Templates
Practical templates, checklists, trackers, SOPs, and prompt libraries built for the operational side of real estate. Free resources are available now; paid toolkits are being added.
Toolkit · Coming soon
A practical toolkit for organizing onboarding, workflows, communication, technology, meetings, and team operations.
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
View ResourceAn audit of the systems a real estate team should have documented, with space to note who owns each one.
Team Leaders · CHECKLIST
View ResourceA repeatable agenda that keeps team meetings to the point: numbers, pipeline, blockers, training, and next actions.
Team Leaders · TEMPLATE
View ResourceA standard format for writing procedures your team will actually follow — purpose, trigger, steps, owner, and review date.
Operations · TEMPLATE
Coming Soon — DetailsA single reference agents can keep open: systems, logins, contacts, transaction steps, and where to get help.
Agents · TEMPLATE
Coming Soon — DetailsReady-to-use prompts for listing copy, follow-up email, market summaries, social captions, and internal documentation.
Agents · TEMPLATE
Coming Soon — DetailsA spreadsheet that tracks every active file: dates, contingencies, documents, and who is waiting on what.
Agents · TEMPLATE
View ResourceEvery marketing step for a new listing in order, so nothing gets skipped when the week is busy.
Agents · CHECKLIST
View ResourceDefines what gets communicated where — channels, response expectations, and meeting cadence — in one page.
Team Leaders · TEMPLATE
Coming Soon — DetailsRoadmap
These templates are planned, not published. There are no files, prices, or checkout for them yet — they appear in the library above once they are finished.
Real Estate Agent Onboarding Checklist
Team Leaders · Coming Soon
Real Estate Team Onboarding Checklist
Team Leaders · Coming Soon
Real Estate SOP Template
Operations · Coming Soon
Team Meeting Agenda
Team Leaders · Coming Soon
Team Operations Audit
Operations · Coming Soon
Real Estate Technology Audit
Operations · Coming Soon
Agent Resource Directory Template
Team Leaders · Coming Soon
Weekly Real Estate Business Planner
Agents · Coming Soon
Lead Follow-Up Tracker
Agents · Coming Soon
Real Estate Business Systems Checklist
Agents · Coming Soon
AI Prompt Pack for Agents
Agents · Coming Soon
AI Prompt Pack for Team Leaders
Team Leaders · Coming Soon
Client Communication Templates
Agents · Coming Soon
Marketing Planning Template
Agents · Coming Soon
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