Consumer-first use
A shortlist should help a buyer or seller decide whom to interview. It is not a fiduciary recommendation, fee review, license check, or guarantee of fit.
Consumer Shortlist
Build a smarter real estate agent interview list.
The Index is built to help buyers and sellers compare proven agents by public proof, reviews, production, consumer authority, and AI visibility. Use this worksheet to clarify what kind of representation you need before you ask for introductions.
Secure Shortlist Request
Share the context needed for a better interview list.
The request path is designed for market, timing, representation fit, and proof priorities only. Do not submit Social Security numbers, bank information, loan documents, legal disputes, or private financial files.
Research stageRequests not open yet
We are not accepting shortlist requests through this form yet. The Index is currently publishing research, market coverage, and source-backed comparison tools while intake routing is finalized.
Secure shortlist routing is in controlled rollout. Use this page today as a shortlist worksheet; requests never affect ranking placement.
Independence Boundary
A request cannot buy rank.
Ranking placement cannot be purchased. Submitting a shortlist request does not change public rankings, scores, badges, category placement, or editorial coverage. The shortlist workflow is for consumer research and permission-based follow-up, not for agent promotion.
Privacy-first intake
Collect only the information needed to build an interview list. Do not collect Social Security numbers, bank credentials, loan documents, legal disputes, or private financial files through the shortlist workflow.
Worksheet
The questions that create a useful shortlist.
If I am selling
Which agents can prove listing reach, pricing discipline, launch strategy, negotiation strength, review depth, and AI-visible marketing penetration in my market?
If I am buying
Which agents can prove neighborhood fluency, buyer access, vendor network, off-market search behavior, and enough public authority to open useful doors?
If I want a team
Who is the lead advisor, what work is delegated, and how does the team prove coverage without losing accountability?
If I want an individual
Does the agent personally own strategy, communication, negotiation, and local market judgment from start to finish?
If AI visibility matters
Can the agent's public record be found, connected, and explained across search and AI systems without relying on paid ads or vague claims?
How Matching Should Work
Use the ranking layers in the right order.
1
Start with public proof
Use production, reviews, identity clarity, and source links to avoid a list that is only advertising.
2
Choose the right category
Compare teams and individuals separately so operating model does not get blurred.
3
Read the primary rank first
Use AI Visibility for the published team and individual order, then compare Consumer Authority, production, reviews, and source evidence.
4
Interview against the evidence
Ask candidates to connect their claims to recent proof, not generic scripts.
Intake Fields
What a clean request should collect.
The public shortlist workflow does not need private financial documents or invasive personal data. It only asks for enough context to help the consumer build a better interview list.
| Field | Why it matters | Examples |
|---|---|---|
| Buying, selling, or bothconsumer_role | Route the consumer toward buyer-specific, seller-specific, or dual-purpose proof signals. | Selling, Buying, Buying and selling |
| Target market or neighborhoodtarget_market | Match the request to the most relevant live market page, planned market, or neighborhood context. | Chicago North Shore, Los Angeles Westside, Brooklyn |
| Approximate price bandprice_band | Separate luxury, move-up, first-time, investment, and specialty-property use cases without collecting financial documents. | Under $750k, $750k-$1.5M, $1.5M+ |
| Property typeproperty_type | Identify whether the consumer needs proof around condos, co-ops, single-family homes, estates, investment property, or new construction. | Single-family, Condo, Co-op, Luxury estate, Investment |
| Decision timelinetimeline | Help distinguish urgent representation needs from early research. | Now, 30-90 days, 3-6 months, Exploring |
| Team, individual, or no preferencerepresentation_preference | Let the consumer choose the operating model that fits their communication and service expectations. | Team, Individual, No preference |
| What proof matters mostproof_priorities | Weight the shortlist toward production, reviews, AI visibility, local expertise, listing marketing, buyer access, or luxury specialization. | Sales production, Reviews, AI visibility, Off-market network, Listing marketing |
| Permission to follow upcontact_permission | Future lead capture must be permission-based and separate from ranking placement. | Research only, Contact me about my shortlist |
Commercial Boundary
Referral monetization must stay downstream of trust.
Any future referral or introduction product must stay separate from ranking methodology and must disclose commercial relationships where required. The publication should earn authority first: useful market coverage, clean data exports, transparent methodology, and rankings that cannot be bought.