BrokerDrive reporting gives brokers dashboards, agent and team goals, leaderboards, a view of compliance risk, and finance reports — while keeping a privacy line that hides each agent's own forecast and private CRM details.
What it does
Dashboards for every level
- Broker dashboards
- Agent dashboards
- Team and office dashboards
Goals and leaderboards
Set agent and team goals, and show leaderboards that motivate without exposing anyone's private pipeline.
Exports and scheduled reports
Export to Excel or PDF. Reports that send themselves on a schedule come with higher plans.
Compare to peers
An optional add-on compares your production against other brokerages like yours.
The privacy line
Reporting adds up what the brokerage needs while keeping each agent's own forecast and private CRM details out of view.
Who sees what
Broker view
Production, compliance risk, and finance across offices and teams — the picture you need to run the company, not surveillance.
Agent view
Their own dashboard and goals, with leaderboards that show standing, not secrets.
Why it matters
Brokers need the numbers to run the company. Agents need to know reporting won't expose their clients. BrokerDrive draws that line on purpose.
Frequently asked questions
- Can brokers see an agent's own private forecast?
- No. Reporting respects the privacy line — totals and operating views, not anyone's private pipeline.
- Do reports send themselves on a schedule?
- On a schedule comes with higher plans. You can export reports on demand on every plan.