The New Real Estate Agent Starter Kit

Invest in a professional headshot, set up a businesslike email and business card, craft an agent bio, and build a presence on Facebook, LinkedIn, and Instagram for buyers and sellers.

Know your product by mastering communities, real estate, and contracts, and use market statistics such as list to sell price and average days on market to guide client conversations.

Build your sphere of influence with warm leads from family, friends, and social networks, while tracking them in an Excel log and using the provided client database and lead tracker.

Coordinate with other agents through timely communication, provide feedback within 24 hours, use agent remarks, overcommunicate, stay kind, and proofread names and addresses on all documents.

Explore the end-to-end home buying process for buyers and agents, from search and pre-approval to buyer agency, showings, offers, contingencies, and closing.

Learn how to conduct an initial buyer consultation, review consumer notice and buyer agency contract, explain agency types and fees, and gather motivation, activity, location, price, finance, and next steps.

Identify buyer types by need versus want and by property type, then tailor questions for residential, new construction, lot, land, and investment buyers during consultations.

Discover how to conduct effective buyer showings through homes and land by preparing data sheets and a scorecard, coordinating schedules, and guiding clients with expert insights.

Identify and assess the mechanicals and foundational elements of a home, including roof, windows, siding, hvac, water and sewer configurations, hot water heaters, landscaping, and driveways, to guide buyer clients.

Prepare and submit buyer offers by compiling pre-approval or proof of funds, deposit terms, and a signed agreement of sale, then present to the listing agent with a summary email.

Master the five-step process to listing a home, from meeting the seller to contract. Prepare for MLS, craft a listing presentation, and actively manage the listing through under contract.

Master an initial seller meeting to collect name and contact details, learn the seller's timeline and motivation, qualify the lead, assess if they're interviewing others, and plan next steps.

Master the listing appointment by covering goals, preparation, seller documents, a home tour, CMA pricing, listing contract, commission, staging, photography, and MLS-ready marketing.

Explore Canva's listing presentation templates to quickly create or revamp a listing deck, with prompts guiding content, then customize colors, add your headshot and brokerage details, and download for reuse.

Learn to price with a CMA by selecting 3–5 MLS comparables, calculating finished above-grade price per square foot, and forming a defendable price range with natural appreciation.

Compile and submit all required listing documents, seller disclosures, MLS data, and professional photos, then set showing instructions and seller communications to prepare an active MLS listing.

Learn how to manage an active listing through proactive seller communication and essential maintenance, including regular updates, showing prep guidance, feedback follow-ups, and season-appropriate home upkeep.

Discover internal and external strategies to market a live listing, including agent outreach, MLS submissions, social platforms like Facebook and Nextdoor, open houses, postcards, flyers, and Canva templates.

Learn to create professional real estate marketing materials with Canva templates, using a free account to customize colors and branding for listings, posts, flyers, and postcards.

Receive, present, and accept offers with clear communication, timelines, and key term highlights. Use a multiple offer worksheet and email templates to simplify contingencies, dates, and notifying buyer agents.

Explore the transaction timeline from sale pending to closed, assigning buyer and seller agent responsibilities for deposits, mortgage applications, inspections, negotiations, resale certificate, utilities, final walkthroughs, and closing.

Explain the buyer consultation basics, including consumer notice and buyer agency contract, and guide how to gather motivation, activity, location, price, finance, and next steps to represent a buyer effectively.

Learn to manage buyer transaction communication from sale pending to closing, including sending key emails to buyers and listing agents, scheduling inspections, confirming mortgage steps, and closing details.

Explore the seller transaction from sale pending to closing, detailing agent duties, sending executed documents, coordinating inspections, and meeting deadlines, and seller responsibilities such as signing, repairs, and utility transfers.

Learn seller transaction communication from sale pending to closing, using emails to the seller and buyer agent to share mortgage application status, mortgage commitment, and closing disclosure.

Track every transaction from sale pending to close using calendars, checklists, and reminders. Learn a Trello-based method in the upcoming Tracking Transactions course with templates and tools to stay ahead.

Communicate with buyer and seller leads, active clients, pending, and past clients using a CRM. Incorporate drip campaigns, touches, and listing alerts to stay top of mind and nurture relationships.