Help > Deal Tracker

Deal Tracker is an accounting tool that shows you a series of financial projections and records based on deals that have been recorded in your Lead Management account. Brokers can see this information for their entire office; agents can see only information related to their own deals.

The first sub item under the Deal Tracker tab is “Projections”. This is an overview of projected revenue, which you can sort by date, agent, and deal status (pending, under agreement, etc). Sort by clicking the up and down arrows next to each of the sort criteria at the top of the list. You can use this tool to see who your best-performing agents are, their sales totals, totals for your office, top sales, and more – and can sort all of this info easily with sorting filters such as “Status” and “Agent”. You can also print this data or export it to a CSV file with one click – below the “Averages” view in the upper right corner of the Projections view, there are two links, one to “Export to CSV” and one to “Print.”

The second tab, “Past Performance”, shows all of the same data, but specific only to completed deals. You can choose the date range you with to view, and can sort the data using a different set of qualifiers, like closed deals, killed deals, and more. You can also view close rates for specific agents or for your entire office. You can print or export this data as well, with the same links.

Tip: If you offer incentives to your agents based on performance, this tool shows you all you need to know.

The “Deals” tab shows all deals you or your agents have entered into the system. Information on deals can include property ID, agent info, deal status, projected closing date, offer information, P&S information, and other pertinent info. Deals can be viewed or edited here, but not created.

There is an additional “New Lead” tab here, to encourage agents to use the Lead Management system. This is the same tab as in the Lead Management portion of your site, but is shown here to make it easy for your agents to remember to use the system to track and record data.

Tip: Create a new lead anytime you create a new deal, even if the deal did not come in through your website, so you can take advantage of the Contact Events feature. This will help you to ensure that you are consistently following up with your leads.

The “New Deal” tab is visible to both brokers and agents; this is where you enter information into Deal Tracker.

To add a new deal to Deal Tracker:

1. Click the Deal Tracker tab
2. Click the New Deal sub item
3. Select a lead from the dropdown list, or use the Create New Lead link to the left of this list to create a new lead for this new deal
4. Add as much basic information as you can, including notes to save for later use
5. Click the “+” sign next to “Purchase and Sale Information” or “Closing Information” to fill out the required fields; click the “-“ sign to hide the information. This can be edited later if you do not know or have access to this info.

Tip: If you forget the MLS ID number for a property you are adding as a New Deal, you can click “Lookup MLS Number” next to the MLS Number field on the form. This opens a new window win which you can perform a property search and find the correct MLS ID to put in this field.

« Help > Table of Contents

by admin

Posted on August 18, 2009 Filed Under Help | Leave a Comment

Comments