The deliverable

Read the report before you decide.

This is the document the entire service exists to produce. Same format, same depth, same standards as the real thing — populated with a composite example so you can judge the substance before sharing your name.

Styled scene: three document sets laid side by side on an oak dining table

What you're reading. An illustrative composite: a realistic assignment with fictional agents, built to show the exact structure, evidence types, and candor of an actual Agent Match Report. No real agents or clients appear here. Your report is built the same way, from your market's real data.

Agent Match Report — Sample

Listing-agent evaluation: single-family estate sale

  • Property profile: 4bd/3ba single-family home, ~2,450 sqft, established Marin County neighborhood; estate sale by successor trustee; expected range $1.4–1.5M; sold with some deferred maintenance, seller prefers minimal pre-sale work.
  • Client priorities (from intake, in order): 1) defensible process a co-beneficiary can review, 2) net proceeds, 3) minimal hands-on burden for an out-of-area trustee.
  • Candidates: three listing agents — two sourced by us from the micro-market's top recent performers, one requested by the family. Each interviewed against the same criteria; two written proposals and one verbal proposal normalized below.

The scorecard

Evidence dimensionAgent AAgent BAgent C
Comparable sales — same micro-market, 24 mo 7 sides within 1.2 mi; 5 in the same school zone 11 sides within 1 mi; 8 single-family in the $1.2–1.7M band 3 sides within 2 mi; primary volume is 15 mi south
Similar-property experience 9 comparable single-family sales; 2 estate/trust sales 6 comparable sales; no estate sales in trailing 24 mo 5 comparable sales; 4 estate/trust sales
Pricing outcomes, in context Median 101% of list, 18 DOM; one -8% reduction outlier 104% of list, 12 DOM — but 3 of 8 launched notably under comps 99% of list, 31 DOM; consistent with as-is estate condition
Fee & what it includes 2.5% — photography, video, floor plan; staging billed to seller (est. $6–9K) 3.0% — whole-home staging, media, prep coordination, 2-week pre-market 2.5% — media plus partial staging (main rooms), estate cleanout referral
Team structure — who works your file The agent, with one licensed assistant on documents Listing partner runs day-to-day; agent attends launch and negotiations The agent, solo; transaction coordinator on contract-to-close
Communication Same-day text/email; weekly written summary offered Portal + scheduled calls; 48-hr response window stated Phone-first; prefers calls to email; responsive in our three contacts
References — recent sellers called 2 of 2 reached; both strongly positive; one noted staging upsell pressure 2 of 3 reached; positive; one noted handoff surprise to partner 2 of 2 reached; both estates; praised patience with court timeline

Fee normalization — what each proposal really costs

Headline rates hide the real comparison. Restated for a $1.45M sale price, including what the seller would separately pay to match Agent B's included scope:

Agent AAgent BAgent C
Listing-side fee2.5% → $36,2503.0% → $43,5002.5% → $36,250
Seller-paid extras to match scope+ $6,000–9,000 stagingincluded+ $2,500–4,000 staging balance
Comparable all-in cost≈ $42,250–45,250$43,500≈ $38,750–40,250

Buyer-side compensation is negotiated separately in every proposal and is excluded here so the listing-side comparison stays clean. Each candidate's approach to buyer-agent compensation is noted in their interview summary.

The written read

On the evidence, this is a two-way race that the family's requested agent complicates in a useful way. Agent B has the deepest micro-market bench — 11 recent sides within a mile, the strongest launch infrastructure, and the only true pre-market plan. Two cautions temper it: her 104%-of-list average partly reflects launching under comps (three of eight launches were priced notably below the nearest sales, which manufactures over-asking results), and day-to-day work moves to a listing partner after signing — a structure her own past seller confirmed with mild surprise. For a trustee who wants one accountable voice, that handoff is a real cost, not a footnote.

Agent C — the family's candidate — is a substantively strong estate specialist: four trust sales in two years, references that specifically praise patience with court timelines, and the lowest all-in cost. The trade-off is horsepower at launch: a solo operation, a thinner recent record in this exact micro-market, and 31-day average market time. On priority #1 (a defensible file) C scores well; on priority #2 (net proceeds in a market that rewards preparation) the evidence favors B.

Agent A is a capable generalist whose staging-billed-separately structure makes the 2.5% headline more expensive than it looks, and whose references — while positive — surfaced upsell pressure that conflicts with this client's minimal-burden priority. We would not advance A to a final interview.

Recommendation

Interview B and C as finalists. If the estate's timeline allows a prepared launch, the evidence supports B — with two conditions negotiated into the listing agreement before signing: (1) named commitment of who attends inspections and negotiations, and (2) launch price anchored to the comparable-sales exhibit in this report, not below it. If the court timeline or the family's bandwidth argues for a patient, single-point-of-contact process, C is a defensible choice a co-beneficiary can be shown in writing — and the ~$3,000–5,000 all-in savings is real. Questions worth asking each finalist are attached, keyed to the weaknesses above.

Sample document — illustrative composite; fictional agents; no real client data. An actual Agent Match Report additionally includes the comparable-sales exhibit, each agent's interview summary, and the reference-call notes, and is delivered in writing for your file. Report contents are yours to share with your attorney, family, or the agents themselves.

You're never obligated to hire any agent we evaluate or present, the decision to hire is solely yours, and we're not a party to any agreement you sign with an agent. Our comparison supplements — never replaces — your own due diligence. Full details: terms & service disclosures.

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