Daily Success Tracker
Track your daily production goals and lead activity.
Daily ChecklistsGoogle SheetRequired
#daily#goals#tracking
Alexandra ReidUpdated 2026-06-28
Open DocumentListing Intake Checklist
Every item needed before going live on MLS.
Transaction ToolsGoogle DocRequired
#listing#mls#intake
Alexandra ReidUpdated 2026-06-15
Open DocumentSeller Disclosure Package (CA)
Standard California seller disclosures — reference PDF.
Seller ResourcesPDFRequired
#disclosure#california#seller
Marcus ChenUpdated 2026-05-22
Open DocumentBuyer Consultation Script
Talk track for first-time buyer meetings.
Buyer ResourcesGoogle Doc
#buyer#script#consultation
Sofia PatelUpdated 2026-04-10
Open DocumentOpen House Sign-in Form
Google Form for capturing open house leads.
Lead SourcesGoogle Form
#open house#leads#form
Sofia PatelUpdated 2026-06-02
Open DocumentMarketing Style Guide
Brand fonts, colors, and templates.
Brand AssetsGoogle Slides
#brand#marketing#style
Alexandra ReidUpdated 2026-03-18
Open DocumentNew Agent Onboarding — Video
Recorded walkthrough of platform basics.
TrainingLoomRequired
#training#onboarding#video
Marcus ChenUpdated 2026-02-01
Open DocumentState Licensing Lookup
External DRE license verification portal.
Brokerage ResourcesWebsite
#license#compliance#external
Alexandra ReidUpdated 2026-01-05
Open Document