We’re very excited about a new report that provides more information about your agent’s performance. The Advanced report name is ‘Scorecard – Opportunities by Agent’ and is listed in your REPORTS page.
Why this new report? You have always been able to generate a report based on referral records where the agent was assigned and stayed assigned. But that is not always what happens. If the Assigned Agent was changed to another agent you weren’t able to track what happened with the original agent. Now you can, and it is all done for you automatically!
THIS IS A VERY BIG DEAL! Each time you assign an agent, a new Note is added to the Agents Notes table (not the Referrals Notes table). The [Disposition] is entered as “Assigned” and ReloSpec knows to which referral record. Once the agent accepts the assignment using one of the ‘AutoAssign’ forms, in addition to everything else, ReloSpec adds an Agents Notes record noting that it was “Accepted”. Or, if the agent rejects the assignment, we track that along with the reason given by the agent!
So, now when the agent asks you why you don’t assign anything to him/her, you can run this new report and have ALL the results at your fingertips!
Click here to view a sample of this new report. Notice it displays all Agents Notes and the disposition for each. They are grouped by Referral record number, Client Last Name and Transaction Address. You may run the report for any date range. (Year-to-date is the default)
NOTE: ReloSpec began creating the Agents Notes this morning, so it will take a few days or weeks to build up the data needed for your report. But, it is all in progress now and you didn’t have to do a thing!