General Questions
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The Agent’s Admin is a complete system of spreadsheets, email templates, forms, guides, and tools designed to help real estate agents, brokers, and transaction coordinators stay organized and run smoother transactions.
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This system is built for:
Real estate agents
Brokers & team leaders
Transaction coordinators
Whether you're new or experienced, it helps streamline your workflow.
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No. This is a one-time purchase—no monthly fees.
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You’ll receive an email immediately after purchase with a link to your portal where you can access your files in Google Drive. The Portal will also have helpful information and “how-to” guides.
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Yes. All files are fully editable. You can adjust wording, branding, and workflows to fit your business.
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Using the System
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Yes. Google Drive is required to access, copy, and use the files.
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Yes. Google Drive works on both desktop and mobile devices.
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You do, and it’s designed to be simple. Helpful guides and videos are also available.
Important Setup Questions
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Each email is already bookmarked—just copy and paste your links into the “Email Links” tab once.
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Yes. Once set up and published, form responses automatically populate into a spreadsheet for easy access and organization. You can edit them however you prefer.
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That depends on the package you purchase. Typically, a full setup takes only a few hours, and you'll have helpful instructions and videos to guide you.
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The Portal link that you receive has easy to follow instructions and video to assist your set up. You can always reach out to us via our “contact us” page.
Purchasing & Policies
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Due to the digital nature of this product, all sales are final.
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No. All materials are for your personal business use only and may not be resold or redistributed.
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If you start with TC and later want the agent-facing client layer, email us. We’ll handle it.