The Library
Consulting-grade instruments for any market.
Plans, models and operating systems for real estate agents, teams and brokerages. Download instantly; works in Google Sheets and Excel.
Instruments
The business plan, reverse-engineered.
Agent Business Plan & GCI Model — 2027 Edition
Start from the income the year must pay you. The model works back through tax, expenses, split, cap and fees to the closings, appointments and weekly conversations it takes.
- Google Sheets
- Excel
- 14-page workbook
Every deal, every dollar.
Commission & GCI Tracker
One log for every closing: split, cap, royalty, referral and transaction fees, net to you and a tax set-aside. Year to date against plan, and your pending pipeline.
- Google Sheets
- Excel
- Guide
Your market, in numbers.
Market Report Kit — for any market
Enter your own monthly MLS figures for any city, county or ZIP. Get months of inventory, absorption, sale-to-list and year-over-year change, plus a one-page client report.
- Google Sheets
- Excel
- Client report
- Guide
Every comp plan, modelled first.
Team Recruiting & Compensation Plan Modeler
See what each person on the team takes home, what the team keeps after the brokerage and lead costs, and where a cap or a salary turns a hire into a cost. Then work back to the recruiting it takes.
- Google Sheets
- Excel
- 8-page guide
Every file, every deadline.
Transaction Management Operating System
A pipeline that dates each contract period from the binding date and flags what is due this week, and a 32-step checklist that walks each file from executed contract to the 30-day check-in.
- Google Sheets
- Excel
- 8-page guide
Run the numbers before the offer.
Investor Deal Analyzer — rental + flip
Three rentals side by side with cash flow, cap rate, cash-on-cash and DSCR; a ten-year projection; and a flip analyzer that solves the maximum offer for the profit you require.
- Google Sheets
- Excel
- 8-page guide
All six instruments, one business.
Plan the year, track every commission, report on your market, staff a team, run every file and analyse an investment. $164 bought separately.
- 6 spreadsheets
- 6 guides
- Instant download
All three instruments, one plan.
The plan sets the target, the tracker logs the year against it, and the market kit explains the market you are working in. $72 bought separately.
- 3 spreadsheets
- 3 guides
- Instant download
Instruments are planning and analysis tools. They are not legal, tax, accounting, financial or appraisal advice, and they do not promise or imply any income or result. Example figures are illustrations, not benchmarks.