Template Library

The exact templates and systems ATFS members use to run their businesses: seller templates, listing checklists, SOPs, CRM prompts, a 30-day content planner, AI prompts, and income calculators. Download them today.

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New here? Start with these five templates, then explore all 55 downloads.

Seller Template
Listing Checklist
30-Day Real Estate Content Planner
30 AI Prompts to Speak to Your Ideal Client
2026 Income Goal Calculator

Course curriculum

1. Seller Template
2. Seller Template (Update)
1. LISTING CHECKLIST
1. Buyer Checklist
1. OPERATIONS & SOP MASTERY FOR REAL ESTATE AGENTS
1. DIGITAL PRESENCE AUDIT CHECKLIST
1. 30-DAY REAL ESTATE CONTENT PLANNER
1. PIPELINE MANAGEMENT
1. CRM REACTIVATION CAMPAIGN PROMPT
1. CRM ORGANIZATION & SETUP
1. POSITIONING & PERSONA
1. LISTING DESCRIPTION BUILDER
1. DAILY PROSPECTING TRACKER
1. 2026 PRODUCTION BREAKDOWN
1. 2026 INCOME GOAL CALCULATOR
1. CLIENT ONBOARDING SOP
1. AUTOMATION AUDIT CHECKLIST
1. WORKLOAD REDUCTION
1. QUARTERLY FINANCIAL REVIEW
1. NICHE POSITIONING & MESSAGING WORKSHEET
1. LEAD FUNNEL BUILDER WORKSHEET
1. LISTING MANAGEMENT WORKFLOW
1. TAX PLANNING & PREPARATION CHECKLIST
1. VISIBILITY & COMMUNITY PRESENCE STRATEGY
1. AI FOR REAL ESTATE AGENTS
1. OPEN HOUSE SYSTEM WORKSHEET
1. WEEKLY REAL ESTATE KPI TRACKER
1. TIME-BLOCKING & PRODUCTIVITY PLANNER
1. CLIENT AVATAR DEEP DIVE WORKSHEET
1. BUYER & SELLER CONSULTATION SCRIPT BUILDER
1. PROFIT FORMULA & INCOME TRACKING
1. ANNUAL REAL ESTATE BUSINESS BUDGET
1. THE SALES MACHINE & PIPELINE MODEL
1. 2026 REAL ESTATE BUSINESS PLAN & GCIUNIT CALCULATOR
1. FINANCIAL STRUCTURE & BUDGET PLANNING FOR REAL ESTATE AGENTS
1. 30 AI PROMPTS TO SPEAK TO YOUR IDEAL CLIENT
1. AI CONTENT CREATION PROMPT PACK WORKSHEET
1. LISTING LEAD GENERATION MAP
1. TEMPLATES INCLUDED IN LISTINGS THAT LEAD TO CLOSINGS
1. MARKETING THE RIGHT WAY WORKBOOK
1. HOW TOP PRODUCERS, TEAM LEADERS & BROKER OWNERS REDUCE OVERHEAD AND SCALE PROFITABLY
1. OUTLINE
1. COMPENSATION AGREEMENT
1. OPERATIONS & SALES COMPENSATION AGREEMENT
1. A GCI BASED ALLOCATION FRAMEWORK FOR AGENTS, TEAM LEADERS & BROKER OWNERS
1. THE ATFS AGENT ANALYSIS USING DATA TO LEAD WITH CONFIDENCE
1. 2026 REAL ESTATE INCOME GOAL & PRODUCTION BLUEPRINT
1. REAL ESTATE MARKETING STRATEGY PROMPT
1. 2026 BUSINESS VISION CLARITY WORKSHEET
1. AUTHORITY BUILDING CONTENT FRAMEWORK WORKSHEET
1. TRANSACTION WORKFLOW SOP
1. REAL ESTATE AGENT BUSINESS PLAN PROMPT TEMPLATE
1. SUPPORT TEAM STRUCTURE
1. RELATIONSHIP MARKETING & REFERRAL STRATEGY
1. REAL ESTATE CONVERSION MATH

About this course

Free
55 lessons
0 hours of video content

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SELLER TEMPLATE

LISTING CHECKLIST

BUYER CHECKLIST

OPERATIONS & SOP MASTERY FOR REAL ESTATE AGENTS

DIGITAL PRESENCE AUDIT CHECKLIST

30-DAY REAL ESTATE CONTENT PLANNER

PIPELINE MANAGEMENT

CRM REACTIVATION CAMPAIGN PROMPT

CRM ORGANIZATION & SETUP

POSITIONING & PERSONA

LISTING DESCRIPTION BUILDER

DAILY PROSPECTING TRACKER

2026 PRODUCTION BREAKDOWN

2026 INCOME GOAL CALCULATOR

CLIENT ONBOARDING SOP

AUTOMATION AUDIT CHECKLIST

WORKLOAD REDUCTION

QUARTERLY FINANCIAL REVIEW

NICHE POSITIONING & MESSAGING WORKSHEET

LEAD FUNNEL BUILDER WORKSHEET

LISTING MANAGEMENT WORKFLOW

TAX PLANNING & PREPARATION CHECKLIST

VISIBILITY & COMMUNITY PRESENCE STRATEGY

AI FOR REAL ESTATE AGENTS

OPEN HOUSE SYSTEM WORKSHEET

WEEKLY REAL ESTATE KPI TRACKER

TIME-BLOCKING & PRODUCTIVITY PLANNER

CLIENT AVATAR DEEP DIVE WORKSHEET

BUYER & SELLER CONSULTATION SCRIPT BUILDER

PROFIT FORMULA & INCOME TRACKING

ANNUAL REAL ESTATE BUSINESS BUDGET

THE SALES MACHINE & PIPELINE MODEL

2026 REAL ESTATE BUSINESS PLAN & GCIUNIT CALCULATOR

FINANCIAL STRUCTURE & BUDGET PLANNING FOR REAL ESTATE AGENTS

30 AI PROMPTS TO SPEAK TO YOUR IDEAL CLIENT

AI CONTENT CREATION PROMPT PACK WORKSHEET

LISTING LEAD GENERATION MAP

TEMPLATES INCLUDED IN LISTINGS THAT LEAD TO CLOSINGS

MARKETING THE RIGHT WAY WORKBOOK

HOW TOP PRODUCERS, TEAM LEADERS & BROKER OWNERS REDUCE OVERHEAD AND SCALE PROFITABLY

OUTLINE

COMPENSATION AGREEMENT

OPERATIONS & SALES COMPENSATION AGREEMENT

A GCI BASED ALLOCATION FRAMEWORK FOR AGENTS, TEAM LEADERS & BROKER OWNERS

THE ATFS AGENT ANALYSIS USING DATA TO LEAD WITH CONFIDENCE

2026 REAL ESTATE INCOME GOAL & PRODUCTION BLUEPRINT

REAL ESTATE MARKETING STRATEGY PROMPT

2026 BUSINESS VISION CLARITY WORKSHEET

AUTHORITY BUILDING CONTENT FRAMEWORK WORKSHEET

TRANSACTION WORKFLOW SOP

REAL ESTATE AGENT BUSINESS PLAN PROMPT TEMPLATE

SUPPORT TEAM STRUCTURE

RELATIONSHIP MARKETING & REFERRAL STRATEGY

REAL ESTATE CONVERSION MATH

About this course