Agent Tools

Agent Tools

Practical templates, scripts, checklists, and working helpers for day-to-day agent workflows.

Daily working hub

Start with the task in front of you.

Estimate, prepare, write, coordinate, or print a clean client-ready worksheet. These tools support professional workflows and do not provide legal, tax, lending, title, contractor, or brokerage advice.

Most Used Tools

Open the helpers agents reach for during everyday client work.

Available now

Seller Net Sheet

Estimate likely seller proceeds for planning conversations before numbers are verified by the appropriate professionals.

Estimate seller proceeds
Available now

Repair Scope / Cost Estimator

Build a rough repair budget from editable scope items for buyer analysis, listing prep, or investor review.

Estimate repair budget
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Commission / Split Calculator

Model commission splits, referral fees, transaction fees, and entered deductions for a clear private estimate.

Calculate commission split
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Buyer Consultation Prep Tool

Organize buyer questions, expectations, and next-step notes before a consultation or follow-up.

Prepare buyer consultation

Calculators & Deal Math

Estimate, compare, and organize deal numbers.

Available now

Commission / Split Calculator

Estimate commission, brokerage split, referral fees, team/program deductions, transaction fees, franchise fees, and other entered costs.

Calculate commission split
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Seller Net Sheet

Estimate seller proceeds by organizing payoff, commission, concessions, prorations, repairs, and closing costs.

Estimate seller proceeds
Available now

Buyer/Seller Closing Cost Worksheet

Organize user-entered buyer-side or seller-side closing cost estimates for planning conversations.

Estimate closing costs
Available now

Investment Buyer Calculator

Estimate purchase, repair, holding, resale, ARV, profit, ROI, and maximum offer scenarios.

Analyze investment scenario
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Repair Scope / Cost Estimator

Create a rough editable repair scope and cost estimate for buyer analysis, seller preparation, listing prep, flips, or rental turns.

Estimate repair budget

Scripts & Communication

Draft clearer messages before sending.

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Lead Follow-Up Script Builder

Draft practical follow-up language for new, stalled, and reactivated lead conversations.

Build follow-up script
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Meeting Link Helper

Prepare a reusable meeting link message for mentors, mentees, collaborators, clients, or vendors.

Format meeting message

Checklists & Prep

Prepare appointments, conversations, and next steps.

Available now

Listing Prep Checklist

Organize listing-readiness tasks before photos, launch, showings, and seller updates.

Prepare listing checklist
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Buyer Consultation Prep Tool

Prepare discovery questions, expectation-setting notes, and next-step reminders for buyer meetings.

Prepare buyer consultation
Available now

Mentor/Mentee Alignment Profile

Compare working preferences before starting a mentoring relationship.

Compare mentor fit

Collaboration & Referral

Structure direct agent-to-agent help.

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Referral Agreement Builder

Organize referral parties, payment triggers, client communication, and written terms to review.

Build referral terms
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Showing Coverage Request Builder

Prepare coverage details, timing, property access notes, compensation, and follow-up expectations.

Create showing request
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Open House Partner Checklist

Coordinate staffing, property preparation, lead handling, signage, safety, and follow-up responsibilities.

Plan open house coverage
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Agent Collaboration Agreement Helper

Outline roles, handoffs, documentation, compensation, communication, and client-facing responsibilities.

Outline collaboration terms

Vendor / Service Provider

Ask better questions before hiring or referring work.

Available now

Vendor Question Checklist

Prepare questions about scope, access, insurance, timing, pricing, communication, and issue handling.

Prepare vendor questions

AI & Tech Resources

Understand useful technology boundaries.

Guide

AI Tools for Real Estate Professionals

Compare practical drafting, research, workflow, and compliance boundaries for common AI and professional research tools.

Review AI boundaries