RE Luxe Leaders

Tag: Operations

September 7, 2022

Mortgage Representative Job Description

Mortgage Representative Job Description A mortgage representative can be a strategic relationship for a real estate team when the role is defined around clear communication, responsible handoffs and a consistent

September 7, 2022

Marketing and Advertising Budget

Marketing and Advertising Budget A marketing budget is easier to use when each line has a purpose, an owner and a time period. The worksheet for this article organizes planned

September 7, 2022

Project ROI Worksheet

Project ROI Worksheet A project ROI worksheet can make a proposed project, software purchase or marketing spend easier to evaluate. Start by making the decision explicit: what are you considering,

August 26, 2022

Luxury Real Estate Business Plan Weekly Overview

Luxury Real Estate Business Plan Weekly Overview The Business Plan Weekly Overview is an 11×17 worksheet for turning a broad business plan into a short list of actions for the

June 3, 2022

Agent Daily Business Summary

Agent Daily Business Summary A daily summary turns a busy day into a small set of decisions. The template groups work into business development, pipeline management, conversion, servicing and personal

May 25, 2022

New Business Start-Up Assessment

New Business Start-Up Assessment A new business review is most useful when it turns a broad ambition into a set of questions you can answer with evidence. The New Business

April 25, 2022

4DX Scoreboard Template

4DX Scoreboard Template A scoreboard gives a team one visible place to connect a small number of important goals with the weekly actions that move them. The 4 Disciplines of

January 31, 2022

Visual Storyboarding Template

Tools and Downloads The Visual Storyboarding Template is an 11×17 PDF worksheet for moving a group from a broad topic to organized ideas and concrete action plans. Download the Visual

December 28, 2021

One Page Business Plan Template

A one-page business plan is a compact decision document. It gives an operator one place to state who the business serves, what it offers, which priorities matter now, and how