EP Mortgage Services

Agent Relationship Builder

Spreadsheets to Track Agents

The spreadsheets we use is called Google Docs. And to create. We

will set up your google sheet with these agents on it. So that

we can track those agents all the time what's going on.

 

What we track is first name, last name, Company name, active

listings, buyers side, seller side. We can also edit the sheet

according to your need.

 

Looking up agents production through Homesnapp, List Report

etc. and put it on spreadsheet and it's totally up to you what

system you want to use to look up agents production.


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