Your Achieve Realty business-building headquarters.
Everything an Achieve sales associate needs to build a stronger real estate business—from approved branding and prospecting systems to technology, transaction resources, scripts, local contacts and annual planning.
University Departments
Choose a department to get started.
Popular Resources
Quick access to frequently used tools.
University Help Center
Find step-by-step instructions for completing forms, using University tools and navigating key resources.
What do you need help with?
Search by form, tool, task or topic. Select a result to open its instructional page.
Help Results
Choose the topic that best matches what you need help with.
Popular instructional topics are shown below. Search to narrow the list, then choose the exact topic you need.
University Support Request
Send a request to the Achieve Realty University support team.
Brokerage Compliance Center
Achieve Realty operating standards and current compliance guidance organized into quick-access cards.
Clear Cooperation & Listing Marketing
MLS submission timing, public marketing, office-exclusive/delayed-marketing considerations and seller-directed listing options.
Do Not Call, Do Not Text & Do Not Contact
Screening, suppression, consent, stop-request handling and practical prospecting safeguards for calls and texts.
Achieve Realty Office Policy Manual
Current brokerage policies covering consumer contact, buyer representation, listing marketing, wire fraud safety and office procedures.
Cybersecurity & Account Safety
Passwords, MFA, phishing, email compromise, devices, client documents and suspicious-account activity.
Agent Emergency / Escalation Guide
Fast routing for contract disputes, wire fraud, fair housing, escrow, advertising/MLS, cybersecurity, complaints and other urgent issues.
Required Written Buyer Representation Agreements
When written buyer agreements are required, compensation language, negotiability disclosures, scope, term and signed-copy requirements.
Clear Cooperation & Listing Marketing
Operational guidance for MLS submission, public marketing and seller-directed listing options.
Core Rule
Under NAR Clear Cooperation Policy, a listing that is publicly marketed generally must be submitted to the MLS for cooperation within one business day, subject to the applicable local MLS rules and permitted exemptions.
What Can Count as Public Marketing
Public marketing can include yard signs, public-facing websites, brokerage website/IDX/VOW displays, email blasts, multi-brokerage listing-sharing networks, public apps and other marketing available to the public.
Office Exclusive / Delayed Marketing
Use only when permitted by the local MLS and supported by the required seller certification/disclosure. Local MLS filing deadlines and procedures control.
Do not use “coming soon,” private-network, office-exclusive, delayed-marketing or off-market strategies to circumvent MLS rules, fair-housing obligations or the seller’s informed instructions.
NAR Clear Cooperation
NAR Listing Options for Sellers
Do Not Call, Do Not Text & Do Not Contact
Operational prospecting safeguards for consumer calls, texts and suppression requests.
Before Outreach
Follow brokerage-approved screening procedures for the National Do Not Call Registry, Achieve Realty’s entity-specific Do Not Call / Do Not Contact records, applicable consent requirements and state restrictions.
Registry Refresh
For covered telemarketing calls, National Do Not Call data used for calling campaigns must be refreshed at least every 31 days. A public phone number, lead list or data-service record is not by itself permission to call or text.
Honor Stop Requests
If a consumer says “do not call,” “stop,” “remove me,” “unsubscribe,” or otherwise clearly asks to stop or limit contact, record the request in the CRM/suppression system and stop the applicable marketing outreach.
Automated Calls & Texts
Automated calls, prerecorded/artificial voice calls, robotexts and mass texting require separate TCPA/FCC review before use. When in doubt, treat a clear request not to be contacted as a Do Not Contact instruction.
FTC Do Not Call / TSR
FCC Calls & Texts
Required Written Buyer Representation Agreements
Operational guidance for written buyer agreements and compensation disclosures.
Before Touring
MLS Participants working with a buyer must enter into a written agreement with the buyer before touring a home when required by NAR MLS policy, unless inconsistent with state or federal law/regulation. Achieve agents must use the current brokerage-approved agreement applicable to the transaction.
Compensation
The agreement must clearly address services and compensation. Compensation must be objectively ascertainable, may not be open-ended, and the agreement must prevent receipt of more compensation for brokerage services than the buyer agreed to.
Negotiability & Agreement Terms
The agreement must conspicuously state that broker fees and commissions are not set by law and are fully negotiable. Explain scope, term, exclusivity/non-exclusivity and termination provisions accurately, and give the buyer a signed copy.
NAR Policy 8.13
Cybersecurity & Account Safety
Practical safeguards for Achieve agents handling email, MLS, CRM, devices and client transaction information.
Security Review
If You Suspect an Account Compromise
- Stop using suspicious links/messages and use a trusted device/network if possible.
- Change the affected password and any reused password; enable or reset MFA.
- Review active sessions, forwarding rules, recovery methods and connected apps.
- Notify Office/Broker promptly if brokerage, client or transaction information may be affected.
- Contact the affected provider, preserve evidence and follow any required client/vendor notification guidance.
Cybersecurity & Account Safety Checklist
Agent Emergency / Escalation Guide
Use this guide when an issue requires immediate brokerage attention or specialized professional guidance.
Contract / Transaction Dispute
Examples: missed deadline, cancellation dispute, deposit/escrow dispute, repair conflict, possession issue, threatened litigation.
Action: preserve the contract/addenda/messages and contact Broker/Owner before advising a client on legal consequences.
Wire Fraud / Suspicious Funds Instructions
Action: stop reliance on the suspicious message, independently contact known parties, notify Broker/Owner, and use the Wire Fraud Safety incident steps immediately.
Fair Housing / Discrimination Concern
Action: stop the questionable practice or communication, preserve the context and contact Broker/Owner before proceeding.
MLS / Advertising / Social Media Concern
Examples: Clear Cooperation, coming soon, listing status, photo/copyright issue, misleading advertising, brokerage identification.
Action: pause publication/change if appropriate and obtain brokerage guidance.
Cybersecurity / Email Compromise
Action: stop sensitive activity, secure credentials from a trusted device, preserve evidence and contact Office/Broker promptly.
Inspection / Property Safety / Material Issue
Action: do not diagnose technical conditions; document what was reported and involve the appropriate qualified inspector/specialist and Broker/Owner as needed.
