Templates
Practical templates, checklists, trackers, SOPs, and prompt libraries built for the operational side of real estate. The audit is free. The Playbook is the operating framework. The Toolkit is the editable file pack.
Kindle Edition · Available on Amazon
A practical guide for real estate team leaders who want clearer systems, stronger ownership, and a more scalable business.
Toolkit · Available now
A Complete Business Operations System for Real Estate Team Leaders.
All-Access Membership · The Haus Vault
The Haus Vault gives you the Playbook, the complete Toolkit, the Google Docs and Sheets editions you can copy into your own drive, and every new template as it is released.
A step-by-step checklist covering everything a new agent needs in their first 30 days, from accounts and access to training and first-client support.
Team Leaders · CHECKLIST
See the ToolkitA free 10-section assessment of the systems a real estate team should have documented, with space to note who owns each one.
Team Leaders · TEMPLATE
Get the Free AuditA repeatable agenda that keeps team meetings to the point: numbers, pipeline, blockers, training, and next actions.
Team Leaders · TEMPLATE
See the ToolkitA standard format for writing procedures your team will actually follow — purpose, trigger, steps, owner, and review date.
Operations · TEMPLATE
See the ToolkitA single reference agents can keep open: systems, logins, contacts, transaction steps, and where to get help.
Agents · TEMPLATE
See the ToolkitReady-to-use prompts for listing copy, follow-up email, market summaries, social captions, and internal documentation.
Agents · TEMPLATE
See the ToolkitA spreadsheet that tracks every active file: dates, contingencies, documents, and who is waiting on what.
Agents · TEMPLATE
See the ToolkitEvery marketing step for a new listing in order, so nothing gets skipped when the week is busy.
Agents · CHECKLIST
See the ToolkitDefines what gets communicated where — channels, response expectations, and meeting cadence — in one page.
Team Leaders · TEMPLATE
See the ToolkitRoadmap
Planned resources that are not built yet. No checkout and no files until they are finished.
Transaction Coordination Playbook
Operations · Coming Soon
Real Estate Technology Audit
Operations · Coming Soon
Weekly Real Estate Business Planner
Agents · Coming Soon
Lead Follow-Up Tracker
Agents · Coming Soon
Client Communication Templates
Agents · Coming Soon
Marketing Planning Template
Agents · Coming Soon
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A 10-section assessment that shows which systems are missing and who owns them.
See the software real estate professionals use to run the systems these templates describe.
