Business Planning Forms for Real Estate Agents

Our most up to date business planning forms. This is where you will find the 2021 Goals and Income Form

Maximizing Your Database To Yield A Higher Return

When you watch our SMART webinar you will learn best practices and how to layer communication to yield a higher return from your database. 

Making The Leap From Having A Job To Running A Business: An Interview with Chad Lariscy

Chad Lariscy is someone who was able to move from doing 80% of the transactions for his team to being completely out of production and tracking for over 240 units. In this interview Chad talks about the changes he made that allowed him to make this huge shift in less than 1 year.

Mastering Leverage: An Interview with Jessica Ozuna

In this interview Jessica talks about the systems she has set up for her team that allows her to close 75+ deals a year while working 30-40 hours a week. This interview dives deep on her processes around working with buyers and utilizing a showing agent.

Action Planning Worksheet

Download our free worksheet to create your own plan of action

So You Want To Build A Team

Are you thinking about building a team? Check in with our list below to determine if your business is stable enough to support an additional sales team member:

The Habit Stack Worksheet

Use this worksheet to help identify where you want to stack a new habit so that you can be more successful implementing your new habit.

Care Call Recordings

Check out this post to hear recordings from Care Calls that are focused on helping clients see new possibilities

NAR 2020 Home Buyers and Sellers Generational Trends Report

Learn the characteristics of today’s home buyers/sellers and understand the latest data in Real Estate collected by the National Association of Realtors

Pre-Foreclosure Script

Download our Pre-Foreclosure Script