Real Estate Agent Profile Dashboard

The Real Estate Agent Profile Dashboard can be found under the "Profiles" Dashboard in our Market Intelligence BI Dashboarding Tool.

In the Real Estate Agent Profile dashboard, you can view origination data for individual or groups of agents.

There are a lot of ways to use this dashboard, including:

Here's how to use this Real Estate Agent Profile Dashboard.

In the "Agent selector" tab, choose the agent(s) of interest.

Step 1: Use the global filters to narrow down the list of agents in the bottom table. See detailed filtering options below. You can filter by geography, buyer/seller, property type, and more—and then sort by listing count or MMCT/LMI percentages.

Step 2: The filtered list from the table will populate in the agent selection dropdown. Choose one or more agents to focus on. The data in the rest of the dashboard will be filtered to just the selected agent(s).

Step 3 (Optional): Further filter the agent results by certain offices.

Once the agent(s) is/are chosen in the top dropdown, you can view the "Listings" and "Affiliates" tabs, which will reflect the chosen agent(s).

The "Listings" tab is where you can view listing data for the selected agent(s). This data is also filtered by the global filters at the top. These filters can be turned off or changed in this view to customize the data displayed in the tables and charts.

This table shows listings for the selected agent(s), based on the chosen filters. In the above screenshot, we're seeing listings for one chosen lender (name blurred), only in 2024, and only listings for residential properties.

Based on geographic filters and where the agent's listings are, this map will zoom and display listings (again, just for this individual agent) as a heat map, with darker counties indicating higher listing counts.

In the bottom table, we're seeing (again, just for this individual lender) listings by quarter categorized by certain characteristics. This chart can be adjust to show by month or by year.

The second dropdown is where you choose which parameter you want the chart segmented by. For example, CRA eligible, loan type (shown above), MMCT, and more.

The "Affiliates" tab is where you can see LOs and lenders the selected agent(s) has/have worked with, that apply under the global filters. Again, you can adjust these filters from this view to change the data displayed.

Our selected lender (name blurred) has several LOs with a high number of loans in the selected time period (2024) and that fall under the global filter parameters (residential).

The agent has worked with brokers LOs from Lennar Mortgage, DHI, and other lenders.

Here are the global filters available on the Real Estate Agent Profile Dashboard. Use these filters to narrow down the data to find exactly what you're looking for. Isolate data by geography, agent role, year, status, and more.

Filter your reports by geography. See just the specific markets you care about.

Narrow your data down to just certain census tracts that meet the filter criteria:

Filter the data by a single year or by the last several years to either isolate a year or compare trends over time.

Look at data for all listings, or focus on just buyer-side or just sell-side agents.

Look at all lender listing status, or filter by:

Focus on residential listings or expand the data to view non-residential as well.

Look at all loan types or narrow the data down to the following: