Agent Search is a central feature of Courted Connect and is how you can generate a dynamic list of agents worth calling. It starts with every agent in the markets you have access to — often tens of thousands of them — and your job is to filter that down to a list of names you’d actually act on.
Step 1: Open Agent Search
Click the search icon in the left navigation bar, then Agent Search (or click here to go straight to Agent Search).
You’ll see every agent in your markets, unfiltered. The counts at the top tell you how big your starting pool is — agents and closed transactions — and they update as you filter, so keep an eye on them.
Click All filters in the top right to open the filter panel.
Step 2: Start with location
Set your Location filter. The dropdown lets you work by city, zip, county, or state, so you can go as wide or as narrow as your territory actually is.
How location matching works. Location matches an agent on any of three things — their office location, where they transact most, or where they live. So you’ll catch the agent who lives across the metro but does all their business in your zip. You can select or deselect any of those three definitions depending on the agents you’re interested in.
Step 3: Narrow by production
Now cut for volume. Two filters often do most of the work here:
Closed transactions — the most important production filter. Set a minimum, then choose buy side or list side depending on what you’re after.
Loan officers will almost always want buy side, since those are the deals that can involve a mortgage.
Title sales reps should use whichever side controls the title order in their state, since that can vary.
Average sales price — set a minimum if loan size matters to you. Otherwise leave it blank.
Be realistic about your minimum. We’d all love to prospect only agents with 20 or 30+ closed transactions, but in most markets there are relatively few of them. Start a bit lower than feels ambitious — you can always increase it later.
Click Apply to see your list narrow.
Step 4: Add the quality filters
These are optional, but a couple of them will get your list down to the agents most worth your time.
Exclude mostly cash (loan officers) — expand the Agent type section of your filters and select "Exclude mostly cash."
Potential to grow — filter to High or Moderate to surface agents whose production is trending up. This is a Courted forecast rather than a read of last year’s numbers, and it’s the best way to get in front of someone before they are on everyone else's radar.
Office name — include or exclude specific brokerages. Useful for cutting out shops whose agents you can’t work with anyway.
Time in industry — set a minimum or maximum, depending on whether you want established producers or newer agents still forming their habits.
The Agent type section has more in it than most people notice — filters for agents with active listings, agents who’ve closed in the last 90 days, agents you have a mutual connection with, likely team leads and team members, and agents with no relationship stage set yet. Worth a scroll.
Here’s what a real narrowing pass might look like:
Step | Agents |
All agents in Rockville, MD... | ~1,500 |
...with at least 6 buy-side closings in the last 12 months... | 233 |
...and excluding mostly cash, Potential to grow High or Moderate | 43 |
43 is a callable list. Fifteen hundred isn’t.
Got zero results? You’ve over-filtered. It’s the single most common first-run mistake. Relax your filters one at a time — lower your minimum closed transactions, remove the average sales price filter, or expand your locations. Any of those should pull results back in.
Step 5: Read and sort your results
Your results table includes each agent’s office, most transacted city, estimated time in industry, closed transactions, sales volume, the percent change on both, potential to grow, and more. You can show 20, 50, or 100 rows at a time.
2-3 columns tell you how much of an agent’s business is actually up for grabs.
Top LO deal share
This is the highest share of an agent’s transactions going to a single loan officer — in other words, how much of their business one LO already owns. If an agent closed 10 transactions last year and 7 went to the same loan officer, their Top LO deal share is 70%.
A higher number means less of their business is up for grabs, and that they’re loyal to one loan officer.
A lower number means more is up for grabs and they aren’t locked in. These are the agents particularly worth reaching out to.
Top title deal share
The same idea for title companies, and it’s split into buy-side and list-side figures tracked separately.
A higher number means they’re loyal to one title company.
A lower number means the business is open. Again, these are your best targets.
Sort by deal share, low to high. That puts the agents with the most opportunity at the top of your list. Clicking a column header once sorts high to low; clicking again flips it low to high.
Seeing the same agent more than once? That means they belong to multiple MLSs, and we often keep those records separate. Open their profile and use the MLS selector to switch between them.
You can also download the list of agents.
Step 6: Save the search
Once you have a search you’re happy with, and a number of agents that feels workable — we’d suggest anywhere from 40 to 300 or more — click the blue Save button in the top right and give it a name.
Name it something you’ll recognize in a month — “Austin prospects, 5+ trx” beats “My search 3.”
Saved searches are dynamic, not snapshots. As the dialog says, the list auto-updates as we find agents matching your filters — we re-run it nightly. Build two or three good ones and they become a standing feed of new prospects rather than something you rebuild every week.
Step 7: Start working your list
A saved list is only as good as the work you do on it. Click any agent’s name to open their profile, which is the next thing in Connect to learn.
For now, click a name that looks interesting, scroll through the page, and mark them as a Prospect if you’d like to get in touch — that’s also what starts Connect watching them for you.
Next up: what to look for when you open one of those profiles.