Track Your Success with Broker & Agent Reports

Now that 2025 is behind us, taking time to review your year-end production isn’t just smart business, it’s essential. Whether you’re an agent tracking your personal performance or a broker overseeing an entire office, Matrix offers built-in reporting tools that make auditing, planning, and record-keeping simple and accurate.

One of the most valuable tools available is the Broker/Agent Reports feature, designed to give you clear insight into listings, closings, and overall activity for the year.

Agent Production & Inventory Report: Your Year at a Glance

Agents can easily generate the Agent Production and Inventory report, which provides a comprehensive snapshot of your business. This report displays:

• All active and sold listings
• Closed transactions for the selected year
• Production totals tied directly to MLS data

This makes it especially useful for:

• Auditing your transactions
• Year-end recordkeeping
• Tax preparation and financial planning
• Performance reviews and goal setting

For agents looking back at their 2025 production, this report serves as a reliable, MLS-verified record of your activity, no spreadsheets or manual tracking required.

How Agents Can Run the Report

In Matrix, navigate to:

1. My Matrix
2. Select Market Reports
3. Choose Agent Production and Inventory
4. Enter the desired date range (for example, January 1–December 31, 2025)
5. Run and export the report as needed

Reports can be saved as PDFs or spreadsheets, making them easy to share with accountants, brokers, or for your own records.

Broker Reporting: Office-Wide Insights Made Easy

For brokers, Matrix offers even more flexibility. Brokers can generate reports not only on their own production, but also on:

• Entire offices
• Individual agents
• Specific timeframes or performance periods

These reports provide valuable insight into trends, productivity, and inventory across the brokerage. They’re especially helpful for:

• Year-end performance reviews
• Agent coaching and mentoring
• Business planning and forecasting
• Compliance and auditing

Having direct access to MLS-verified data allows brokers to make informed decisions while maintaining accurate records across the organization.

How Brokers Can Access Reports

Brokers can follow similar steps in Matrix:

1. Go to My Matrix
2. Select Market Reports
3. Choose the appropriate Broker or Office report
4. Select agents, office(s), and date range
5. Run, save, or export the report

With just a few clicks, brokers can access detailed information that would otherwise take hours to compile manually.

A Smart Habit for Every REALTOR®

Whether you’re an agent or a broker, running these reports regularly, not just at year-end, helps you stay organized, accountable, and proactive in your business. Matrix MLS reporting tools are designed to save time while giving you confidence in the accuracy of your data.

If you haven’t explored the Broker/Agent Reports feature yet, now is the perfect time to make it part of your workflow and start planning for an even stronger year ahead.