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

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

Here are some examples of reports that are available. Just click a report name to view a sample report.

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.