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Broker Dashboard

Broker /Team Leader Dashboard

When you log in to your account, the Dashboard displays an overview of activity for your brokerage. You can use it as an entry point to many parts of the site.

Figure 17 Broker Dashboard

Waiting Contacts. See all contacts with a status of New. If the list is long, make sure that your agents are quickly following up with contacts and changing the status.

Waiting Messages. See all the messages that have not been filed. Contacts are waiting for answers to some messages, but some just need to be filed. Make sure your agents are filing messages after they respond.

Agent Activity. See when your agents last logged in to the system

Contacts-Last 30 Days. Quickly check the number of contacts, grouped by source, who have registered on your website in the last 30 days.

New Contacts. Quickly check the total number of new contacts your brokerage has received in the last 30 days.

Recent Contacts Online. See a snapshot of the contacts that have most recently visited your website. For a full list of contacts who have visited your site in the last 48 hours, click Recent Contacts Online.

See also Waiting Messages, Agent Profiles, Performance Evaluator, Tracking Agents, Agent Manual: Organizing Contacts, Recent Activities Page