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TRELLO TEMPLATE FOR REAL ESTATE AGENTS
Managing your business has never been easier.
$97
BONUS OFFER
$70
CLIENT TEMPLATES + BUYER / SELLER CHECKLIST

Struggling with managing your clients processes and what to say and do, when and where? Streamline your client communication with these done for you email templates and buyer and seller inquiry to close checklist. 

What you’ll get: 

  • Buyer and Seller Inquiry to Close Process Checklist that gives you step by step guidelines to manage each client from inquiry through closing. Included is our certified offboarding checklist that will keep you top of mind for years to come!
  • 50+ client communication templates that guide the way you communicate with your buyer and seller clients from start to finish. 
$70
Subtotal
$97
Product discount
- $0
Upsell discount
- $0
Discount code
-
You saved $0
Total
$97
Contact information
Payment details
BONUS OFFER
$70
CLIENT TEMPLATES + BUYER / SELLER CHECKLIST

Struggling with managing your clients processes and what to say and do, when and where? Streamline your client communication with these done for you email templates and buyer and seller inquiry to close checklist. 

What you’ll get: 

  • Buyer and Seller Inquiry to Close Process Checklist that gives you step by step guidelines to manage each client from inquiry through closing. Included is our certified offboarding checklist that will keep you top of mind for years to come!
  • 50+ client communication templates that guide the way you communicate with your buyer and seller clients from start to finish. 
$70
100% secure payments by Stripe
Your order summary
TRELLO TEMPLATE FOR REAL ESTATE AGENTS
Managing your business has never been easier.
$97
BONUS OFFER
$70
CLIENT TEMPLATES + BUYER / SELLER CHECKLIST

Struggling with managing your clients processes and what to say and do, when and where? Streamline your client communication with these done for you email templates and buyer and seller inquiry to close checklist. 

What you’ll get: 

  • Buyer and Seller Inquiry to Close Process Checklist that gives you step by step guidelines to manage each client from inquiry through closing. Included is our certified offboarding checklist that will keep you top of mind for years to come!
  • 50+ client communication templates that guide the way you communicate with your buyer and seller clients from start to finish. 
$70
Subtotal
$97
Product discount
- $0
Upsell discount
- $0
Discount code
-
You saved $0
Total
$97
BONUS OFFER
$70
CLIENT TEMPLATES + BUYER / SELLER CHECKLIST

Struggling with managing your clients processes and what to say and do, when and where? Streamline your client communication with these done for you email templates and buyer and seller inquiry to close checklist. 

What you’ll get: 

  • Buyer and Seller Inquiry to Close Process Checklist that gives you step by step guidelines to manage each client from inquiry through closing. Included is our certified offboarding checklist that will keep you top of mind for years to come!
  • 50+ client communication templates that guide the way you communicate with your buyer and seller clients from start to finish. 
$70
Your order summary
TRELLO TEMPLATE FOR REAL ESTATE AGENTS
Managing your business has never been easier.
$97
BONUS OFFER
$70
CLIENT TEMPLATES + BUYER / SELLER CHECKLIST

Struggling with managing your clients processes and what to say and do, when and where? Streamline your client communication with these done for you email templates and buyer and seller inquiry to close checklist. 

What you’ll get: 

  • Buyer and Seller Inquiry to Close Process Checklist that gives you step by step guidelines to manage each client from inquiry through closing. Included is our certified offboarding checklist that will keep you top of mind for years to come!
  • 50+ client communication templates that guide the way you communicate with your buyer and seller clients from start to finish. 
$70
Subtotal
$97
Product discount
- $0
Upsell discount
- $0
Discount code
-
You saved $0
Total
$97
Terms & Conditions

Terms & Conditions – 1:1 Systems Session

By booking a 1:1 Systems Session with The Agent Factory, you agree to the following terms:

1. Payment

The full session fee is $1,500.

Payment is due in full to secure your session. A payment plan option is available upon request, with the first installment due at booking.

All payments are non-refundable, but may be applied as a credit toward a future session if rescheduled with adequate notice.

2. Scheduling & Rescheduling

The session is a 6-hour intensive, delivered in one day (virtual or in-person as agreed).

You may reschedule your session once with at least 3 days’ notice.

Rescheduling requests made less than 7 days before the session may be subject to a rescheduling fee of $150.

3. Cancellations & Refunds

Due to the limited availability, no refunds are issued once your session is booked.

If you cannot attend, you may transfer your spot to a later date or apply your payment as a credit toward another service within 6 months.

4. Deliverables

All sessions include access to The Agent Factory’s proprietary templates, including Trello boards, Flodesk automation workflows, 50+ client email templates, and Canva design templates.

Templates and resources are for personal business use only and may not be resold, distributed, or shared outside of your business.

5. Client Commitment

Your results depend on your participation and implementation of the systems provided. The Agent Factory is not responsible for outcomes if agreed strategies and tools are not implemented.

You agree to show up prepared, on time, and ready to work through the session.

6. Confidentiality

Any information you share about your business, processes, or clients will remain strictly confidential.

Similarly, you agree not to share or disclose The Agent Factory’s internal processes, frameworks, or intellectual property outside of your business.

7. Intellectual Property

All strategies, processes, and templates provided remain the intellectual property of The Agent Factory. You are granted a non-transferable license to use them within your own business.

8. Disclaimers

The session is designed to improve backend systems, workflows, and automations. It does not constitute legal, financial, or tax advice.

The Agent Factory makes no guarantees of specific financial outcomes or results.