A short presentation explaining the buyer client pipeline report tool and how agents and team leaders should manage buyer and listing businesses separately. The tool tracks client progress through columns (met, signed, mortgage approval, viewings, buyer grade A/B/C, dates added/last/next showing) and calculates the age of leads to surface stale A-level buyers.
Buyer client pipeline report. Even if you're again a solo operator, you should start to think about your business in the two different places. So think about your buyer business separately and manage it that way and, and then same thing with your listing business. So some of these tools seems like they would only lend themselves to teams, but that's not the case. You should have a book of business for yourself if you're your team's only buyer agent. I know most of you on this call have teams, but just in case you don't, make sure you're using this tool here. So the whole point of this, as you present this to your agents, this is a tool that is an absolute benefit to your agents. So there's no. This is not a huge accountability tool. Yes, it helps you as the team leader to know that they're productive and they're meeting with people, they're signing people. So if you go through these columns that they've met them, they've signed them, if they're approved for a mortgage, and if they've actually viewed properties, if they're A, B and C, the date they were added to the pipeline, the date of last showing, the next showing date, and this actually calculates sort of an age, an age of that lead from the date that they were put into the pipeline from today. And if your agent is saying that they're an A buyer, but they've been on this tracker for 145 days, something's off. So make sure you're in.
