YOUR GOALS ANALYSIS

Name:
Company:
Yearly Goals Beginning:

Your Name Here

AGENT ASSIST 5.0

This is a sample of Agent Assist

exp Realty
1/1/15

The Goal Planner is just one part

of this powerful application.

Information
Average Sales Price:
Company Commission:
Your Commission Split:
Weeks for Vacation:
Work Weeks for Year:
Business Days per Week:
Business Hours per Day:
Total Annual Hours:
Target Income:
Worth per Hour:
Commission per Sale:

$250,000
3.0%
80%
2
50
5
8
2,000
$100,000
$50
$6,000

Closed Sales
Needed for Year
Needed per Month
Needed per Week

17
1.42
0.34

ppointments: 1 Closed Sale = 4 Appointments

Needed for Year
Needed per Month
Needed per Week
Needed per Day

68
5.67
1.36
0.27

Contacts: 1 Appt. = 35 Contacts

Needed for Year
Needed per Month
Needed per Week
Needed per Day
Contact Us: 707 646-1876

2380
198.33
47.60
9.52

Feel free to sample this and the

sales tracking tab below to see
just how Agent Assist can help
you with your business.
DOWNLOAD YOUR COPY AT:
AgentGoalPlanner.com

Progress Analysis
Actual Average Sales Price
# of Sales Made:
# Months Remaining:
Actual Average Commission
Commissions to Date
Closed Sales Needed to Goal
Needed for Year to Goal
Needed per Month
Needed per Week
Appts. Needed to Goal
Needed for Year
Needed per Month
Needed per Week
Needed per Day
Contacts Needed to Goal
Needed per Year
Needed per Month
Needed per Week
Needed per Day

$574,667
#ERROR!:parse
7
$13,820
$82,922

8
#ERROR!:parse
#ERROR!:parse

#ERROR!:parse
#ERROR!:parse
#ERROR!:parse
#ERROR!:parse

1120
160.00
40.00
8.00

DO NOT REMOVE SAMPLES

Sales
312 eldert st
378 halsey st
123 Abc Street
789 Xyz Street
5475 Apple Drive
2020 Murtle Drive

JUST REPLACE

Sales Price
$670,000
$1,200,000
$320,000
$479,000
$249,500
$529,500

THEM WITH

YOUR
Personal
Company Commission
Commission
Split
6.0%
60.00%
2.5%
60.00%
3.0%
60.00%
3.0%
60.00%
3.0%
70.00%
5.0%
80.00%

PERSONAL

Total
$24,120
$18,000
$5,760
$8,622
$5,240
$21,180
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Call Brad Andersohn at 100!

Averages
Total

$574,667
$3,448,000

3.8%

65.00%

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$13,820
$82,922

Type in Total Income From 2012

Type in Total Income From 2013
Type in Total Income From 2014

SALES

Fees
$500.00
$0.00
$250.00
$0.00
$0.00
$200.00

$158.33
$950.00

Source
Farming
Client Referral
Internet
Other
Auction
Door Knocking
Floor Call
Just Listed
Just Sold
MLS
Blogging
Agent Referral
Cold Call
Flyer
Magazine
Networking
News Ad
Open House
OTHER
Radio Ad
TV Ad

Transactions
2
1
1
0
0
0
0
0
0
0
0
2
1
0
0
1
0
0
0
0
0

Source of Business Tracking

Business Source

Farming
Internet
Auction
Floor Call
Just Sold
Blogging
Cold Call
Magazine
News Ad
OTHER
TV Ad

Total Business Generated

Client Referral
Other
Door Knocking
Just Listed
MLS
Agent Referral
Flyer
Networking
Open House
Radio Ad

Closing Costs
Closing Costs Estimator
Buyers Worksheet
Billy and Joanne Buyers
Term of loan
30
years
Purchase Price
$400,000
Loan amount
$249,000
Loan to value ratio
45%
Interest rate
5.000%
Bank Closing costs
Discount points
$100
Funding and review fee
$405
Payment processing fee ($200 without autopayment from your bank account)
$0
Wire transfer fee
$35
Credit report
Loan service fee
Tax registration
$81
Appraisal (fee varies)
$300
Flood certification
$113
Other
$0
Total bank closing costs
$1,034
Title company charges (call title company for accurate quote)
Lender's title insurance
$300
Owner's title insurance (optional but recommended)
$6,000
Other estimated title company charges
$290
Survey (may not be needed on refinance)
$400
Total title company charges
$6,990
Government fees
California Intangible tax
$760
County document stamps
$872
Government recording fee
$100
Total Government fees
$1,732
TOTAL CLOSING COSTS
*This worksheet is an estimated breakdown of costs. It is ONLY an Estimate!

