Active clientUnique client ID in Follow Up Boss with at least one open transaction or closed transaction within the last 24 months.
Return clientClient with 2+ closed transactions within any 60-month window.
TransactionCompleted, closed real estate transaction in Dotloop. Cancelled, withdrawn, and test records excluded.
Client relationshipElapsed time from first closed transaction to most recent closed transaction, averaged across all return clients.
Days on marketElapsed calendar days from MLS listing date to accepted offer date, averaged across all seller-side transactions in the trailing 12 months.
Continuous operationNo gap exceeding 6 months between consecutive closed transactions across the brokerage's history.
Service mixDistribution of transaction types by count, trailing 24 months. From Dotloop transaction type field only.
GeographyCities from property address on closed transaction records, trailing 24 months.
Transaction valueSale price on closed transactions. From Dotloop closing records, confirmed against QuickBooks commission entries.