROW ACCOUNTING
AGENTS & EXPENSES
INTEGRATION
MANAGEMENT REPORTING
SYSTEM REQUIREMENTS

Generate hundreds of valuable reports to track your bottom line profits, agent productivity and ranking, transaction activity and more…

  • Over 100 standard reports
  • Agent & Office Production
  • Agent Profitability
  • Cash Flow Projections
  • Transactions By Agent Or Broker
  • Agent Sales Activity; Ranking
  • Trust/Escrow Reporting

REPORT SAMPLES

To view report samples below simply click on the report name and a new window will open to display the sample.

Back Office Report Samples
Report Name Report Purpose
 
Agent Income Detail

Agents will appreciate this detailed breakdown of earnings, GST, and deductions, as applied to their closed transactions. Great for tax time

Agent Other Fee Detail

Monitor other fee amounts paid on closed transactions to date. Analyze cap differentials and the impact to your bottom line

Manager Override Detail

Monitor manager overrides (agent recruitment bonuses), paid on closed transactions to date. Analyze cap differentials and the impact to your bottom line

Company Profit Transaction Detail

Evaluate Company DOLLAR by agent and transaction! View AGI (gross commission income) through to agent and broker portion commissions, fee deductions, overrides and cumulative company dollar profit

Agent Withhold Detail Agents and Brokers alike will find this to be a valuable report for tracking withholding amounts deducted from agents and balances due
Transaction Commission Fee Sales Detail

A combo report that reflects company $ earned, commission and deduction amounts as well as sales volume and units which can be used to rank and display agents as desired

Agent Production / Sales Detail

Great report to refer to when renewing agent contracts or for sales award purposes. Displays written and closed sales volume and units by agent within their current (or past) commission plan date cycle

Agent Production Sales Summary

Useful for analyzing agent production – ranks agents’ written and closed transactions by volume, units or commission

Transaction Trade Summary

An abbreviated version of the standard trade record sheet. Use it to compile franchise sales information for Head Office reporting

Agent Sales Vs. Expenses

Use this useful report to quickly determine who owes the most in outstanding expense balances, their closed transaction history and projected closings

Transaction Income Statement Detail

Ever wonder what your true bottom line is after all is said and done on a transaction? This report facilitates a true understanding of income, expense and liabilities on a per transaction basis. A profit and loss report with a twist