Guides for agents
Practical, no-fluff advice on follow-up, referrals and staying organized.
Real estate follow-up text templates that get replies
Copy-ready real estate follow-up text messages for new leads, past clients, birthdays, home anniversaries, open houses and cold contacts, plus tips for sounding human.
How often should you follow up with real estate leads?
A practical follow-up schedule for new leads, active clients, past clients and your sphere of influence, with simple rules that keep you consistent without being annoying.
The agent’s guide to a sphere of influence
What a real estate sphere of influence is, how to build your list, how to organize it into groups and how to stay in touch in a way that earns referrals.
Real estate pop-by ideas that people remember
Simple, affordable real estate pop-by gift ideas for every season, plus how to plan visits, what to say at the door and how to keep track of who you have seen.
How to ask for referrals without feeling pushy
Scripts and a simple process for asking past clients and your sphere for real estate referrals, plus how to thank referrers and keep track of every referral.
How to choose a real estate CRM
What to look for in a real estate CRM, which features matter for solo agents, what to ignore, and questions to ask before you commit to a subscription.
The contract-to-close timeline, step by step
A plain-English overview of the typical steps between an accepted offer and closing: earnest money, inspection, appraisal, financing, title, final walkthrough and closing.
Buyer representation agreements for agents
What a buyer representation agreement is, why written agreements matter after the NAR settlement changes, what to cover with buyers and how to track terms and expirations.
Past client follow-up ideas that earn referrals
Simple, repeatable past client follow-up ideas for real estate agents: home anniversaries, market updates, birthdays, pop-bys, handwritten notes and annual reviews.
Fair Housing and your messages: a practical guide
A practical overview of Fair Housing considerations for real estate agents’ texts, emails and AI-written messages: protected classes, steering, and safer ways to talk about homes.
A daily routine for consistent follow-up
A realistic daily routine for solo real estate agents: a focused follow-up hour, voice notes after calls, deadline checks and an evening review that keeps your pipeline moving.