This article will walk you through how to view and export Agent and Loan Officer transaction details in Market Insights.
What's in this guide?
1. Viewing transaction details
2. Reordering available columns
Viewing transaction details
You can view transaction details in any date range on both Real Estate Agent's and Loan Officer volume reports in Market Insights.
1. Open a Loan Officer or Real Estate Agent's profile in Market Insights and click the "Transactions" at the top of the volume report.
💡Use the Date Range option to view transactions in any available date range.
💡Looking to filter by a specific metric or attribute? Use Volume Report filters to view transactions by Loan Type, Transaction Type, Cities, Funding Type and more.
Reordering columns
Reordering columns to ensure that you have the most important data to you out of the box.
1. On the Transaction details page click "Table Settings" in the upper right.
2. Click and drag a column to change its order. Additionally, you can toggle columns off by clicking the green toggle or lock a column in it's place.
How do I export transaction details?
Exporting a Loan Officer and Agents Transaction Details is super quick and efficient! Attached below is a video and step-by-step instructions on how to complete this process!
- Click into the Volume Report of a Loan Officer or Agent
- Select the "Transactions" column at the top of your screen
- Click the "Export" button and choose between a CSV File and Excel
