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I help real estate agents organize their business with processes and systems so they can make more money in less time.

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Real Estate Sales Tracker | Transaction Management | Real Estate Agent Planner | Google Sheets Template

Real Estate CRM | Buyer & Seller Lead Pipeline Tracker | Real Estate Agent Spreadsheet | Lead Follow Up Template | Google Sheets Spreadsheet

Transaction Coordinator Contract Tracker | Transaction Management | Real Estate Agent Client Spreadsheet | Google Sheets Template

$9.50

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Recent Articles

Peggy Yee October 25, 2022

The Ultimate List of Real Estate Pop Bys

Pop By Ideas Here's your ultimate list of Pop By ideas by category to give you ideas on pop bys! Be sure to check back as we add more ideas to this list.Pop Bys by SeasonSpring (seeds): I will spring into action for your referralsSummer (ice cream s...

Real estate agent working on her business plan

Peggy Yee October 08, 2022

[FREE TRAINING] Your 2023 Real Estate Business Plan Template

I can't believe we are in the last quarter of 2022! While good agents have their eyes set on finishing out the year strong, great agents are already setting their 2023 goals. One of my previous real estate coaches once told me "Championships are plan...

VitalSheets Subscription - Agent Edition

The Essential Guide to Real Estate Pop Bys

Free

Real Estate Pop By Calculator | Agent Marketing & Lead Generation Budget Template | Google Sheets Spreadsheet

$5.50

Real Estate Lead Tracker | Real Estate Agent Lead Generation Spreadsheet | Buyer & Seller Funnel Template | Google Sheets Spreadsheet

$9.50

Trello Templates for Real Estate Agents | Transaction Coordinator Templates | Real Estate Agent Client Spreadsheet | Google Sheets Template

$9.50

2023 Real Estate Business Plan | Goal Setting | Real Estate Agent Spreadsheet | Lead Generation Template | Google Sheets Spreadsheet

$5.50

Google Sheet - Template Modifications

Custom Google Sheet Development

Real Estate Listing Expense Tracker | Transaction Management | Real Estate Agent Budget Profit and Loss | Google Sheets Template

$9.50

Networking Contact Spreadsheet Tracker | CRM for Referral Business Partners | Client Tracker | Easy to Use | Google Sheets Template

$5.50

Real Estate Sales Tracker | Transaction Management | Real Estate Agent Planner | Google Sheets Template

Real Estate Team Brokerage Sales Tracker | Transaction Management | Real Estate Agent Planner | Google Sheets Template

$29.50

Real Estate CRM | Buyer & Seller Lead Pipeline Tracker | Real Estate Agent Spreadsheet | Lead Follow Up Template | Google Sheets Spreadsheet

Transaction Coordinator Contract Tracker | Transaction Management | Real Estate Agent Client Spreadsheet | Google Sheets Template

$9.50

Peggy Yee

I’m a mom of 2 kids, a wife, owner of Citrus Templates. After being a real estate agent for 10+ years, Peggy decided to switch out of production and focus on helping solo real estate agents and small teams become more effective and efficient at running their business.