Agent Scorecard
The agent scorecard is a comprehensive analysis of every agent within TheGenie. You will have the ability to look at agent statistics overall OR within a single farm area. There are three big benefits to the agent scorecard
You can keep the agents accountable by seeing the percentage of title orders coming your way, as well as being able to view where the agent is sending their new deals
You can help keep the agents accountable for their own goals. You will have access to a variety of metrics that can be sortable by date and specific farm
Your clients can use the data points for their mailers to show off their capabilities and their core competencies
Loading an agent
Loading an agent in the agent scorecard is easy. The first step, as always, is to enter the agent's name into the subject agent box. To the right of their MLS ID will be a small card icon that will take you to the scorecard.
This will take you to the "Agent Profile" tab. Next we will discuss how to read the scorecard.
How to read the scorecard
Once you have your agent loaded up and you clicked the card icon, you will be taken to the agent profile page.
The profile page gives a high-level overview of the agent. You have the ability to adjust the date range for the statistics using the Start Date / End Date filters. Next to that you can also sort by deal type – if you want to see statistics only for listings, you can change the Agent Side filter to list side, buy side, or both.
The statistics shown on the agent profile page are:
Contact information – This has the agent's contact information including phone number, license numbers, brokerage location, and brokerage contact information
Total Sales – This is the total number of sales the agent has done for the selected filters
Total Volume – This is the total volume the agent has done for the selected filters
Title Company – This shows the title company the agent uses most often for the selected filters
Specializes in – This shows the property types the agent is most likely to target
Next to the profile tab, you can click the activity tab to see a more in depth look at the agent's production
This takes you to the agent activity tab. We will now go over the different areas of this tab. There are 4 main areas as numbered in the image below.
Filters – You can adjust the time frame and whether you want to the data to show deals on list side, buy side, or both
Metrics
Total Sales – This shows the total number of deals for the selected filters
Sales Volume – This shows the total sales volume for the selected filters
Average Sale Price – This shows the average sale price for the selected filters
Median Sale Price – This shows the median sale price for the selected filters
Average DOM – This shows the average days on market for the agent's sales
Percent Sale to List – This shows the sale to list price for the agent's sales
Loyalty to Title Company – This shows how much affinity to a particular title company the agent has
Estimated Title Fees – This calculated the estimated title fees that the agent has amassed for the selected filters
Active Inventory Switch – This is the green switch above the map. This will toggle the data from ALL sales in the filters, to ALL ACTIVE listings
Map – You can see blue dots on the map where the agent has done a deal, or if the active inventory switch is toggled, it will show the location of their active listings. You can hover over each dot to see details on the deal
List of deals - This matrix shows a history of the deals the subject agent has done. You can sort by side, by date, by title company, and more
Charts and graphs – These show ratios of side type, sales history data and the title companies involved in their sales
How to load a scorecard from a farm
The previous modules went over how to view an agent's products OVERALL. What if we are interested in seeing what their production is like WITHIN a specific farm? TheGenie can do this.
When you are analyzing a farm (see lesson 4 again if you need help on how to analyze a farm), the competition matrix has agent scorecards you can click as well
You will now be taken to the agent scorecard, but with a new filter option.
The Area Filter allows you to toggle between statistics WITHIN a particular area, or statistics EVERYWHERE. Couple this with the active inventory toggle and you now have 4 different ways to view data
Active inventory WITHIN an area
Active inventory OVERALL
Previous deals WITHIN an area
Previous deals OVERALL
Congratulations – you now know how to use the agent scorecard!