Copy only what they told you. Set a stage and one next step with a date.
Agent board
Real Estate Agent Pipeline OS
A solo agent, or a small-team lead who still touches every lead, writes one next step and a date. If those two cells are empty, the card is not on the working board.
Lookbook · 6 plates
Not for
- Unlicensed lead generation, cold lists, or practice where you are not allowed to work.
- MLS scraping, IDX harvesting, auto-dialers, or a blast tool.
- A brokerage operating system, transaction-management software, or a multi-office CRM.
- A closing guarantee, a listing guarantee, a commission guarantee, a close rate, or a GCI number.
- A transaction-coordinator contingency clock, or a loan-officer pre-approval and rate-lock desk. Those titles are not included.
How it moves
No next step and no date means the lead is not on the working board.
Listing prep does not draft the agreement. That stays with the brokerage.
Close follow-through is a list. It is not a contingency clock.
What’s inside
The files
- Lead intake Fields they gave you. Protected-class lines stay off the page. There is no field for them.
- Stages Lead in, nurture, listing prep, close follow-through. An appointment is a dated next step, not a fifth product.
- Nurture A cadence you will keep by hand. You send every note.
- Listing prep The conversation before brokerage paper. Pricing and the listing agreement stay on that paper.
- Close follow-through A personal list of dates you were given. It does not replace the contract and it does not waive a term.
License, in short
What the files allow
You may use the pages you rewrote for leads you are already allowed to contact. You may not resell the pack, the worksheets, the scripts, or the SAMPLE. The notes are still not legal advice and still not a listing agreement. This purchase does not include the Transaction Coordinator Closing Desk or the Mortgage Loan Officer Pipeline OS. Intended refund, once a sale exists: fourteen days, purchase price back, license ends, copies deleted. Checkout terms control that sale.
Plain answers
Before you rely on the plate
What do I get?
A file kit: lead intake, stages, nurture, listing prep, close follow-through, worksheets, and scripts you rewrite and send. You do not get an MLS login, a dialer, or the brokerage forms.
Does this include the closing desk or the loan-officer pipeline?
No. The Transaction Coordinator Closing Desk is files already under contract. The Mortgage Loan Officer Pipeline OS is a lender desk. This plate is the agent’s board. Buying it does not buy those titles. The names are references only.
Is the fair-housing note a certification?
No. It is an educational boundary list. It is not training that certifies you, and it is not a compliance opinion.
Will this produce closings or GCI?
No. The pack does not promise a closing, a listing taken, a commission, a close rate, or GCI.
What are the two prices?
List $89. Launch $79. Both are locked catalog numbers.
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