Guides

Guides for agents and loan officers

Step by step advice for the presentations and tools you use every week.

• Listing Presentation Template for Real Estate Agents

  How to build a listing presentation that homeowners actually read: structure, what to include, what to leave out, and how to share it before the appointment.

• Buyer Presentation for Real Estate Agents: A Practical Guide

  What to put in a buyer consultation presentation, how to explain the process and financing clearly, and how to follow up after the first meeting.

• Open House Sign-In App with a QR Code: How to Set It Up

  Replace the paper sign-in sheet with a QR code guests scan on their phone. Setup steps, printing tips, privacy basics and how to follow up with leads.

• Loan Officer and Agent Partnership Marketing: A How-To

  How loan officers can build lasting referral relationships with agents by giving them useful marketing tools, and how to keep co-marketing simple and compliant.