Tag Archives: Agent Assist

Setting Your Financial Real Estate Goals

Setting Your Financial Real Estate Goals

Here’s a tool I created back when I was in Title and Escrow. I’ve used this in the past to help Brokers and Agents with their financial goals. I called it Agent Assist because that’s exactly what it was created for, to assist them in reaching their income goals. Based on just a few simple questions, the AA spreadsheet will calculate exactly how many homes you need to sell to reach your desired income goal in Real Estate.

By entering the average sales price of the homes in your area, your commission and broker split, the number of weeks you want to take for vacation, the number of days and hours you’re willing to work, and lastly, your desired income goal, the program will automatically calculate how many contacts you’ll need to make, how many appointments it will take, and precisely how many homes you’ll need to close to reach your goal.

Check it out, I think you might like some of the features and tools that stemmed from the opinions and suggestions of other Brokers and REALTORS across the country. Below is what the “Goals Analysis” page looks like. It’s real easy to use, I know it works, and it might be a tool you can use too.

In addition to the Goals Analysis page, there are some others tools I added for tracking sales, monitoring marketing budget, tracking expenses and taxes, created a contact to lead conversion table, inventory and pipeline chart, buyers costs, sellers costs, rent vs own, a mortgage calculator with amortization table, etc. Here’s to you reaching your income goals no matter what means or tools you need to use to do it! Cheers.¬† ūüôā

BTW- This post was inspired by Broker Bryant and Carra Riley’s recent “Goal” posts.

Agent Assist – Realtor Software

Agent Assist

Sometime around 1998, I went to a business planning seminar for Realtors in San Francisco. The guest speaker and presenter was Mike Ferry.  Agents spent a lot of money to come see how to create an effective business plan and set their goals to be successful in Real Estate.  Over 350 agents attended this Goal Planning seminar.  Many bought books, videos, tapes, visual aids, cassettes and other stuff to help them with their Real Estate Business.

While¬†at this seminar,¬†I¬†had what I call a BFO! (Blinding Flash of the Obvious) I realized that every agent in that room and every agent here online all have one thing in common!¬† We ALL NEED TO MAKE MONEY! Some a little more, some a little less, so I started developing my own software application that would help Brokers and Agents determine their goals¬†based on specific desired incomes.¬† I know that we all want to make a million dollars, but this program is designed to help you make what you need to survive,¬†and then some.¬†It’s called Agent Assist.

It started as a planner, then I added income and expense tracking. It grew to include sellers and buyers net sheets, progress analysis, title and escrow fees, mortgage calculator, renters chart and more.  Now it has resource tracking, transaction tracking, charts and production graphs and a lot of tools to assist agents with their business.  Hence, the programs name Agent Assist.  I am now up to version 5.0.  This program has become what it is today primarily because I have listened to my clients and their needs.  It has a great, non-threatening look and feel driven by a basic flat file menu system.

Agent Assist 5.0 is The Premier Real Estate Program Designed and created to assist you with many important segments of your Business.  This is possibly one of the most practical applications and easiest to use programs in the Real Estate Industry.  I want you to check out the program and let me know what you think?  I will provide it to you for reading this post for just $29.99 and in exchange, I just want you to post your comments and feedback.  I want your opinion.

Agent Assist Main Menu

The software was written in excel so you will need to have Microsoft Excel installed on your PC. (Works on the Mac if you can run windows).¬† If you search www.google.com, just type Agent Assist 5.0 and you’ll find it.¬† You can also¬†get it from my¬†website, AGENTASSIST.¬† No gimics, no expirations, no ploys or spoofs.¬† This is just my way of giving back to my industry, my customers, and my fellow ActiveRain bloggers.

If you are interested in getting/purchasing a copy, post your comment and let me know.  If you already have a copy, please post your thoughts and comments.  Lastly, after trying the application, if there is something you would like to see me add or take away, please let me know.  I appreciate your comments and help.

Whether you are brand new in the business, or have 20 years experience, I know you’ll love this program.¬† By the Way…every penny earned from Agent Assist goes to feed starving Children in California…….MINE!!

Goal Setting – The 7 Steps to Success

 The whole point in setting your goals is so you can accomplish those things you really want in life.  Goal setting is so unbelievably powerful.  Goals must be specific, written down, and have a time frame.  Just making the commitment to put it in writing will help you get there.  Having good organization is a hard thing to do in this business because we are constantly interrupted.  You have to be able to multi-task. We all want to get to where our business is repeat and referral, but it will take good organization, consistency, and patience.

I believe that the great NFL Hall of Fame coach, Vince Lombardi, had it right when he said, “The quality of a persons life is in direct proportion to their commitment to excellence, regardless of their chosen field of endeavor.”¬† Do you agree with the coach or are you the type of person who has difficulty staying focused and keeping commitments?¬† Do you allow the negative influences of fear, anxiety, self-doubt and worry to dominate your thinking and sabotage your goals and results?

Sadly, most people fail to achieve their goals, not because they’re lazy or lack self-motivation, but because they were never “fully committed” to succeed!¬† Walt Disney would frequently tell those around him, “When you believe in something, believe in it all the way, implicitly and unquestionably!


The four reasons people don’t set goals:

  1. Fear
  2. Poor Self Image
  3. Never been sold completely
  4. They just don’t know how

The 7 steps in a successful goal formula:

  1. Identify the Goal
  2. List the benefits you’ll receive
  3. List the obstacles you have to overcome
  4. List the knowledge, skills and tools you’ll need
  5. Identify the people, groups and organizations you must work with
  6. Develop an Action-Plan
  7. Set a completion date

According to Zig Ziglar, there is danger in setting your goals because you might not reach them and if you don’t reach them, there is that little damage to your ego, to your self-image.¬† But, there is infinitely more danger in not setting your goals.¬† Here’s a great little goal setting application to help you set your goals for the fourth quarter this year.


It’s an excel spreadsheet designed to map out what it will take to achieve your goals in Real Estate. It’s very easy to use, easy to download, but you will need Microsoft Excel to run it.¬† Now more than ever, we need to redefine our goals, our challenges and our obstacles.¬† It’s easy to know where we are, but can we determine where we are going, simply by setting some goals?


Here’s the 8th step!  The Best Decision You'll Ever Make

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