11 Crm · Broker
Broker Starter Toolkit
A basic broker CRM: leads, inventory and follow-ups.
Overview
Most brokers lose deals to forgetting, not to competition. A lead that was warm on Tuesday goes cold by the following Monday because nothing prompted the call.
This toolkit is the smallest CRM that fixes that. A lead register with requirement, budget and source; an inventory list of what you are representing and its availability; and a follow-up discipline where every open lead carries a next action and a date.
It runs the broker console on this site, so you can work from the workbook or the dashboard.
What you end up with: No lead without a next action, and no property without a current status.
Who it is for
- Individual brokers working on their own who are currently running on a phone and a notebook.
Features
Everything this resource tracks, grouped the way it is laid out.
Leads
- Lead register Name, contact, source and date captured.
- Requirement Property type, configuration, locality and intent.
- Budget band Budget range, so matching is realistic from the start.
- Timeline How soon they need to move, which drives priority.
- Lead stage Where each lead sits, from new through to closed.
Inventory
- Property inventory What you are representing, with the owner's details.
- Availability status Available, on hold, under offer or closed.
- Pricing Asking price and the position the owner will actually accept.
- Last verified When you last confirmed the property is still available.
Follow-up
- Next action The next thing to do for every open lead.
- Next action date When it is due, so today's list is obvious.
- Contact history When you last spoke and what came of it.
- Overdue view Leads whose next action has passed.
Included resources
Files delivered with this product.
- Xlsx Lead Register Leads with requirement, budget, source and stage.
- Xlsx Inventory List Properties represented, with availability and pricing.
- Xlsx Follow-up Tracker Next actions, dates and contact history.
- Pdf Daily broker routine A fifteen-minute daily rhythm that keeps the pipeline current.
Questions about this product
A workflow and record-keeping toolkit for brokers. It does not provide brokerage services, regulated advice or any form of licensing.
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