Agent Templates
Agent Resource Guide
A single reference agents can keep open: systems, logins, contacts, transaction steps, and where to get help.
Included in the Toolkit
Agents
Editable docWho it's for
Agents who want one reference document instead of scattered notes, and team leaders who answer the same questions repeatedly.
What's inside
- A tools and accounts index
- Key contacts and who to ask for what
- The transaction process at a glance
- Commission and paperwork basics to fill in for your brokerage
- A personal weekly rhythm worksheet
How to use it
Fill in the brokerage-specific sections once, then keep it open as your default reference and update it whenever an answer changes.
Part of the Real Estate Team Operations Toolkit
This file is included in the Real Estate Team Operations Toolkit. It is not sold separately and is not a free download.
Start with the Free Team Operations AuditRead first
- How to Organize Your Real Estate Business — A simple operating structure for files, follow-up, and your calendar that survives a busy month.
- The First 90 Days: A New Agent Business Setup Guide — The accounts, systems, and habits worth setting up before you chase your first lead.
Tools that pair with it
- Notion — Flexible workspace for SOPs, onboarding hubs, and team documentation.