Real Estate Agent Templates
Each paid workbook includes a full operator flow: command, scenario, execution, and industry edge sheets.
$18.8MPipeline Value
$234kProj. Commission
+8
Operator
Property Deal Pipeline
Lead-to-close CRM tracker replacing Salesforce for independent agents — manage every deal from first enquiry to commission collected.
Deal Pipeline
Lead Source Tracker
Commission Forecast
Execution Board
Deal Pipeline Yield Board
$18.8M Pipeline Value
$234k Proj. Commission
8 Active Deals
Cross-sheet controls + advanced diagnostics
4.4%Portfolio Yield
14%Vacancy Rate
+8
Pro
Rental Portfolio Manager
Multi-property rental tracker that shows net yield per unit, vacancy cost, tenant arrears, and total portfolio cashflow in one sheet.
Portfolio Overview
Tenant Ledger
Maintenance Log
Execution Board
Deal Pipeline Yield Board
4.4% Portfolio Yield
14% Vacancy Rate
$88k Net Monthly
Deeper analytics + scenario intelligence