The Beginner’s Guide to Active Agent Reports

Real estate is a competitive field, so you might find it difficult to meet and exceed your targets. Even as a seasoned agent, convincing clients to choose you over others can be challenging.

Fortunately, an active agent report can help get you noticed. With stunning designs and valuable statistics, you can show off your good track record and encourage potential clients to reach out to you.

In this post, we’ll discuss the benefits of using an active agent report. Then, we’ll show you how to create one in four steps. Let’s get started!

An Introduction to Active Agent Reports (And Why They’re Useful)

An active agent report is an ideal way for you to attract new clients. It provides you with the opportunity to make an excellent first impression by showcasing your top achievements.

For instance, you can highlight impressive information like the number of properties you’ve listed and sold. This can help you gain the trust of potential customers.

However, active agent reports are not just documents filled with numbers and statistics. You can utilize stunning designs, high-resolution images, and captivating copy to set a professional and engaging tone.

By presenting your report in a beautiful and scannable format, prospects are able to instantly understand why they should choose you as their agent. What’s more, you can use these newly-acquired contacts to build a stable network of clients, which can make it easier for you to get listings.

How to Create an Active Agent Report (In 4 Steps)

Now that you know why an active agent report is important, let’s take a look at how to create one. At Jigglar, we offer thousands of pre-designed templates that can be used in your marketing materials, from flyers to social posts. Better yet, it’s quick and easy to customize templates, so that even those lacking design experience can achieve professional results.

Step 1: Choose Your Active Agent Report Template

We offer beautiful active agent report templates to help you get started, so you can choose the one that best suits your needs. For instance, you can find templates that display your statistics in a neat, digestible format:

Example of active agent report template

This offers a visually appealing way of presenting information, making use of small icons and complementary colors. Additionally, this template boasts dedicated boxes that enable you to share highlights for the quarter and inspirational quotes. This can help you inject a bit of personality into your report, enabling clients to get to know you better.

However, for something more classic, you might prefer a template that lets the data speak for itself. In this case, you can select a design that enables you to demonstrate your accomplishments more effectively:

An active agent report template

Of course, you can customize our active agent report templates with your own details. You can also add unique images to make it more engaging.

Step 2: Share Helpful Information

While you want to promote your services, it’s also important that you provide value to your readers. For example, you can share housing information or the latest real estate statistics to keep locals up to date.

Housing prices change all the time due to global events and economic trends. As such, sellers might not be aware of the demand for houses in the area.

You can use your active agent report to encourage clients to sell their homes. Consider packing your report with valuable data to build credibility with your audience.

Step 3: Play to Your Strengths

When designing your report, you’ll want to think about what makes you unique as an agent. Why should buyers and sellers contact you over your competitors?

Perhaps you’re great with people and can build rapport with customers. If that’s the case, you might use your report to highlight testimonials or positive customer stories.

Alternatively, selling might be your superpower. Therefore, you can demonstrate your skills with clear, hard statistics.

If you boast a wealth of experience, you might have established yourself as a knowledgeable and trustworthy agent. You can use your report to discuss changes in the market or show off your expert insights.

Step 4: Invite Readers to Contact You

It’s important to make sure that your name, slogan, and real estate logo are clear and accessible on your report. We recommend using a professional typeface in contrasting colors to make your details stand out.

Rather than simply displaying your contact information, you might want to consider leading with a friendly Call To Action (CTA), as shown in the template below:

An active agent report template by Jigglar.

This CTA can make you look more approachable. As such, readers might feel more comfortable reaching out to you, even if they only want to ask a question.


It can be difficult to get noticed among experienced agents in your local area. However, by using an active agent report, you can highlight your strengths and persuade clients to choose you over your competitors.

To recap, here’s how to create an active agent report with Jigglar:

  1. Choose a template that suits your needs.
  2. Share helpful information about the local market.
  3. Play to your strengths with statistics, testimonials, and insights.
  4. Invite readers to reach out to you by highlighting your contact details.

At Jigglar, we offer a selection of pre-designed templates to help you create professional agent reports and other marketing documents. Sign up for a free trial today!

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