$9,756

March 20, 2015

Buyers Purchase Transaction
Please call for prepared estimate of closing costs. Because each
situation is unique, a complete, accurate estimate of your costs is
beyond the scope of this form. Form based on typical Resale closing
costs.
This section can be used to create a personal message to
your client, or add special instructions that may not be included
on this worksheet. Add additional notes or comments here.

Principle and interest payment

Taxes
Insurance
Private mortgage insurance*
Total payment to bank
Pre-paid items
Estimated 15 days of pre-paid interest*
Tax escrow (2 or more months)
Insurance escrow (2 or more months)
First year's insurance policy cost
Total pre-paid expenses
Property value
Down Payment
Loan amount
Closing costs
Pre-paid costs

$1,336.69
$270.00
$0.00
$0.00
$1,606.69
$519
$0
$0
$650
$1,169
$400,000
$20,000
$249,000
$0
$9,756
$1,169

Needed at Close
*Prepaid interest varies from $0 to a full month's interest
**Private mortgage insurance may be different with variables such as credit score and
other factors

Plan of Action

Completion Steps

Call Us for More Details:

We offer a wide variety of Target Marketing Ideas

Use this sheet to create niches

Target Marketing instead of Geographic Farming

For Sale By Owner

Contact Owner to Preview / Ask for Buyers

Expired Listings

Trace back 1 year all expired listings / Review

The Anniversary Farm

Send anniversary letter to all homes celebrating 5 yrs

Target Market Investors

Out of State / Country Owners

Past Client Prospecting

Contact past clients monthly for referrals

Million Dollar Farm

Contact all $1,000,000 and above properties 1 year

Create your own marketing idea

Contact Us to obtain the information and data

500K Renters in Your County

Contact all renters with a $2000.00/mo payment

That Dog won't hunt farm?

Clients from previous realtor now gone from Company

The Buyer Farm

Contacts from Moving Sales, Garage Sales etc.

Notice of Default Farm

People not making payments on Mortgage

The Seller Farm

Owner Occupied homes for 10 - 20 years any area.

The Investor Farm

Owners of Multiple Residential Properties. (6 min.)

Zillow For Sale By Owners

Target Date

Zillow Make Me Moves

Zillow Pre-Market Properties
Zillow Rentals

Date
Complete

Agent Assist Closing Cost

Seller:
TMK:

ESTIMATED WORKSHEET

The Sellers
1-2-4-003-4598

Escrow #:
Officer:
Created for: Mr and Mrs Sally Sellers

Seller
Debt

Credit
$1,200,000.00

Description
Sales Price / Consideration
Deposit Retained (Paid Outside Escrow)
Deposit By:
Deposit By:
10% FIRPTA
First Mortgage
Second Mortgage
Agreement of Sale
Pay Real Property Taxes
Pay Assessment
Prorate Taxes Fr:
Prorate Lease Rent Fr:
Prorate Maint. Fr:
Prorate Fire Ins Fr:
Prorate Int. at % Fr:
Prorate Rent:
Transfer Security Deposit

$72,000.00
$370,000.00

To
To
To
To
To

(Enter Sales Commission Below 3 - 6 %)

6%
Existing Lender
Existing Lender

$25.00
$65.00

Recording / Release of Mortgage

Wire Fee for Payoff

$26.04
$10.00

$10.00

Financing Statement / Lien Check

Recon Tracking Fee
Collection Account Setup fee
Notary Fee
Title Search / Policy
Escrow Fee
Additional Documentation Reproduction
Mailing Service Charge
Courier Handling Fees

$160.00

Drafting Deed

$25.00
$1,893.00
$1,135.00

Debit

$450.00
$1,500.00

Consent Fee
Ternite Inspection
Transfer Fee
Staking / Survey
Pool Report
Service Fee

