Version: 8

Searching Online Help


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. To enlarge image, click thumbnail.

  • 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