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Practical guides 5 min read

Seller report for property owners: what to include (template)

27 September 2026MyBrokerage editorial team
In short
  • A seller report should cover a property overview, contacts by source, portal visibility, viewings and feedback, offers and next steps.
  • Its purpose is to show the agency's work with verifiable numbers: an owner who hears nothing assumes the home isn't being looked after.
  • Data makes the price conversation easier: the market gives the signal, not the agent.

A seller report is the document an agency uses to show the owner the work done on their property: contacts received, portal visibility, viewings, feedback and offers. Done well, it makes the agency credible and paves the way for renewing the mandate.

"Any news?" is the question every agent hears from owners. When the answer is vague, the seller starts thinking the home isn't being looked after, and the mandate's expiry becomes the moment they consider another agency. The report changes that: instead of telling, the agent shows.

What the owner report is for

Show the work
Calls, enquiries and viewings make visible the work the owner doesn't see.
Discuss price
Lots of enquiries and no offers, or few enquiries: the numbers say what isn't working.
Prepare the renewal
Reaching the expiry with months of reports behind you changes the tone of the conversation.

Seller report template: the 6 sections

1
Property overview
Address, type, asking price, advertising start date and days on the market.
2
Lead generation
Calls and enquiries received on the property in the period, split by source: portals, board, website.
3
Portal visibility
Listing views, saves to favourites and contacts, portal by portal.
4
Viewings and feedback
Viewings done and what visitors said, briefly and respectfully.
5
Offers
Offers received and how far they are from the asking price.
6
Next steps
What the agency proposes for the next period: new marketing actions, a possible price review, timing.

How often to deliver the owner report

A good rule is to tie the report to a fixed meeting with the owner, for example once a month, plus an extra update when something important happens: an offer, a spike in enquiries, a sudden drop.

Handing it over in person, printed, adds value: the report becomes the occasion to sit down with the client, not an attachment to read alone.

How to use data to discuss price

A price review is the hardest conversation with a seller. With the data in front of you it becomes a shared reading:

What the numbers sayPossible readingAction to propose
Many views, few enquiriesThe listing attracts but the price holds back contactReview price or presentation
Many enquiries, few viewingsThe listing details don't match expectationsImprove photos, floor plan and description
Many viewings, no offersThe property doesn't convince in person at the current priceAlign the price with the market
Few viewsPoor visibilityStrengthen portal advertising

How to prepare the report in one click

The problem with the report isn't the content, it's the time: between back office and agent it takes 30 to 90 minutes to gather the numbers by hand, logging into every portal and counting calls and appointments.

With the MyBrokerage AI Seller Report the agent opens the mandate and downloads a Word file already filled in with calls, enquiries, appointments and portal visibility. They print it as it is or add a note before the meeting.

To go a step further, the Owner App turns the same data into a continuous update: the seller sees enquiries, viewings and feedback from their phone, whenever they want. We cover it in the article on the owner's private area.

Let's build a report on your next mandate

Bring us a property from your portfolio: we'll show you the report you'd print for the owner.

Book a demo →

Frequently asked questions

What should an owner report contain?

A property overview, calls and enquiries by source, portal visibility, viewings with feedback, offers received and the next steps the agency proposes.

Should I include negative feedback from viewings?

Yes, briefly and without inappropriate comments: it's useful information for the seller and makes the report credible.

Does the report replace calls to the owner?

It reduces them and makes them more useful: instead of vague updates, every meeting starts from concrete numbers.

What format should it take?

A document that can be read in a few minutes, ideally printed and handed over in person. The MyBrokerage AI Seller Report is a Word file ready to print.

MyBrokerage editorial team
We write for real estate agency owners and agents, starting from how work gets done on the platform every day.

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