Real Estate Agent Business Kit

Run your real estate business from one organized kit: leads, pipeline, commissions, and client-ready printables.

Leads in your phone, deals on sticky notes, and commission math in your head make it hard to know where your year stands. This kit gives you a simple system to track every lead, see your pipeline, measure progress toward your GCI goal, and hand clients polished guides and checklists.

What's inside

• Lead & Client CRM (XLSX): dropdowns for lead type, source, and pipeline stage; estimated and probability-weighted commission; and automatic FOLLOW UP and STALE flags so nobody slips through the cracks.
• Pipeline summary: lead counts, volume, and weighted GCI for each stage, with a chart.
• Commission & Income Tracker: sale price, commission %, referral fees, brokerage split, and transaction fees, giving your gross commission and net income for each closed deal.
• GCI Goal Tracker: set your annual goal and see GCI to date, percent of goal, deals still needed, and a cumulative-GCI vs. goal-pace chart.
• Buyer Guide and Seller Guide: step-by-step, client-friendly guides with timelines and checklists. Add your name, brokerage, and contact details.
• Open House Sign-In Sheet: print-ready, with a voluntary-sign-in note and an Equal Housing Opportunity line.
• Listing Checklist and Closing Checklist: from listing appointment to go-live, and from accepted offer to keys.

Written with Fair Housing in mind

• Guides and checklists describe properties and processes, not the people who should live there.
• The CRM records only what you need to serve a client, such as contact details, timeline, budget, and property needs, and includes a reminder not to record protected-class information.
• Each document includes a Fair Housing statement and a clear disclaimer.

Easy to customize: every printable comes as a print-ready PDF and an editable DOCX for Word or Google Docs. The spreadsheet uses yellow input cells, labeled example rows with fictional names, frozen headers, dropdowns, and print-ready layouts.

Who it's for: new and experienced real estate agents, solo agents, and small teams who want a lightweight system without paying for a full CRM subscription.

Format: Instant digital download (ZIP) with one XLSX tracker (Excel, Google Sheets, or LibreOffice), 5 printable documents in both PDF and DOCX, and a Read Me First guide. This is a digital product; nothing will be shipped.

Please note: this kit is a general business resource, not legal advice. It does not replace your state's required forms and disclosures or your brokerage's policies. Have your broker review documents before using them with clients. Commission rates are negotiable, and the sample figures are placeholders.