Debt Balance
Credit Balance
Estimated Sellers Proceeds

$447,299.04
$1,200,000.00
$752,700.96

5911056
Officers Name

Credit

Why Rent? Better To Invest

Monthly Rent
$500.00
$600.00
$700.00
$800.00
$900.00
$1,000.00
$1,100.00
$1,200.00
$1,300.00
$1,400.00
$1,500.00
$1,600.00
$1,700.00
$1,800.00
$1,900.00
$2,000.00

10 yrs
$77,691.14
$93,169.37
$108,697.60
$124,225.82
$139,754.05
$155,282.28
$170,810.51
$186,338.74
$201,866.96
$217,395.19
$232,923.42
$248,451.65
$263,979.88
$279,508.10
$295,036.33
$310,564.56

15 yrs
$133,641.47
$160,373.37
$187,102.26
$213,831.16
$240,560.05
$267,288.94
$294,017.84
$320,746.73
$347,475.63
$374,204.52
$400,933.42
$427,662.31
$454,391.20
$481,120.10
$507,848.99
$534,577.89

20 yrs
$205,516.83
$246,620.20
$287,723.57
$328,826.93
$369,930.30
$411,033.67
$452,137.04
$493,240.40
$534,343.77
$575,447.14
$616,550.50
$657,653.87
$698,757.24
$739,860.60
$780,963.97
$822,067.34

25 yrs
$297,754.85
$357,305.83
$416,856.80
$476,407.77
$535,958.74
$595,509.71
$655,060.68
$714,611.65
$774,162.62
$833,713.59
$893,264.56
$952,815.53
$1,012,366.50
$1,071,917.48
$1,131,468.45
$1,191,019.42

30 yrs
$416,129.32
$499,355.18
$582,581.04
$665,806.91
$749,032.77
$832,258.64
$915,484.50
$998,710.36
$1,081,936.23
$1,165,162.09
$1,248,387.95
$1,331,613.82
$1,414,839.68
$1,498,065.54
$1,581,291.41
$1,664,517.27

TAX LIABILITIES:

2014
Federal Taxes
State Taxes
Social Security
Disability
TOTAL:

$1,500.00
$250.00
$576.50
$495.12
$2,821.62

Real Estate Fees:

R. E. Board
Memberships (MLS)
Subscriptions
Dues / Fees
TOTAL:

$0.00

General Expenses:
Auto
(pmts., maint., license)
Car Insurance
Telephone / Pager
Computer Technology
(hardware, software, etc.)
Signs
Marketing Personal
Marketing Listings
Marketing Prospects
Education
(seminars / conventions)
Referral Fees Paid
Gifts
Health Insurance
Disability Insurance
Legal / Accounting
Other
Other
Other
TOTAL:

$0.00

TOTAL ANNUAL INCOME:

TOTAL ANNUAL EXPENSES:

$82,921.50
$2,821.62

2015

2016

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00
$0.00

$0.00
$0.00

Select the right size farm...

Converting Contacts
6

Enter Calls per Day

Enter Farm Size

3.428571 New Appointments Per Month

120

0.857143 New Closed Sales Per Month

% of farm you could reach

120

New Contacts Made Per Month

100%

1440

New Contacts Made Per Year

*35 Contacts = 1 Appointment

41.14286 New Appointments Per Year

*4 Appointments = 1 Closed Sale

10.28571 New Closed Sales Per Year

Per Month

Per Month

e Per Month

e Per Year

Per Year

Per Year
* NAR Statistics Matrix

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Beginning Added
2
0
2\
0
1
0
1
0
2
1
2
1
0

Closed Mo end Inv.

0
2
#VALUE!:notN
1
umber:2\
0
1
0
1
1
1

Tracking My Inventory
2.5
2
1.5
Inventory

1
0.5
0
Jan

Feb

Mar

Apr

May

Jun
Month

Jul

Aug

Sep

Oct

Nov

Monthly Inventory Tracking

Enter the amount of transactions you begin with at the start of the
year. Track how many you add each month and how many you close.
This chart will determine your pipeline inventory and will show you
that by simply adding "1" new transaction each month, you could
be doubling your existing income.

king My Inventory

Column B
Column C
Column D
Column E

Jun
Month

Jul

Aug

Sep

Oct

Nov

Dec

Agent Assist

The Premier Real Estate Application

707 646-1876
AgentAssist.WordPress.com