September 7, 2022
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 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 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 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 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 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
May 20, 2022
Ultimate Real Estate Team Structure Blueprint A team structure should answer three practical questions before it adds people: why the team exists, whether the organization has enough reserves to support
April 25, 2022
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
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
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