Title / Ownership / Probate / Legal Document Issue
Action: route to title/settlement provider, attorney and Broker/Owner as appropriate; do not interpret legal ownership documents for the client.
Consumer Complaint / Threat / Harassment
Action: remain professional, preserve communications and notify Broker/Owner promptly. For immediate physical danger, contact emergency services.
Escalation Notes
Achieve Brand Center
Official company and affiliated-brand logos for approved Achieve Realty marketing.
Achieve Realty
Primary Achieve Realty logo with “Agents Inspired To Move You.” Use this exact attached version for Achieve Realty branding.
Tides Luxury Homes
Official Tides Luxury Homes logo — “Refined Coastal Living,” by Achieve Realty.
ARC Commercial Real Estate
Official ARC Commercial Real Estate — Strategic Sales & Leasing by Achieve Realty.
Citizens Title Agency
Official Citizens Title Agency logo — “Confidence at Every Closing.”
Achieve Realty Colors
Primary Navy: #0B2F67
Secondary Navy: #123F83
Gold: #C89626
Gold Highlight: #E7BD52
Use official supplied logo artwork whenever possible rather than recreating logo colors or typography manually.
Logo Do & Don’t
Do: preserve proportions, maintain clear space, use high-resolution originals and select a background that preserves legibility.
Don’t: stretch, skew, crop, recolor, redraw, add effects to, rearrange or separate elements of an approved logo.
Achieve Agent & Office Directory
Offices, affiliated services and internal contacts.
Agent Directory
- Search by agent name
- Cell phone
Naples Office
- Achieve Realty
- 12550 Tamiami Trail East, Suite 302
- Naples, FL 34113
- (239) 642-0055
Marco Island Office
- Achieve Realty
- 1845 San Marco Rd., Suite 302
- Marco Island, FL 34145
- (239) 530-7000
Brigantine Office
- Achieve Realty
- 3100 Atlantic-Brigantine Blvd.
- Brigantine, NJ 08203
- (609) 264-3600
Achieve Realty — Online
Citizens Title Agency — Naples
- 12550 Tamiami Trail East, Suite 302
- Naples, FL 34113
- www.citizenstitleagency.com ↗
- support@citizenstitleagency.com
Citizens Title Agency — Brigantine
- 3100 Atlantic-Brigantine Blvd.
- Brigantine, NJ 08203
- www.citizenstitleagency.com ↗
- support@citizenstitleagency.com
USPS Bulk Mail Instructions
Bulk-mail resources for Achieve Realty agents, including the Naples permit indicia and official USPS permit-imprint instructions.
Bulk Mail Indicia — Naples Permit No. 20034
Open the stand-alone Achieve Realty PRSRT STD / US POSTAGE PAID / NAPLES, FL / Permit No. 20034 indicia.
USPS Bulk Mail Instructions
Open the official USPS Business Mail 101 guidance for permit imprints, indicia requirements, mailing preparation and permit use.
USPS Bulk Mail Forms
Open the current USPS Marketing Mail postage statements and permit application resources used for commercial bulk mail.
USPS Bulk Mail Forms
Official USPS forms and filing resources for Achieve Realty bulk-mail preparation. Select the form that matches the mailing.
PS Form 3602-EZ — USPS Marketing Mail Easy
For a single nonautomation USPS Marketing Mail mailing of identical-weight letters or flats. USPS directs mailers to Form 3602-R for other regular Marketing Mail mailings.
PS Form 3602-R — USPS Marketing Mail
The standard USPS Marketing Mail postage statement for regular commercial Marketing Mail, including permit-imprint mailings that do not qualify for the simplified 3602-EZ.
PS Form 3615 — Mailing Permit Application & Customer Profile
Used to apply for or establish USPS mailing permits and permit-imprint authorization. Because Achieve already has Naples Permit No. 20034, this is generally a setup or account-maintenance resource rather than a form needed for every mailing.
USPS — Get a Postage Statement
USPS guidance for choosing, printing, or electronically submitting the correct postage statement for a commercial mailing.
Bulk Mail Indicia — Naples Permit No. 20034
Stand-alone Achieve Realty PRSRT STD permit imprint for Naples, Florida bulk-mail pieces.
Use this indicia artwork only for mailings prepared under the applicable Naples permit and current USPS requirements.
Achieve Vendor & Service Directory
Practical vendor, contractor and professional-service resources organized by category and service area. Categories and providers are maintained by Office/Admin.
Agent Directory
Achieve Realty • Agent Contact Directory
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Achieve Realty Agent Roster
View-only contact roster for registered University users. Administrative account information remains in Office/Admin.
| Agent | Cell Phone | |
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Lead Generation Center
Practical systems for creating buyer and seller opportunities.
Achieve CRM
Your central lead and follow-up workspace. Leads saved from the Lead Generation Master Action Plan automatically create or update editable CRM contacts for signed-in Achieve Agents.
Lead Generation Master Action Plan
Choose any Lead Generation category and open one combined fillable checklist containing all of that category’s current topics and instructions. Save progress to your Achieve Agent account and resume your most recent campaign later.
Lead Generation Guide
Practical prospecting guidance.
Sample Drip Campaign
A sample sequence agents can adapt to their business and the prospect's communication preferences.
Lead Generation Master Action Plan
One fillable working checklist for every Lead Generation category. Each checklist combines the category’s current topics and instructions into one form with checkboxes, section notes, save/resume, print and CRM tracking under the agent’s Achieve University credentials.
1. Choose a Lead Generation Category
My Saved Lead Generation Campaigns
Your most recently saved campaign for the selected category opens automatically. Use this list to reopen earlier campaigns.
Achieve CRM
A simple account-based contact, lead and follow-up system connected to the Lead Generation Center.
Upcoming Follow-Ups
| Name | Type | Source | Status | Priority | Next Follow-Up |
|---|
Follow-Ups Due & Upcoming
New Leads
Add Contact
Activity History
Owner/Admin CRM Report
| Agent | Contact | Source | Status | Priority | Next Follow-Up | Last Updated |
|---|
CRM Productivity Review
Upload a CRM export from iHomefinder or another CRM. Achieve University analyzes a privacy-reduced operational snapshot and returns productivity coaching without connecting to, editing or syncing your CRM.
