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Analyzing an Agent's Profile and Reaching Out 📊 ✍️

Everything on the agent profile, what to actually look at before a call, and how to use ComposeAI to write outreach that references their real business.

Written by Chris Camp

The agent profile is the most-used page in Courted Connect, and for good reason: it’s where you decide whether an agent is worth pursuing and what to say to them. It’s a one-stop shop for understanding an agent’s production, generating outreach, and tracking your work.

To start, access an agent's profile by clicking on any agent's name from a search result, or from a prospect or partner list. You can also search for an individual agent you know by using the "Search Courted" search bar in the upper left of the platform.

What you’re looking at

The left panel is where you manage the relationship and see key information — contact info, relationship stage, and quick buttons for Interaction, Task, Note, and ComposeAI. It also holds Agent info: license number, MLS ID, most transacted city, time in industry, office city, and time at their current office.

The main section of the page has four tabs: Overview, Production specialization, Loan specialization, and Activity log, all of which are outlined below.

Every production number on the page respects a time scope you control in the upper right — LTM (last 12 months, the default), YTD, the previous year, 5Y, and All time.

The Overview tab

Overview covers what the agent produces and who they work with. This is where you’ll spend 80 to 90% of your time.

  • Agent overview — sales volume, closed transactions and units, and average sales price, each with the percent change beside it

  • Deal side breakdown — how their business splits between buy side and list side, in both volume and transaction count

  • Financing breakdown — the loan types their deals involve, and their most common financing called out directly

  • Active listings and current pipeline — what’s in flight right now

  • Potential to grow — our forecast for where they’re heading

    • The forecast is built from a range of signals: historical sales, close-to-list-price ratio, average days on market, inventory quality, how they compare to agents who started at the same time and to their own officemates, and seasonality. It exists because “did a lot last year” turns out to be a weak predictor of “will do a lot next year.”

Partner usage and deal share breakdown

Scroll down within Overview to Partner usage. This is the section that changes how you spend your day.

At the top you’ll see how many loan officers, title companies, and attorneys this agent has worked with, split by buy side and list side. Below that, the deal share breakdown lists each individual partner with their closed transactions, their share as a percentage, the percent change in that share, their sales volume, and the date of their most recent deal together.

Use the dropdown at the top of the table to switch between Loan officers / Mortgage brokers, Title companies, and Attorneys.

How to read it. An agent whose top loan officer has 95% of their deals is often a less viable prospect. An agent doing similar volume spread across four or five partners, or whose top partner’s share is falling, has room for you to engage. That percent change column is the underrated one — it tells you which direction a relationship is moving, not just where it stands.

Loan officer names aren’t clickable yet. You can see who an agent works with, but you can’t drill into that loan officer’s own production or company. Loan officer profiles and search are among the most requested things on our roadmap and we’re building them.

Also on Overview

  • Likely team members and likely team lead — agents this person does a lot of deals with, which usually means they’re on a team together

  • Similar agents — other agents we think resemble this one on production, location, and activity. A good way to turn one good prospect into five.

  • My History — every deal you’ve personally closed with this agent, buy side and list side, if you have any

  • Transaction list — click any transaction for property details plus the mortgage, loan, and title detail on it

Team production can look low. When an agent produces under a team, volume often rolls up to the team lead — so a genuinely large producer can show modest individual numbers, and vice versa. Read team leads and their members together.

The Production specialization tab

Where their business actually sits, broken out by price point.

You get their closed transactions and sales volume by price tier for the current time scope, plus a five-year view of how those tiers have shifted year over year.

This tab is a conversation in itself. If you can tell an agent their business moved from the $250–500K band into the $750K–1M band over two years, you’re telling them something about their own business they may not have noticed — a much better opening than asking for referrals.

The Loan specialization tab

Their production broken out by loan type — Conventional, FHA, VA, USDA, and Other — with closed transactions, share, sales volume, and average sales price for each.

If you’re strong in a particular loan product, this is where you find out whether they are too. An agent with real VA volume and a lender who doesn’t specialize in it is an opening.

The Activity log tab

Everything you’ve done with this agent, plus anything still outstanding.

Incomplete tasks sit at the top with their type, priority, and due date. Below them, your activity history runs in reverse order by month — every call, message, and note, with the outcome and whatever you wrote at the time. It’s your source of truth on the relationship, and it’s what makes picking a conversation back up after six weeks painless.

Getting contact information

In the left panel, find the Contact info section and click Get info.

We pull the agent’s phone and email from reliable sources online. You can re-run it later to refresh, and you can edit an agent’s contact information yourself if you already know it.

One agent at a time. There is currently no way to pull contact information for a whole list at once.

Reaching out with ComposeAI

You’ve decided the agent is worth a conversation. Now write it.

The ComposeAI button sits on every agent profile and on every alert. Because it’s reading that agent’s profile, the draft references their actual business rather than a template.

  1. Pick your format. You can choose between phone call (a script), email, and text.

  2. Edit your draft. Treat the output as a strong first draft. The most effective loan officers and title sales reps edit before sending — you know things about the relationship that we don’t. Try to make it sound like you – rewriting one sentence in its entirety helps accomplish that.

  3. Send it from your own tools. Click the agent’s email link or the phone number at the bottom of the message and your email or messaging app opens with the message already in it. You can also just copy and paste.

  4. Messages log themselves. Generating and copying a message writes it to that agent’s activity log automatically. You don’t have to log your outreach twice.

If the drafts don’t sound like you, fix your settings. Nearly every complaint about generic output traces back to an empty About you box or an unset default. You can get there from the settings icon on the ComposeAI panel, or from Settings > ComposeAI.

Use the thumbs up and thumbs down buttons. This provides feedback to ComposeAI and makes sure the drafts sound more like you over time.

We track outreach, not the responses. Your activity log records that you reached out. It doesn’t track opens, replies, or bounces — that stays in your email tool.

Logging interactions and setting follow-ups

When you talk to an agent anywhere — a call, an open house, a conference — log it. Click Interaction near the top of the left panel.

Set the activity type, when it happened, the outcome — left voicemail, more info requested, and so on — and a short description. Then click Log.

Two things you can do right in that same modal, and both are worth the extra three seconds: tick Create a task to set your follow-up while it’s fresh, and update the agent’s stage if the conversation moved them along.

Tasks take a type, a title, a due date, and a priority, and you can make one recurring if it’s a partner you want to touch every quarter. We’ll notify you when it comes due.

Moving them through stages

In the left panel under Relationship management, set the Type — Prospect or Partner — and then the Stage.

  • Prospect stages: Identified, Contacted, Nurturing

  • Partner stages: Active partner, Top partner, New partner, Lapsed partner

Stages aren’t simply bookkeeping. They’re what tells Connect which agents to watch — and once an agent has a stage, alerts start firing.

Next up: managing those prospects and partners, and working the alerts they generate.

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