NEW – Using the A41 Activity Analysis

The A41 Activity Analysis reports are designed to help you analyze how well your company, branches, and agents are maintaining and expanding the business. Within the three levels of company, office and agent shown above, the analysis can be presented:

1. In Detail, showing day by day what activities are being completed and their potential or closed value.
2. By month so that important decreases or expansions of activity levels can be quickly assessed.
3. “Summarize”: - just gives an activity summary for any time period. The summaries are different depending on the level of CompanyWide, Office, or Agent.

REAL/Easy BOS is used to track a number of production activities. Three key activities that are reported with the A41 Activity Analysis include:

1. Taking Listing.- obtaining a listing contract
2. Obtaining an Accepted Offer – a pending sale.
3. Transaction Close.

Broker Owners, managers and agents concentrate on keeping all three activities at a constant or increasing level. The new A41 analysis reports help monitor these levels.

Company level reports show detail of the activities as well as summarizing monthly totals and providing a company level summary. Branch managers would use the Office Level report to monitor the branch activity levels. When assisting agents or doing agent reviews, managers can use the Agent Level activity reports to help. With the A41 Activity report, the manager and agent can quickly view how pipelines are increasing or decreasing.

Above is a sample activity report. This is of the A41-21 Agent level Detailed Activity report. The right side of the report details and totals the three activities of “LISTINGS”, taking listings, “SALES”, obtaining accepted offers (pending sales), and “CLOSED” , or the closings that occurred.

For each activity type, both sides (or units, legs) and volume are listed. For the “LISTINGS” the sides and volume are list side only – as they represent listing contracts only. For the SALES and CLOSED activities, the sides and volume are totals of both list and sell (buyer) sides.

For the SALES and CLOSED activities the report will also detail a selected revenue or agent earnings amount. In the above example the “GCI” was selected for the report.

At the bottom of the reports is an activity summary. Totals by side and total all and average per side are calculated.

The left side of the report details each property. The information includes:

• Activity Date and Activity – Each line of the report lists the production of one of the 3 activities:
                  o If the activity is “LISTING” the activity date printed is the listing contract (taken) date.
                  o If the activity is “SALES”, the activity date printed is the pending (accepted offer) date.
                  o And, if the activity is “CLOSED” the activity date printed is the closed date.
If a property is listed, then sold (Open / A.O.), or closed, the report will have a line for each of these – or three lines.

• MLS/Trans# If the Activity is “LISTING” this will be the MLS number. If the transaction is SALES or CLOSED this will the BOS transaction ID.
• Property – lists the property address
• Current Status – lists the current status of the property. For example, if the activity is LISTING and the current status is “Closed” this means the listing has already been sold and closed.
• The Type is “FL”, or Firm Listing for the activity of LISTING. For the SALES and CLOSED activities, the type is the transaction type assigned. Most companies use these transaction types:
                   o FL-FS – FirmList – FirmSale (inhouse)
                   o FL-CS – FirmList – CoBrokerSale (a firm listing was sold by a co-broker).
                   o CL-FS – CoBrokerList – Firm sale (a cobroker’s listing was sold by our company).
• The Side List Side or Sell Side. In the above example it is the side the agent had. For company and office level reporting, the side will be that of the company or office.

The agent activity report is used by managers to assist their agents. If all activities are high, it means that the agent is on track to continue earning commissions from closings. If listing and/or sales activities are falling off, it means that agent earnings may drop after current pendings close. As shown above, no listings have been taken recently and that all recent pending agreements are already closed.

The monthly summaries will provide by-month totals for the company at company level, each or a selected branch at the office level, and for individual agents at the agent level.

Above is a sample printed for agent. This summary is handy for viewing activity levels over a longer period of time.

The last summaries will provide overall totals for the entire company, or totals by office, or, for agent level, totals for all the agents.

Above is a sample of the agent level “Summarize by Agent”. This is a handy format for managers to observe and compare in one report, how each agent is running their business.

A sample of the A41-13 – Office Summary – illustrates how office total activities can be compared.

CompanyWide Activity reports are setup using the above form. All offices, or any combination can be selected. Any date range can be entered. Note that for companywide, if two or more offices are selected, the activities for the offices is combined within the activity report.

Units and Volume are always included in the Activity report and the operator can select a revenue figure to include for SALES and CLOSED activities. Statistics available are:

• GCI – Gross Commission Income
• AGCI – Adjusted GCI.
• NAGCI – Net AGCI.
• Agent Gross (Earnings)
• Company Dollar

The office level activity reports use the same report setup screen, however, if more than one office is selected, an activity report is printed for each.

The agent level activity reports are operated with the above screen. Selections include:

Office – agents for all or selected offices can be made From and To date – any activity date range can be specified. Agent Status – All, Active, or Terminated can be selected for inclusion in the report. The additional Statistic is sleeted. GCI is the default. AGCI, NAGCI, Agent Gross, or Company Dollar can also be selected.
 Agent Start Dates: All agents or agents having a specified time range can be selected.

To select an activity report for a certain agent or agents, use the “Agent” tab.

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