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For Real estate agents

Real Estate Agent Toolkit

Track leads, know what a deal really puts in your pocket, and follow up with ready-to-edit prompts.

Get the toolkit - $29Download the free sample

Sound familiar?

What is inside

Leads

Pipeline with stage, source, next follow-up, overdue flags and probability-weighted commission

Commission Calc

Gross to take-home after referral fee, brokerage split, fees and tax set-aside, plus 'what price / how many deals do I need' reverse math

Closed Deals

Log of closed deals with net-to-you calculated per deal

Dashboard

Pipeline by stage, lead-source conversion, overdue follow-ups, monthly net income and a chart

Settings

Edit your pipeline stages, win probabilities and lead sources

38 prompts

Copy-and-paste prompts with [PLACEHOLDERS] and a clear output format for each.

Checklists

Printable workflow checklists for the routines you repeat.

One editable .xlsx workbook (live formulas, dropdowns, flags), plus prompts and checklists in plain-text files, and a README. Opens in Excel, Google Sheets (via import) and LibreOffice.

A look at the prompts

1. First reply to a new online lead
Write a short, friendly reply (under 90 words) to a new lead who enquired about [PROPERTY ADDRESS OR LISTING]. I am [MY NAME], a [LICENSED REAL ESTATE AGENT] in [CITY]. Answer this question they asked: [THEIR QUESTION]. End with one easy next step: [PHONE CALL / SHOWING / SEND MORE LISTINGS].
Format: plain text suitable for a text message, no emojis, no exaggerated claims.
13. Loser-of-the-offer encouragement
Write a message to buyers whose offer on [ADDRESS] was not accepted. Be empathetic, brief and practical. Acknowledge the disappointment, restate what we learned: [WHAT I LEARNED], and propose [NEXT STEP, E.G. NEW SEARCH, ALERTS, A CALL TOMORROW].
Format: text message under 80 words.
26. Monthly market update template
Create a monthly market update email template for [CITY OR NEIGHBOURHOOD] with placeholders I will fill from my local MLS data: [MEDIAN PRICE], [DAYS ON MARKET], [ACTIVE LISTINGS], [CLOSED SALES], [MONTH]. Write plain-language commentary for three scenarios (rising, flat, falling) that I can pick from.
Format: email template with bracketed fields and three commentary versions.

Try it free first

The free sample includes the Commission Calc sheet, 8 prompts and a starter checklist. No sign-up needed.

Download the free sample (ZIP)
$29

One-time payment. Instant download.

  • Full editable workbook
  • 38 prompts
  • Complete checklists
  • README and licence for your own business use
Buy the Real Estate Agent Toolkit - $29

Want all five toolkits? Get the bundle for $79.

Questions

Is this compliant with fair-housing and licensing rules?

The prompts steer away from protected-class language, but you are responsible for your marketing and for following your state's rules and your brokerage's policies. Review everything before you send it.

Does it work in Google Sheets?

Yes. Upload the .xlsx with File > Import in Google Sheets. It also opens in Excel and LibreOffice. The formulas use standard functions (SUMIFS, COUNTIFS, INDEX/MATCH and similar).

Do I need spreadsheet skills?

No. Type into the yellow cells; the grey cells calculate on their own. The Start Here sheet explains each tab.

Which AI tool do the prompts work with?

Any general AI assistant that accepts text. Fill in the [BRACKETED PLACEHOLDERS], then read and edit the output before you use it.

Is this a subscription?

No. It is a one-time purchase. You download the files and keep them.

Is the example data real?

No. Every name, amount and date in the example rows is made-up sample data so you can see the formulas working. Replace it with your own.