1. Upload CRM Export
Accepted formats: CSV, XLS and XLSX. Export one contact/lead report from your CRM. For best results include status/stage, lead source, created date, last contact date, next follow-up/task date and buyer/seller type when available.
2. Confirm Field Mapping
We will suggest the best matching columns. Adjust any selection if your CRM uses different headings.
Scripts & Dialogues Library
Find Achieve conversation frameworks and trusted external training resources by situation.
Expired Listing Scripts
Open the dedicated Achieve Realty Expired Listing Scripts page for first calls, voicemail, follow-up, objection handling and appointment conversion.
Achieve Realty — Expired Listing Scripts
Complete Achieve Realty conversation center with original scripts, practice guidance, follow-up language and appointment closes.
Achieve — Objection & Follow-Up Practice
Practice common expired-seller responses without criticizing the prior agent or pressuring the homeowner.
Tom Ferry — Expired Listing Scripts
Current Tom Ferry guide covering first calls, short scripts, voicemail, text, email, letters and follow-up.
Open Tom Ferry ↗Tom Ferry — Expireds Scripts Bundle
Tom Ferry's official expired-listing resource bundle with training and downloadable script materials.
Open Bundle ↗Mike Ferry — Official Script Library
Mike Ferry Organization's official real estate sales-script center. Some resources may require a free account or purchase.
Open Mike Ferry ↗Mike Ferry — Complete Scripts Book
Official downloadable script book covering prospecting, expireds, FSBOs, presentations, objections and follow-up.
View Resource ↗FSBO Scripts
Approaches for first contact, value creation, commission objections and converting owners into appointments.
Achieve Realty — FSBO Scripts
Dedicated Achieve Realty FSBO conversation center with original first-contact, voicemail, text, email, objection, preview and follow-up frameworks.
Achieve — FSBO Objection & Follow-Up Practice
Practice commission, buyer-only, existing-interest, testing-the-market and agent-friend objections with value-first responses.
Tom Ferry — Prospecting Scripts: FSBO
Tom Ferry's official prospecting-scripts guide includes a dedicated For Sale By Owner section.
Open Tom Ferry ↗Mike Ferry — Official Script Library
Official Mike Ferry script center with prospecting and listing resources; account access may be required for some materials.
Open Mike Ferry ↗Seller & Listing Scripts
Buyer & Database Scripts
Circle Prospecting
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Listing Appointment — Price
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Price Reduction Conversation
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Buyer Consultation
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Buyer Internet Lead
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Open House Visitor
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Past Client Referral
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Voicemail / Text Follow-Up
Editable Achieve Realty sample scripts. Customize the language to fit your voice, expand any field as needed, and keep private working notes beneath each script.
Expired Listing Scripts
Achieve Realty conversation frameworks for respectful, prepared and seller-focused expired-listing prospecting.
1. First Call — Seller-First Opening
Purpose: Find out whether selling is still part of the homeowner's plan before offering a solution.
Achieve framework:
“Hi [Name], this is [Your Name] with Achieve Realty. I noticed your home recently came off the market. I’m not calling to assume you still want to sell—I wanted to ask whether moving is still part of your plan, or whether your plans have changed.”
If they are still considering a sale: “When you look back at the last listing, what do you feel would need to be different for you to try again?”
Goal: Listen for motivation, timing, frustration and the change the seller wants—not to deliver a long pitch.
2. Busy or Guarded Seller
“Hi [Name], [Your Name] with Achieve Realty. I know you may be hearing from several agents, so I’ll be brief. If you had a clearer strategy for the next attempt, would you still consider selling?”
If yes: “What is the one thing you would most want handled differently this time?”
Keep this version short. Its job is to earn a second conversation, not complete the listing appointment by phone.
3. Voicemail — Create a Reason to Call Back
“Hi [Name], this is [Your Name] with Achieve Realty. I reviewed the recent activity around your home and noticed a couple of things that may be worth discussing if selling is still on your radar. My number is [Phone]. Again, [Your Name] at [Phone].”
Do not put the entire sales pitch into voicemail. Give the owner a specific, credible reason to return the call.
4. Text Follow-Up — Only When Permitted
Use text only when your outreach is permitted under applicable consent, TCPA, state and brokerage requirements.
“Hi [Name], this is [Your Name] with Achieve Realty. I saw that your home recently came off the market. If selling is still part of your plan, I’d be glad to share a few observations from the recent market activity. Would a quick call be useful?”
Keep texts conversational and move meaningful discussion to a call or appointment.
5. Email — Property-Specific Value
Suggested subject: A few thoughts about your home in [Area]
“Hi [Name], I noticed your home recently came off the market. I reviewed the prior listing and nearby activity and identified a few areas I would want to examine before relaunching—pricing position, presentation, buyer response and current competition. If selling is still part of your plan, I’d be happy to walk you through what I would evaluate differently. Would a brief conversation this week be helpful?”
Replace generic claims with two or three observations specific to the property.
6. Letter or Mailer — Relisting Review
“I noticed your home recently came off the market without a sale. Rather than simply asking you to relist, I would like to offer a brief relisting review: how the home was positioned, how buyers responded, how the competition has changed and what I would adjust before returning to market. If selling is still important to you, I’d be glad to prepare that review with no obligation.”
Use a professional Achieve-branded piece and make the next step obvious: phone, email or a short consultation.
7. Follow-Up After the First Conversation
“Hi [Name], it’s [Your Name] with Achieve Realty. I wanted to follow up on our conversation after your home came off the market. Have you decided to pause completely, or are you still evaluating what a better relaunch would need to look like?”
If they are still open: “What would you need to see in a new plan before you would feel comfortable interviewing another agent?”
Follow up with new value—market changes, a relevant sale, a pricing observation or a relisting idea—not repeated “just checking in” messages.
8. “We Had a Bad Agent”
“I’m sorry the experience was disappointing. I wasn’t part of that relationship, so I don’t want to criticize anyone or make assumptions. What I can do is look at the market response and the strategy. If you were to relist, what would you most want handled differently?”
Principle: Never win trust by attacking the prior agent. Redirect the conversation toward the seller's expectations and your plan.
