Activity Type - Account, Contact, or Transaction

  • Inbound Phone Call

  • Outbound Phone Call

  • Email

  • Text

  • Note

  • Appointment/Meeting


Account Details

  • Birthday

  • Board Affiliation (dropdown if multiple)

  • Board Membership number

  • Drivers License Number

  • Emergency Contact Name

  • Emergency Contact Phone Number

  • Emergency Contact Relationship

  • Full-time or Part-time

  • Home Address

  • Languages Spoken

  • Make, Model, and Color of Vehicle

  • MLS ID Number

  • Real Estate License Number

  • Real Estate License Expiration Date

  • Agent Website

  • Referring Agent

  • Specialty areas

  • Certifications

  • States Licensed


Account Files 

  • W-9

  • Independent Contractor Agreement

  • Commission Agreement

  • Policy & Procedures Manual

  • Marketing Form 

  • Team Agreement

  • Credit Card Authorization Form

  • Direct Deposit / ACH Form

  • Copy of Voided Check for Direct Deposit

  • Copy of Drivers License

  • Copy of Real Estate License

  • Copy of Auto Insurance Certificate
  • Miscellaneous

  • Headshot



Action Plan Tasks - Contact or Transaction

  • Call

  • Contact

  • Email

  • Mail

  • Research

  • Text


Bank Accounts

  • Brokerage Bank Account

  • Escrow Agent

  • Title/Closing Company

  • Attorney


Commission Line Item

  • Errors & Omissions

  • Franchise Fee

  • Marketing Fee

  • Transaction Coordinator Fee

  • Transaction Fee


Compliance Review Fail Item

  • Missing Signature(s)

  • Missing Initial(s)


Contact Details

  • Approved Mortgage $

  • Birthday

  • Children

  • House Anniversary

  • Pets

  • Point of Contact

  • Referred by

  • Significant Other


Contact Tags

  • Annual
  • Financing Loan Commitment
  • Pre-approved
  • Pre-qualified
  • Sphere
  • Neighbor
  • Investor
  • Seasonal



Expense Type

  • Meals/Entertainment

  • Gas & Tolls

  • Gift Card

  • Housewarming gift

  • Professional Photos

  • Marketing: Postcards/Flyers

  • Staging    


Property Type

  • Apartment 

  • Commercial

  • Condo

  • Co-Op

  • House

  • Land

  • New Construction

  • Shopping Plaza

  • Townhome/Villa


Transaction Type

  • Commercial Lease

  • Commercial Sale

  • Condo/Co-Op

  • High Rise

  • Residential Sale Listing

  • Residential Rental Listing

  • Land

  • New Construction


Vendor Details

  • Additional Contact Person

  • Additional Contact Phone Number

  • Area serviced

  • Business License Number

  • Real Estate License Number

  • Company Website

  • Miscellaneous

  • Referred by

  • Specialties

  • EIN #


Vendor Files

  • Business License

  • Business Insurance

  • Corporate Docs

  • Miscellaneous

  • W-9