Broker Tracker Overview

00:00: This guide provides detailed. Instructions on navigating through broker tracker

00:04: in delius.

00:05: The tracker tab is specifically designed for broker users.

00:08: The tracker tab allows Brokers to track and assess all active

00:13: deals. The broker is tied to see any activity related to a deal.

00:17: The broker is tied to view payments related to a deal.

00:20: The broker is tied to and view an individualized agent production overview.

00:26: Click the tracker tab, you will then. See three sub tabs named deals

00:30: activity and payments.

00:34: This section shows all of your active and pending deals.

00:38: This section shows any notes added to a deal, the date.

00:41: It was added who posted to note and the ability to access the deal straight

00:45: from this section by clicking on the deal number and name.

00:48: Towards the right hand side of the page.

00:51: This section allows the broker to see any payments applied to closed deals.

00:55: Print invoices, sort by payment status and paid date.

01:01: When you click on show, sidebar in the top right hand corner, the agent sidebar

01:05: will show This includes your contact information.

01:08: Year-to-date sales summary and commission plan information.

01:13: There is a search field to search by deal ID deal name client name

01:17: and property address.

01:20: You can also complete a search using date ranges.

01:24: This section provides specific information about the broker including agent

01:29: profile. Broker growth starting year to present previous year

01:33: to date comparison 12-month burnings and 12-month

01:37: earnings breakdown.

01:40: Place your cursor over the interactive grids to see additional details about the financial

01:44: figures shown. You can also export your year-to-date earning

01:48: history report in the top right-hand corner.

01:51: When you click the export button, the report will download automatically.

01:55: This report will show you all commission information by each year selected in the

01:59: dropdown.