9. “We’re Not Selling Anymore”
“I understand. After going through the process, taking a break can make sense. Did your reason for moving change, or are you mainly stepping back because the last attempt was frustrating?”
If the move is truly off, thank them and respect the decision. If the goal remains, ask permission for a future follow-up rather than pushing for an immediate appointment.
10. “We’re Going Back With the Same Agent”
“I understand. Have you already signed a new listing agreement, or are you still deciding on the next plan?”
If a new agreement is signed, end the prospecting conversation professionally. If it is not, and contact is otherwise permitted, ask whether they would find value in seeing an alternative strategy before making a final decision.
11. Convert the Conversation to a Consultation
“Based on what you’ve told me and what I saw in the market activity, I think there are several areas worth reviewing before the home goes back on the market. I’d like to show you the pricing position, presentation changes, marketing plan and feedback process I would recommend. Would [day/time] or [day/time] be better for a 20-minute review?”
Offer a focused relisting consultation, not a generic listing presentation.
12. Before You Call — Property Review Checklist
- Confirm current listing status and expiration/cancellation date.
- Verify ownership and permitted contact information.
- Review original price, reductions and days on market.
- Compare active, pending and recently sold competition.
- Review photos, copy, presentation and showing access.
- Identify two or three possible causes of weak buyer response.
- Prepare one property-specific observation before dialing.
- Record outreach attempts, responses and opt-out requests in the CRM.
13. Role-Play Drill
Partner with another Achieve agent. One person plays the seller; the other must reach these four objectives without sounding scripted:
- Confirm whether the seller still has a reason to move.
- Discover what disappointed them about the prior attempt.
- Offer one property-specific insight.
- Ask for a short relisting consultation.
Rotate objections: “I’m getting too many calls,” “We’re taking a break,” “It was the market,” “We’re using the same agent,” and “We won’t reduce the price.”
14. Additional Expired Listing Training
Use these publisher resources for additional study. Achieve Realty University does not reproduce their copyrighted scripts.
Tom Ferry — Expired Listings Guide ↗
Tom Ferry — Expireds Script Bundle ↗
Mike Ferry — Official Script Library ↗
Popular Resources
Quick access to frequently used tools.
FSBO Scripts
Achieve Realty conversation frameworks adapted from proven FSBO prospecting principles: keep it short, respect the seller's decision, lead with value, and earn the next conversation.
1. First Call — Keep It Super Short
Greeting & acknowledgement:
“Hi [Name], this is [Your Name] with Achieve Realty here in [Town/Area]. How are you? I’ll keep this really short—I know you’re probably getting plenty of calls from agents.”
Compliment & curiosity:
“I saw your home on [site/platform]. The [specific feature] really stood out. Are you still actively showing it, or have you already found a buyer?”
Align & empathize:
“I understand why an owner would want to try selling on their own and keep more control over the process. How has the interest been so far?”
Offer & ask:
“If you’re open to it, I’d love to stop by for 10–15 minutes to see the home in person. If I’m working with or come across a buyer who may fit, I’ll have a better sense of the property. Either way, I can give you a little feedback from an agent’s perspective. No obligation.”
Scheduling:
“I’m available [day/time range]. What works best for you?”
Achieve principle: The first call is not a listing presentation. Your goal is to reduce resistance, learn what is happening, and earn permission for the next step.
2. Busy or Guarded Seller
“Hi [Name], this is [Your Name] with Achieve Realty. I know you may be getting a lot of agent calls, so I’ll be brief. I saw your home for sale in [Area] and wanted to ask one quick question: how is the response going so far?”
If they sound open: “What would need to happen for you to feel like the FSBO route is working the way you hoped?”
If they are rushed: “No problem. If you’d ever like a quick pricing, buyer-feedback, or net-proceeds second opinion, I’m happy to help without getting in the way of your plan.”
3. Voicemail #1 — Quick Heads-Up
“Hi [Name], it’s [Your Name] with Achieve Realty here in [Town/Area]. I noticed your FSBO on [site]. I’ll be in the area on [day] and would be glad to take a quick look at the property—no listing pitch, just a short preview so I understand the home if I have a buyer match. I’ll send you my contact information as well. Call me at [Phone] if that would be useful.”
Use: When the main objective is simply to get on the seller’s radar without sounding like another listing solicitation.
4. Voicemail #2 — Net Sheet / Market Value
“Hi [Name], this is [Your Name] with Achieve Realty. I took a quick look at your asking price and nearby sales. If it would help, I can prepare a simple seller-net estimate and market comparison so you can see the numbers behind the asking price and likely costs. No strings attached. Call or text me at [Phone] if you’d like me to send it over.”
Use: When you can offer something tangible and useful without asking for a listing appointment.
5. Voicemail #3 — Buyer Interest Check
Only use this angle when it is truthful.
“Hi [Name], this is [Your Name] with Achieve Realty. I’m working with a buyer in your general price range who is focused on [neighborhood/feature]. I’d like to preview your home so I can tell whether it may be worth showing them. If it isn’t a fit, I’ll still be glad to give you a couple of quick observations about what buyers are responding to right now. You can reach me at [Phone].”
6. Voicemail #4 — Friendly Resource
“Hi [Name], it’s [Your Name] again with Achieve Realty. I know selling by owner can involve a lot of moving parts, so I have a short seller checklist covering showings, buyer qualification, paperwork, and transaction steps. If you’d like a copy, just call or text me at [Phone] and I’ll send it over.”
Voicemail rule: Keep it brief, sound conversational, and give the seller one clear reason to respond.
7. Text #1 — Friendly Local Agent
Use only when texting is permitted.
“Hi [Name], it’s [Your Name] with Achieve Realty. I saw your FSBO on [site]—the [specific feature] looks great. Hope you don’t mind me reaching out. How has the interest been so far? If you ever want a quick market update, pricing perspective, or seller resource, I’m happy to help. No pressure.”
Why it works: Specific, personal, easy to answer, and not built around an immediate listing pitch.
8. Text #2 — Possible Buyer Angle
“Hi [Name], this is [Your Name] with Achieve Realty. I work with buyers in your general price range and area. I’d be glad to preview your home so I can speak accurately about it if there’s a potential match. No listing pitch—just a quick look and, if useful, a little buyer feedback. Let me know if that would be helpful.”
