Description
The Real Estate Pro Toolkit is a comprehensive, ready-to-use Excel system built for real estate agents, brokers, and property teams who want to run their operations with clarity and control. It combines property management, client tracking, deal monitoring, commission calculation, marketing costs, and performance dashboards into one powerful, automated workbook.
Designed for real-world real estate workflow, this toolkit helps you track listings, manage clients, monitor negotiations, schedule viewings, calculate ROI and mortgage affordability, log expenses, and manage referral partners — all with built-in formulas, dropdowns, and visual dashboards.
No complex software required — open in Excel and start working immediately.
Includes:
Property & client database
Deal & commission tracker
Tasks and follow-up manager
Expense & marketing cost tracker
Offer & negotiation log
Property inspection checklist
Campaign tracker
Viewing / open house scheduler
ROI per property calculator
Mortgage affordability calculator
Referral partner tracker
Interactive dashboard + charts
Step-by-step user guide
Perfect for independent agents, growing brokerages, and real estate startups who want a professional, plug-and-play operational system.
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