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: Blank and Sample PDFs

Choose your 4DX scoreboard PDF: Download the blank template (PDF) or view the completed sample (PDF). Use the blank sheet for your own goal and lead measures, and the sample

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