Part of the Real Estate industry →
Real Estate Agent Business OS
Your commissions, clients, listings, and marketing spend in one workbook.
Digital download: a ZIP with the .xlsx workbook and the quick-start PDF. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there. Buy once, yours forever.
Where this fits
Level 2 of 3: Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Shown for the Real Estate stack. The levels are the same in every industry.
Run the operation
$69 to $149
What comes next: You are at Level 2 (Run the operation). The step up is Level 3 (Put AI to work): Transaction Agent Setup Kit: $149
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Dashboard14 read-only KPIs: YTD GCI, net to agent, units closed and pending, active pipeline value, active listings, average DOM, marketing spend and ROI, leads, lead-to-client %, open house leads, tax set-aside, and referral fees owed.
- Client CRMBuyers, sellers, sphere, and past clients with type, stage, and source dropdowns and lifetime value.
- Listing PipelineList dates, automatic DOM, original price, reductions, current price, showings, feedback, and offers. The active pipeline total updates itself.
- Open House TrackerStaging, ads, signage, and food costs per event, total cost, leads, cost per lead, and follow-ups. Open house ROI, finally measured.
- Marketing SpendSpend by channel and month: listing vs. brand, leads, closings, cost per lead, and cost per closing.
- Commission TrackerEvery deal: side, status, close date, sale price, gross rate, gross commission, your split, transaction fee, net to agent, 30% tax set-aside, and referral fees. Gross equals price times rate; net equals gross times split minus fee.
- Lead SourcesLeads, qualified, appointments, clients closed, and spend pulled from Marketing Spend: cost per lead and lead-to-client % ranked by source.
- Sphere & Referral ProgramLast touch, frequency, next due, days overdue, referrals given, and fees paid and owed. Overdue, Due Soon, or OK: the touches that generate referrals, scheduled.
- Business GrowthYear-over-year actuals plus the 2026 Goal row with % of Goal. Total expenses, net profit, and average commission per unit.
- Start HereThe in-workbook quick-start: 9 steps, 15-minute setup.
- Quick-start guide (PDF)The full 5-page setup guide with the sample agent (fictional) loaded, so every formula shows working before you enter a deal.
Who it’s for
Built for a specific desk.
- Solo real estate agents who run the business out of email and memory
- Agents who have been surprised by a tax bill and want the set-aside handled
- Anyone spending on marketing without knowing which channel actually closes
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Commission defaults (85% split, $450 transaction fee, 30% tax set-aside) are starting points you edit, never financial advice |
A note from Procedura. Published by Procedura. Built and structured around real agent business workflows. An organizational tracker, not legal, tax, or financial advice. Commission structures, tax set-asides, and referral fees vary by state and brokerage. Check your broker policies and local requirements.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Agents. This is the agent’s own business machine: the money they earn, the clients they keep, and the marketing they spend. Transaction coordination is a separate product.
Gross equals sale price times rate, net equals gross times your split minus the transaction fee, and the tax set-aside is net times 30%. Defaults (85% split, $450 fee, 30% set-aside) are starting points you edit.
No. It is an organizational tracker, not legal, tax, or financial advice. Commission structures, tax set-asides, and referral fees vary by state and brokerage. Check your broker policies and local requirements.
Yes. Built in Excel, fully compatible with Google Sheets. Dropdowns, formulas, and conditional formatting carry over.
Yes. Per-event costs, leads, cost per lead, and follow-ups, so you can see which open houses earn their food budget.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a professional practice. No spam, no funnels, no daily drip. Unsubscribe anytime.