Truthfulness rule: If you do not have a specific buyer, do not say that you do. Use accurate language such as “buyers in this market” or “buyers in this price range.”
9. Email — Net Sheet / CMA Offer
Suggested subject lines: “Your FSBO net sheet,” “A quick market check for [Neighborhood],” or “What to look at when an offer comes in.”
“Hi [Name],
I saw that you’re selling your home on your own. One area that often becomes more complicated than expected is comparing offers based on the complete result—not just the price. Closing costs, contingencies, financing strength, repair requests, concessions, and timing can all affect what you ultimately net.
If you’d like, I can prepare a brief Comparative Market Analysis and seller-net estimate based on your asking price and recent nearby sales. There is no obligation to list with me. It is simply information you can use while you work your FSBO plan.
Would you like me to prepare one?
[Your Name]
Achieve Realty”
10. DM #1 — Compliment & Quick Tip
“Hi [Name], I saw your home on [Marketplace/Instagram/etc.]. The [specific feature] really stood out. I’m a local Achieve Realty agent. If you’d ever like a couple of quick ideas on pricing, presentation, or what buyers are reacting to right now, I’m happy to share them. No strings attached.”
11. DM #2 — Buyer / Preview Angle
“Hi [Name], I’m [Your Name] with Achieve Realty. I work with buyers looking in this general area and price range. Would you be open to a quick preview so I can understand the property better? Even if it isn’t a match for someone I’m currently working with, I’d be glad to leave you with a couple of useful market or marketing observations.”
12. DM #3 — Resource Share
“Hi [Name], congratulations on putting your home on the market. I have a short FSBO checklist that covers showings, buyer qualification, paperwork, and transaction steps. If you’d like it, I’d be happy to send it over. No pressure.”
13. DM #4 — Follow-Up Ping
“Hi [Name], just following up on the note I sent about your FSBO. If you’re all set, that’s great. If you’d like a quick pricing review, seller-net estimate, or second opinion on buyer activity, I’m happy to help.”
Boundary rule: If the seller does not engage after a reasonable number of touches, give them space and respect their preferences.
14. Personalized Video Outreach
Keep the video around a minute and use a simple five-part outline:
- Greet by name.
- Mention one specific feature you noticed in their marketing.
- Acknowledge their FSBO decision without criticizing it.
- Offer one useful next step—a preview, market snapshot, seller-net estimate, or feedback.
- Close simply: “Reply whichever way is easiest for you.”
Achieve tip: Natural beats overproduced. The objective is to appear credible, local, and helpful—not scripted.
15. “I Don’t Want to Pay Commission”
“I understand. Saving money is one of the biggest reasons owners choose to sell on their own. I’m not asking you to change that today. What I can do is help you compare the full numbers—price, concessions, closing costs, financing strength, negotiation, and net proceeds—so you can decide which path gives you the best outcome.”
Pivot: “Would it be useful if I showed you both scenarios side by side?”
16. “If You Have a Buyer, Just Bring Them”
“Absolutely. The best first step is for me to preview the property so I can describe it accurately and avoid wasting your time or a buyer’s time. Would [day/time] or [day/time] work better?”
If you do not have a specific buyer, say so honestly and position the preview as preparation for future buyer matches.
17. “We Already Have Interest From Several People”
“That’s great—I hope one of them turns into a strong offer. If anything stalls or the offers aren’t as strong as expected, I’m happy to help you look at the terms, financing, or next options. Would it be alright if I checked back with you next week?”
18. “We’re Just Testing the Market”
“That makes sense. If you’re testing the market, the most useful thing is having something objective to compare against the response you’re getting. I can send you a quick snapshot of recent competing and sold homes in the area if that would help.”
19. “We Have an Agent Friend If We Decide to List”
“That’s good—you already have someone you trust. If you ever decide you want to compare strategies before making a final decision, I’d be glad to show you how I would approach the property. In the meantime, I’m happy to be a local resource if you need market information.”
20. In-Person FSBO Preview
A preview is your opportunity to move from stranger to trusted resource—not to ambush the seller with a full listing presentation.
- Ask about the home’s history and improvements.
- Ask what attracted them to the neighborhood and what buyers have commented on.
- Learn their motivation, timeline, and ideal outcome.
- Offer one or two useful observations rather than a long critique.
- Ask permission to follow up after they have more market feedback.
Suggested positioning: “I’m here to help you sell your way. If at some point you want more help, I’ll be glad to show you what I would do differently.”
21. What Not to Say at a FSBO Preview
- “I have a buyer”—unless you genuinely do.
- “You’re priced wrong”—before you have reviewed the data.
- “Let me take over”—before you have earned trust.
Instead, ask two or three good questions, offer one useful suggestion, and propose one simple next step.
22. Follow-Up Text
Use only when permitted.
“Hi [Name], [Your Name] with Achieve Realty checking in. How is the FSBO going? If you want a fresh set of eyes, quick market update, or seller-net review, I’m around. If everything is going well, that’s great too.”
23. Follow-Up Email
Subject: How is the FSBO progressing?
“Hi [Name],
I wanted to check in and see how things are going with the sale. If you’re happy with the activity, that’s great. If you’re feeling stuck, want more exposure, or would like a second opinion on pricing, offers, or buyer qualification, I’m happy to help.
Either way, I wish you the best with the sale.
[Your Name]
Achieve Realty”
24. The “No-Strings-Attached” Help Strategy
Do not make every touch about earning the listing. Give the owner small pieces of real value first: a market snapshot, seller-net worksheet, staging observation, offer-review checklist, buyer-financing question, or transaction resource.
The goal is to become the professional they remember when they eventually need more help.
25. When the Seller Is Hostile or Fed Up With Agents
“It sounds like you’ve had a lot of agents calling, and I understand why that would be frustrating. I’m not here to pressure you. I simply wanted to let you know I’m available if you ever need a market question answered or a second opinion. If you’d rather I not follow up, just tell me and I’ll respect that.”
Rule: Do not try to “win” a hostile conversation. Respect the boundary and protect your reputation.
26. Tracking & Follow-Up Schedule
Tag each prospect as FSBO in the CRM and record the date, last contact, seller motivation, current activity, objections, and the value angle that created the best response.
