Tools and Assistance
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Tools and Assistance

Posted on September 17, 2025

Authored by Jonathan Hammer Levy

Buyer Agent & Broker Tools Overview

Buyer Agent - Data and Information Stored

ConfirmBuyer.com collects and organizes essential data related to buyer representation agreements. The following data points are stored securely for agent access and brokerage analytics:

  • Buyer Name
  • Buyer Contact Information
  • Location Where Agreement Was Executed
  • Property Type (e.g. residential, commercial, land)
  • Showing Type (in-person, virtual, open house, etc.)
  • Agreement Duration
  • Compensation Structure
  • Agreement Status Tracking (active, expired, converted)
  • Time-based Performance Metrics (daily, weekly, monthly, YTD)
  • Upcoming Expiry Dates

Buyer Agent Tools, Functionality, and Benefits

The platform provides agents with robust tools to stay organized, compliant, and productive:

  • Notifications: Automated reminders for agreements nearing expiration (e.g., 3 days, 1 day, and 3 hours in advance).
  • Warnings: System alerts for missing required data, expired agreements, buyer login activity, and third-party access inquiries.
  • Confirmations: Agent confirmations for updates, receipt of new agreement entries, or submission validations.
  • Alerts: Real-time alerts for urgent actions or compliance deadlines.
  • Updates: Ongoing real-time updates regarding agreement status, buyer activity, or platform changes.

Broker Access & Oversight

Brokers and managers have complete visibility into all agreements handled by agents within their office. Key features include:

  • Access to all data submitted by individual agents or across all agents within the brokerage.
  • Ability to view, filter, and export agreement data based on multiple criteria:
    • New agreements submitted by agent(s) — filterable by entry date, weekly, monthly, and YTD.
    • Agreements expiring within the next 3 days or 24 hours.
    • All agreement statuses: Active, Expired, and Archived.
    • Agreements tied to mortgage, insurance, or home warranty referrals.
    • Financing types associated with agreements (e.g., VA, FHA, Cash, Conventional).
    • Compensation breakdowns by agent(s), agreement type, or office.
    • Agreements that have successfully converted into closed transactions.
    • Built-in messaging tools to contact one or multiple agents instantly.
  • Confidential “Internal Diary” section for broker notes, coaching tips, and strategy notes — agent-specific and secure.
  • Private Search Portal for checking potential duplicate or conflicting agreements across regions.

Five-Tier Access for Management & Executives

ConfirmBuyer.com supports a scalable, hierarchical access structure for different management levels. Each level provides granular visibility and control over agreements and agent performance:

1. Office-Level Broker/Manager

  • Full access to all data and analytics related to agents within a single office.

2. Multi-Office Broker/Manager (County-Wide)

  • Aggregated view of agreement activity across multiple offices within a single county.

3. Regional Manager (Multi-County, Multi-State)

  • Combined data analytics and reporting for multiple counties and states.

4. National Manager (All States)

  • Nationwide overview of agreement data, filtered by office, state, region, or agent.

5. Executive Office Access

  • Comprehensive control panel allowing executives to oversee all brokerages, offices, and agents:
    • View by broker name, office address, city, county, region, or state.
    • Analyze company-wide trends, performance metrics, and compliance status.