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Agent operations, client service, professional development, and business planning.

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AnalysisHousing TechnologyOct 12, 20262 min read

eXp ShowGo Showing Fees and Access

Understand eXp ShowGo showing fees, who can access assignments, how open-house coverage differs, and which payment terms to confirm before accepting.

GuideAgents & BrokeragesOct 12, 20265 min read

North Carolina Repair Requests: Scope and Proof

Make North Carolina repair requests clearer: define the work, track what both parties accepted, and check completion evidence before closing.

TemplateAgents & BrokeragesOct 4, 20265 min read

Q4 Agent Time Audit for 2027

Use a Q4 agent time audit to separate client work from shared tasks, track rework and test workload assumptions before setting your 2027 caseload.

TemplateAgents & BrokeragesOct 1, 20265 min read

Q4 Agent Pipeline Aging: 90-Day Reset

Use this Q4 agent pipeline aging worksheet to separate client progress from follow-up activity and decide which conversations to act on, defer, or close.

ChecklistAgents & BrokeragesSep 30, 20265 min read

North Carolina Commission LLC: Payee Checklist

Before a North Carolina broker directs commission to an LLC, check the firm license, qualifying broker, BIC payment route and payee records.

TemplateAgents & BrokeragesSep 21, 20265 min read

Holiday Transaction Coverage Plan for Agents

Build a holiday transaction coverage plan with named backups, clear authority, client notices, secure file access, and a return handoff for agents.

Calculated ExplainerAgents & BrokeragesSep 16, 20264 min read

Referral Fee Before Commission Split: The Math

See how a referral fee before the commission split affects agent pay, why percentage order can yield the same result, and which agreements control.

TemplateAgents & BrokeragesSep 15, 20265 min read

Q4 Agent Subscription Audit: Renewal Register

Use a Q4 agent subscription audit to track renewal dates, cancellation deadlines, committed costs and the cash savings available from October through December.

AnalysisHousing TechnologySep 7, 20264 min read

FSBO PACT Beta: Check the Contract Handoff

The FSBO PACT contract handoff needs a clear owner. Verify the memorandum’s legal effect, signatures, state forms and unresolved terms.

ChecklistAgents & BrokeragesSep 6, 20265 min read

September Open House Safety Handoff Checklist

Use this open house safety handoff checklist to assign seller preparation, agent check-ins, missed-contact escalation and final access checks.

TemplateAgents & BrokeragesAug 21, 20265 min read

Real Estate Referral Conversion Rate Template

Use this real estate referral conversion rate template to track cohorts, late closings and repeat clients without confusing conversion with business share.

Calculated ExplainerAgents & BrokeragesAug 18, 20266 min read

Switching Brokerages: The Commission Cap Reset

Switching brokerages can trigger a commission cap reset. Compare two move dates, pending commissions and fees to estimate your transition-year cash.

TemplateAgents & BrokeragesAug 12, 20265 min read

Labor Day 2026 Closing Calendar for Agent Teams

Use this Labor Day 2026 closing calendar to plan September 4 and 8 purchases, verify disclosure receipt, and track funding, recording and keys.