- Somewhat open: consider a meaningful follow-up roughly every 10–14 days, adjusted to seller engagement and applicable contact rules.
- Cold: give more space—often 21–30 days or longer may be more appropriate.
- Vary the touch: phone, email, permitted text, market update, handwritten note, or useful resource rather than repeating the same pitch.
Always stop when the seller asks you to stop.
27. Role-Play Drill
Practice the complete progression rather than memorizing one script:
- Keep the opening short.
- Use one sincere compliment or property-specific observation.
- Ask how the FSBO is going.
- Respect the seller’s reason for selling independently.
- Offer one useful resource or preview.
- Handle one objection without arguing.
- Earn a specific next step.
Rotate scenarios: commission, “bring me a buyer,” “we already have interest,” “we’re testing,” “we have an agent friend,” and “stop calling.”
28. Additional FSBO Training
Use outside publisher resources for additional study. Achieve Realty University does not reproduce third-party copyrighted materials as its own.
Mike Ferry — Official Script Library ↗
NAR — FSBO Research Highlights ↗
Popular Resources
Quick access to frequently used tools.
Marketing University
Use the AI Marketing Assistant for Achieve-built marketing systems, then access external marketing platforms and vendors as needed.
AI Marketing Assistant
Use this as your primary Achieve marketing workspace for social media, personal branding, marketing plans, community content, email, farming, listing launches, open houses, video and luxury marketing. Each module opens an internal Achieve template or checklist for the agent to complete inside the University.
Marketing Tools & Resources
These cards link out to public vendor or platform websites and remain alphabetized automatically.
Adobe Express
Create social graphics, flyers, short videos and quick marketing pieces when you need an alternative design platform.
BombBomb
Video email and video messaging designed to help agents add a personal touch to prospect and client follow-up.
Canva Listing Presentation Templates
Use as a starting point for agent listing presentations, then apply Achieve Realty branding and approved colors.
Canva Real Estate Campaign Templates
Create listing posts, open-house graphics, flyers, newsletters and other real estate marketing pieces from editable templates.
CapCut
Browser, desktop and mobile video editing for short-form property and social media videos.
AppFiles.com
Access Achieve Realty's transaction and document workflow platform for paperless files, forms, storage and collaboration.
CubiCasa
Mobile-based floor-plan creation useful for improving listing presentation and property marketing.
Google Business Tools
Google tools for agent productivity, client communication, local visibility, property research, collaboration and marketing measurement.
Business Profile ↗
Gmail ↗
Calendar ↗
Drive ↗
Docs ↗
Sheets ↗
Forms ↗
Meet ↗
Maps ↗
Earth ↗
Analytics ↗
Google Ads ↗
Search Console ↗
Virtual Meetings
Direct access to leading virtual meeting platforms for client consultations, listing presentations, team meetings and remote closings.
AI Chatbots & Assistants
Public AI tools for writing, research, coding, productivity, image creation, voice generation and source-grounded analysis.
ChatGPT
Developed by OpenAI, ChatGPT is an all-around assistant for writing, research, coding, analysis and general problem-solving.
Claude
Created by Anthropic, Claude is known for strong coding support, logical reasoning and working with long documents and complex context.
Google Gemini
Google's multimodal AI assistant, with close integration across the Google ecosystem and Workspace applications.
Microsoft Copilot
Microsoft's AI assistant for productivity, integrated across Windows and Microsoft 365 experiences.
Grok
Developed by xAI, Grok is an AI assistant with web access and integration with X for current social and public information.
DeepSeek
A widely used conversational AI platform with open-weight model offerings for research, reasoning, coding and text analysis.
Perplexity AI
An AI-powered answer and search engine that provides conversational responses with web citations and research-oriented sourcing.
Poe
Chat with the best AI, privately or in a group chat. Explore GPT-6-Astra, Claude-Fable-5.1, Grok-4.6, Kimi-K3, GPT-5.6-Sol, and thousands of others.
NotebookLM
Google's note-taking and research assistant that grounds its responses in source materials you provide, such as documents, websites and media.
Midjourney & Adobe Firefly
Two leading creative AI platforms for generating images and visual concepts from text prompts and other creative inputs.
ElevenLabs
A high-end platform for AI voice generation, text-to-speech, narration, dubbing and other synthetic voice applications.
Cursor
An AI-first code editor and coding agent designed to accelerate software development and AI-assisted building workflows.
Need social media training first?
AI Marketing Assistant
Choose a marketing system and open its guided Achieve template. Each module provides a structured form, practical checklist and working notes area for the agent to complete inside Achieve Realty University.
AI Business & Marketing Coach
Complete a focused business and marketing assessment and receive a personalized productivity action plan. The full assessment uses Achieve's coaching framework and is limited to one new analysis per signed-in agent per day.
30-Day Social Media Content System
Build a balanced month of market, community, property, homeowner-education and personal/local-expertise content.
Template includes: monthly goals, audience/platform selections, content-pillar planner, 30-day posting checklist, Reel/video prompts, calls to action and performance-review notes.
Agent Brand Consistency Checklist
Keep your professional identity consistent across web, email, social, presentations, print and video.
Template includes: brand profile, bio/tagline review, visual consistency, voice and messaging, profile audit, calls to action and corrective-action checklist.
Build Your Personal Marketing Plan
Turn your goals, market, specialties, budget and available time into a practical 30/60/90-day marketing plan.
Template includes: goals, target markets, specialties, budget, channel mix, weekly activity plan, 30/60/90-day actions and KPI review.
Community Intelligence Marketing
Turn Achieve Community Intelligence into useful neighborhood-focused consumer content.
Template includes: community fact sheet, target audience, content angles, neighborhood spotlight checklist, video/email/social prompts and fact-verification steps.
Email Marketing Playbook
Create useful campaigns for prospects, clients, sphere, past clients and neighborhood audiences.
Template includes: audience/goal fields, subject-line worksheet, email structure, nurture-sequence planner, CTA checklist, scheduling and compliance review.
Geographic Farming System
Build consistent neighborhood visibility with coordinated direct mail, digital content and local-market communication.
