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🔍 Understanding the Agent Profile

This guide walks through each part of the Agent Profile to help you understand an agent's business and take action

Steph Pekala avatar
Written by Steph Pekala
Updated today

The Agent Profile is the most-used feature in Courted - and for good reason. It’s your one-stop destination for understanding an agent’s business, tracking your interactions, and taking action.

Whether you're vetting a potential recruit, preparing for a retention conversation, or mapping your competition, the agent profile gives you deep, actionable insights in one place.


What’s in the Agent Profile?

The Agent Profile is made up of four main tabs, plus a powerful sidebar that keeps key information and actions at your fingertips.


1. Production Tab: Understand the Agent’s Business

The Production tab provides a comprehensive snapshot of an agent’s activity and performance. Use this section to evaluate how an agent is trending, where they’re active, and the kind of business they’ve done historically.

This is your starting point for understanding what kind of agent you’re looking at, and whether they fit your goals for recruiting, retention, or competitive analysis.

Key Sections:

  • Production Overview: Includes total sales volume, average sale price, approximate GCI, closed units, listing efficiency, and rental activity. You can toggle across timeframes (Last 12 Months, Year-to-Date, etc.) to see how their performance has evolved.

  • Courted Predictive Analytics: Exclusive insights into the agent’s potential to move and potential to grow. Click here to learn more about Courted's predictive analytics.

  • Total Sales Volume Across Brokerages: A visual breakdown of how much volume the agent has generated across different brokerages. See where the agent has generated volume historically and how much they’ve contributed to each brokerage they’ve been a part of. This can reveal loyalty patterns or help assess tenure impact.

  • Production Over Time: A bar chart showing how the agent’s production has trended over time. This helps you quickly identify growth, plateaus, or recent drops.

  • Mutual Connections: Highlights any agents at your company who have previously done deals with this agent – a great conversation starter or reference point when recruiting

  • Real Estate Activity: A detailed log of every deal they’ve worked, including date, location, price, and status. Filter by buy/list side or timeframe for more targeted insights.

  • Activity Map: See a geographic view of the agent’s deal footprint. Instantly understand whether they’re hyper-local or more spread out across multiple areas.

  • Similar Agents: Suggestions for other agents with similar production profiles, making it easy to expand your pipeline with comparables who may be a fit for outreach or benchmarking.


2. Specializations Tab: Discover What Makes the Agent Unique

The Specializations tab helps you go beyond volume and dig into how and where an agent does business. It surfaces patterns that make each agent distinct — so you can tailor your recruiting pitch, referral strategy, or coaching plans accordingly.

Key Sections:

  • Production by Location: Visualize the agent’s transaction volume by city, ZIP code, or county. This shows where they’re most active – helpful for market coverage planning or identifying gaps on your team.

  • Production by Price Point: See what price tiers the agent typically works in, from entry-level to luxury. This can help you match agents to market segments or determine if their expertise complements your roster.

  • Production by Property Type: Get a breakdown by property type: single-family homes, condos, rentals, and more. Use this to identify specialists in particular verticals.

  • Listing Outcomes: Understand how the agent’s listings tend to perform. See what percentage of listings close, expire, or are withdrawn – a strong signal of agent execution and market fit.

  • Deal-Side Breakdown: See how often the agent works on the buy-side vs. list-side. This is especially useful for balancing your recruiting strategy or pairing agents for cross-functional deals.

  • Days on Market: Track how quickly their listings typically sell.

  • Listing Efficiency: Measure how effectively an agent prices and moves inventory compared to market benchmarks.


3. Comparisons Tab: Put the Agent in Context

The Comparisons tab is where you can put an agent’s performance into context by benchmarking them against the market, your own agents, or their peers. It’s a powerful tool for recruiting, coaching, or evaluating potential recruits side by side with your team.

Use Comparisons to validate a strong recruiting lead or prepare for a performance conversation. This tab helps remove subjectivity and back up your judgment with data.

You can compare the agent against:

  • The overall MLS

  • A city, county, or zip code within that market

  • Your company’s agents

  • Similar agents identified by Courted

  • A specific agent in the MLS

These options give you full control over the benchmarking lens.

Performance Metrics
For each comparison group, Courted surfaces head-to-head data across multiple categories, including:

  • Sales volume

  • Units sold

  • Average sale price

  • Days on market

  • Close-to-list price ratio

  • Price per square foot

Each metric is visualized to help you spot differences quickly and understand how the agent is performing compared to who or what they're stacked up against.

Production Over Time

See how an agent’s performance has evolved over time vs. their peers. You can adjust the timeframe (e.g., Year-to-Date, Last 12 Months, 5 Years) to zoom in on recent activity or long-term trends.


4. Activity Log Tab: Track All Interactions

The Activity Log provides a running history of your internal interactions with this agent's profile. It helps you and your team stay aligned by documenting what’s happened, and what’s next.

Use this tab to manage outreach, keep notes, and ensure no follow-up slips through the cracks.

Use it to:

  • Log interactions (calls, meetings, emails, messages)

  • Write shared notes (visible to your team)

  • Create tasks (e.g., “Follow up in 2 weeks”)

  • Keep everyone aligned on where the relationship stands

Everything logged here is visible to others in your company, promoting team collaboration and reducing duplicate outreach.


Left sidebar: Take Action and Stay Organized

The left-hand panel of the Agent Profile is your workspace for managing engagement and pipeline tracking. It’s designed to help you act fast, stay organized, and keep momentum with prospects or current agents.

What you can learn:

  • View Contact Info and Agent Details: See things like how long the agent has been in the industry, their most transacted city, and what office they are at.

Taking action:

  • Use ComposeAI: Let our AI help you draft personalized outreach to get the conversation started.

Staying organized:

  • Assign Ownership: Assign the agent to yourself or a teammate to clarify responsibility.

  • Set a Status: Track the agent’s stage in your pipeline (e.g., “Contacted,” “Meeting scheduled,” “Negotiating”).

  • Log an Interaction: Note that you spoke, emailed, or met with the agent.

  • Write a Note: Jot down context or next steps.

  • Create a Task: Set reminders for future outreach.


Summary

The Agent Profile is your command center for understanding, engaging with, and managing agents. Each tab and tool is designed to give you a clearer picture of the agent's business, make your outreach more personal, and help your team stay aligned.

If you’re looking to build stronger relationships, coach smarter, or recruit with confidence - the Agent Profile is where it starts.

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