Agent profiles is a software feature that displays detailed information and performance metrics for individual real estate brokers within a CRM platform. This feature centralizes agent data including contact details, licensing credentials, sales history, and key performance indicators in a single accessible view.
Core Features
- Personal Information Display: Contact details, professional photo, and bio
- Licensing & Accreditation: PRC license number, DHSUD registration, and developer accreditation status
- Sales Performance Metrics: Total closed sales, active listings, and conversion rates
- Commission Management Summary: Earned commissions, pending payouts, and commission scheme tier
- Network Hierarchy: Upline/downline tracking and agent network genealogy position
- Client Portfolio: Assigned leads and active prospect tracking status
- Training Progress: Completion status in the learning management system
Use Cases
Agent profiles serve multiple stakeholders within a Philippine real estate brokerage:
- Brokers and Team Leaders use profiles to monitor individual agent performance against sales targets and identify coaching opportunities
- Agents track their own metrics, view commission earnings, and update professional credentials
- Clients can view public agent profiles to verify PRC licensing and read reviews before engaging
- Administrators manage compliance by tracking license expiration dates and required certifications under RA 9646 (RESA Law)
Integration
In iRealtee, agent profiles connect with the broader agent directory feature for searchable team rosters. Profile data feeds into dashboard analytics for aggregate performance reporting and business intelligence insights. The CRM analytics module pulls agent-level data for pipeline attribution and lead source tracking.
You can access agent profiles through the Agent Directory module. For tracking multi-level structures, see the Agent Network Genealogy feature. Commission details displayed in profiles are managed via Commission Management.
Related Terms
References
Looking for another term? Browse the full glossary.
Back to Glossary