Template includes: farm profile, homeowner audience, 12-month calendar, mail/digital touch checklist, local-content ideas, event plan and KPI tracker.
Listing Launch Marketing Plan
Create a coordinated campaign from pre-launch through active marketing, open house, follow-up and seller reporting.
Template includes: property positioning, target buyer, asset checklist, pre-launch/launch/week-one actions, social/email/video prompts and seller-reporting checkpoints.
Open House Marketing System
Plan promotion before the event, visitor engagement during it and systematic follow-up afterward.
Template includes: event details, 5-day promotion checklist, neighbor outreach, social/email invitations, day-of preparation, visitor follow-up and seller recap.
Real Estate Video Content Plan
Create repeatable video content around listings, communities, market insights and buyer/seller education.
Template includes: audience/topic planner, hook worksheet, 30/60/90-second script structure, shot list, CTA, publishing checklist and repurposing plan.
Tides Luxury Homes Marketing
Develop elevated, refined marketing for appropriate luxury properties and affluent audiences using Tides Luxury Homes positioning.
Template includes: luxury positioning, property story, audience profile, premium asset checklist, launch channels, refined messaging prompts and discreet follow-up plan.
AI Business & Marketing Coach
Tell the coach where your business stands today. Terra reviews the full assessment and returns prioritized actions designed to improve productive activity, follow-up and marketing consistency.
Marketing Template
Technology Center
Company-provided and recommended platforms organized by CRM, lead generation, IDX, consumer portals, listing syndication, international marketing and other technology categories.
Transaction Resource Center
Tools and reference material from contract to closing.
Listing Management Checklist
A practical fillable workflow from signed listing through launch, active marketing, seller communication and pending status.
Listing Snapshot
Marketing & Operations Notes
Listing Management Checklist
Closing & Post-Closing Checklist
Finish the transaction cleanly and transition the client into long-term follow-up.
Closing Snapshot
Post-Closing Follow-Up
Closing & Post-Closing Checklist
Appraisal Preparation
Prepare factual property information, access and follow-up without compromising appraiser independence.
Transaction & Appointment
Property Support Notes
Appraisal Preparation Checklist
Contract-to-Close Checklist
A fillable milestone tracker from executed agreement through possession and file completion.
Transaction Snapshot
Key Notes
Milestone Tracker
Check each milestone when complete and record the completion or target date. Contract requirements vary—use the executed agreement and brokerage procedures as the controlling source.
Final File & Closing Readiness
Financing & Approval
Coordinate the buyer’s financing milestones, lender communication and estimated monthly-payment planning.
Financing Snapshot
Approval Checklist
Mortgage & Monthly Payment Calculator
This is the same Achieve planning calculator concept available in Agent Toolbox, placed here for transaction-side financing review.
Estimate only. Not a Loan Estimate, lending commitment or approval. Verify rates, taxes, insurance, HOA/condo charges, mortgage insurance and final figures with the lender and applicable providers.
HOA / Condo Documents
Track association documents, applications, fees, approvals and time-sensitive review items.
Association Snapshot
Document & Approval Checklist
Inspection Resources
Coordinate inspections, reports, specialist follow-up and the client’s written response within contract deadlines.
Inspection Snapshot
Inspection Coordination Checklist
Wire Fraud Safety
A transaction-funds verification protocol for clients and agents.
Trusted Verification Contacts
Record contact information only. Do not enter bank account or routing numbers here.
Wire Fraud Prevention Checklist
If Fraud Is Suspected or Funds Were Sent Incorrectly
- Act immediately. Contact the sending bank/financial institution and ask for its wire-fraud/recall process.
- Contact the legitimate title/settlement company or intended recipient through a known phone number—not through the suspicious message.
- Notify the Broker/Owner promptly and preserve all messages, headers, screenshots and transaction records.
- Follow guidance from the bank, title/settlement provider, law enforcement, counsel, insurer and other appropriate parties. Time matters.
Government & Industry Resources
Select a state. Government and industry resources are separated on each state page. Local boards and MLS associations are available from Agent Toolbox → Marketing Tools & Agent Resources.
Florida Resources
Collier and Lee government bodies, municipalities and Florida industry resources.
New Jersey Resources
New Jersey state/local government and industry resources.
Florida — Government & Industry Resources
Florida resources are separated by category and alphabetized within each category. Local boards and MLS associations are available in Agent Toolbox.
Government Resources
Official Collier County, Lee County, municipal, deed-restriction/covenant, court and licensing resources.
Industry & Education Resources
New Jersey — Government & Industry Resources
New Jersey resources are separated by category and alphabetized within each category. Local boards and MLS associations are available in Agent Toolbox.
Government Resources
Official New Jersey state, county and municipal resources, including county-recorded deed restrictions and covenants.
Industry Resources
Facebook Business Pages
Achieve Realty University · Social Media Marketing Center · Step-by-Step Training
Setup and Your First Post
Editable Social Media Post Library — Four Real Estate Categories
Select General Residential, Luxury Real Estate, Rental or Commercial; each includes 14 editable examples. The branded downloadable image always includes the official primary company logo. Add an optional agent or team photo and secondary team logo. Achieve Realty remains identified as the brokerage. These are educational starting points, not brokerage-approved advertisements. Verify content, applicable disclosures, permissions and platform rules before publishing.
Agent Contact Information
Complete the information to appear in your post. Websites may be entered with or without http://, https://, or www. The completed post will use a clickable https:// link where supported.
Optional AI Spelling, Grammar & Content Review
Use Copy Your Post for AI Review above, then open ChatGPT, Gemini, or Claude and paste. The review instructions are included automatically. Return only the corrected post text below.
Facebook Groups
Achieve Realty University · Social Media Marketing Center · Step-by-Step Training
Setup and Your First Post
Editable Social Media Post Library — Four Real Estate Categories
Select General Residential, Luxury Real Estate, Rental or Commercial; each includes 14 editable examples. The branded downloadable image always includes the official primary company logo. Add an optional agent or team photo and secondary team logo. Achieve Realty remains identified as the brokerage. These are educational starting points, not brokerage-approved advertisements. Verify content, applicable disclosures, permissions and platform rules before publishing.
Agent Contact Information
Complete the information to appear in your post. Websites may be entered with or without http://, https://, or www. The completed post will use a clickable https:// link where supported.
