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Trainer Talk: Create and Correct Year-End Agent Reports

January 20, 2015  |  by Diane Ives

agentsalesreportThis time of year, you may be thinking that you want a record of last year’s transactions or you may want to submit your transactions to your Board/Association for Annual Awards. MRIS provides agents with an easy to use Agent Report that will contain all the info you need.

To create an Agent Report log in to, click on Agent Sales Report (left side of screen) and then choose Listing Agent/Selling Agent or both, enter a year or date range and click Show Results. For those with multiple IDs, it will find the other IDs and all offices you were associated with throughout the time period. Note: You must be logged in to see the Agent Sales Report menu option.

Check your report carefully for the following:

  • Incorrect sales price
  • Incorrect Settlement Date
  • Selling Agent MRIS ID# and name
  • Selling Office (Broker Code) MRIS ID#

If a listing is in the system and you are incorrectly credited with the sale side of the transaction, contact the Listing Agent to correct the listing. If the listing agent is no longer available someone else in the office can make the change. If your listings are not showing on the report, make sure they are entered in Keystone with your MRIS ID as the listing agent.

If you need to enter Comp/FSBO (Comparable/For Sale by Owner), you can do that in Keystone. First search in Matrix by address to make sure no one else has entered the listing. Enter Keystone and click Add New Listing then attach the tax record. Review the map PushPin and tax record information, and click continue. Indicate Sale or Rental, select “For Comp Purposes Only” = Yes, Status = Sold, and then fill out all required information.

  • If the Listing Agent is unknown, use 12345 as the ID.
  • If the Sales Agent is unknown, use 9999 as the ID.
  • Make sure all data is correct before you save, especially if you use 12345 for the Listing Agent ID.

We recommend that agents run this report throughout the year to make sure all info is correct and aren’t caught at the last minute trying to get changes made. It will be less stressful to catch errors as they occur.

Posted in Blog, Featured, Trainer Talk

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