Free Tools
Action Plan
The Action Plan is a structured tool designed for 1 on 1 coaching with your agents, employees, and coaches. Use this tool for maximum accountability.
Flash Report
The Flash Report is used to track KPI's in your business. Use it to track monthly contacts, closings, and other key metrics that drive your business.
$50M Net Worth Plan
Without a plan, you'll never Be Wealthy. Use this outline to create your own plan of a $50M net worth. With the right plan, anything is possible.
1-3-5 Outline
The 1-3-5 is the simplest way to create a business plan. Concise and to the point. 1 Goal (this should be profit), 3 priorities, and 5 strategies to accomplish it.
Property ROI Tool
The best way to increase rental profitability is to stay on top of it. Using the rental tracker, keep track of every address in one doc. Review quarterly and always top grade the under performing assets.
Tax Liability Assessment
This checklist streamlines the complex task of evaluating tax responsibilities related to your business. Evaluate what you are doing, what you are missing out on, and where you need more knowledge.