Optional AI Spelling, Grammar & Content Review
Use Copy Your Post for AI Review above, then open ChatGPT, Gemini, or Claude and paste. The review instructions are included automatically. Return only the corrected post text below.
Achieve Realty University · Social Media Marketing Center · Step-by-Step Training
Setup and Your First Post
Editable Social Media Post Library — Four Real Estate Categories
Select General Residential, Luxury Real Estate, Rental or Commercial; each includes 14 editable examples. The branded downloadable image always includes the official primary company logo. Add an optional agent or team photo and secondary team logo. Achieve Realty remains identified as the brokerage. These are educational starting points, not brokerage-approved advertisements. Verify content, applicable disclosures, permissions and platform rules before publishing.
Agent Contact Information
Complete the information to appear in your post. Websites may be entered with or without http://, https://, or www. The completed post will use a clickable https:// link where supported.
Optional AI Spelling, Grammar & Content Review
Use Copy Your Post for AI Review above, then open ChatGPT, Gemini, or Claude and paste. The review instructions are included automatically. Return only the corrected post text below.
Achieve Realty University · Social Media Marketing Center · Step-by-Step Training
Setup and Your First Post
Editable Social Media Post Library — Four Real Estate Categories
Select General Residential, Luxury Real Estate, Rental or Commercial; each includes 14 editable examples. The branded downloadable image always includes the official primary company logo. Add an optional agent or team photo and secondary team logo. Achieve Realty remains identified as the brokerage. These are educational starting points, not brokerage-approved advertisements. Verify content, applicable disclosures, permissions and platform rules before publishing.
Agent Contact Information
Complete the information to appear in your post. Websites may be entered with or without http://, https://, or www. The completed post will use a clickable https:// link where supported.
Optional AI Spelling, Grammar & Content Review
Use Copy Your Post for AI Review above, then open ChatGPT, Gemini, or Claude and paste. The review instructions are included automatically. Return only the corrected post text below.
TikTok
Achieve Realty University · Social Media Marketing Center · Step-by-Step Training
Setup and Your First Post
Editable Social Media Post Library — Four Real Estate Categories
Select General Residential, Luxury Real Estate, Rental or Commercial; each includes 14 editable examples. The branded downloadable image always includes the official primary company logo. Add an optional agent or team photo and secondary team logo. Achieve Realty remains identified as the brokerage. These are educational starting points, not brokerage-approved advertisements. Verify content, applicable disclosures, permissions and platform rules before publishing.
Agent Contact Information
Complete the information to appear in your post. Websites may be entered with or without http://, https://, or www. The completed post will use a clickable https:// link where supported.
Optional AI Spelling, Grammar & Content Review
Use Copy Your Post for AI Review above, then open ChatGPT, Gemini, or Claude and paste. The review instructions are included automatically. Return only the corrected post text below.
Google Business Profile
Achieve Realty University · Social Media Marketing Center · Step-by-Step Training
Setup and Your First Post
Editable Social Media Post Library — Four Real Estate Categories
Select General Residential, Luxury Real Estate, Rental or Commercial; each includes 14 editable examples. The branded downloadable image always includes the official primary company logo. Add an optional agent or team photo and secondary team logo. Achieve Realty remains identified as the brokerage. These are educational starting points, not brokerage-approved advertisements. Verify content, applicable disclosures, permissions and platform rules before publishing.
Agent Contact Information
Complete the information to appear in your post. Websites may be entered with or without http://, https://, or www. The completed post will use a clickable https:// link where supported.
Optional AI Spelling, Grammar & Content Review
Use Copy Your Post for AI Review above, then open ChatGPT, Gemini, or Claude and paste. The review instructions are included automatically. Return only the corrected post text below.
YouTube
Achieve Realty University · Social Media Marketing Center · Step-by-Step Training
Setup and Your First Post
Editable Social Media Post Library — Four Real Estate Categories
Select General Residential, Luxury Real Estate, Rental or Commercial; each includes 14 editable examples. The branded downloadable image always includes the official primary company logo. Add an optional agent or team photo and secondary team logo. Achieve Realty remains identified as the brokerage. These are educational starting points, not brokerage-approved advertisements. Verify content, applicable disclosures, permissions and platform rules before publishing.
Agent Contact Information
Complete the information to appear in your post. Websites may be entered with or without http://, https://, or www. The completed post will use a clickable https:// link where supported.
Optional AI Spelling, Grammar & Content Review
Use Copy Your Post for AI Review above, then open ChatGPT, Gemini, or Claude and paste. The review instructions are included automatically. Return only the corrected post text below.
Agent Toolbox
Achieve marketing systems, AI resources, prospecting, research, productivity tools, forms and other business-building resources in one place.
AI Marketing Assistant
Use this as your primary Achieve marketing workspace for social media, personal branding, marketing plans, community content, email, farming, listing launches, open houses, video and luxury marketing. Each module opens an internal Achieve template or checklist for the agent to complete inside the University.
Marketing Tools & Agent Resources
Achieve Realty resources, lead-generation systems, marketing tools and external business platforms in one consolidated section.
Social Media Marketing Center
Start here for social media training and compliant posting guidance, with direct pathways to existing Achieve campaign templates and platform tools. Detailed lessons remain in development.
Achieve Forms
Achieve Realty forms for agents and sales associates.
County Property & Public Tax Records
Florida and New Jersey county property, assessment, tax and recorded land-record resources organized by state.
USPS Bulk Mail Instructions
Open Achieve Realty bulk-mail resources, including the Naples permit indicia and official USPS permit-imprint instructions.
Achieve Realty Agent Roster
Search the official Achieve Realty agent roster by name, email or cell phone. Available to all registered University users; view-only.
Achieve Agent & Office Directory
Achieve Realty offices, affiliated services and internal contact resources.
AppFiles.com
Access Achieve Realty's transaction and document workflow platform for paperless files, forms, storage and collaboration.
Lead Generation Center
Open Achieve Realty's complete lead-generation systems, prospecting guides, Master Action Plan and Achieve CRM workspace.
Local Boards & MLS Associations
Local REALTOR® boards and MLS organizations serving Achieve Realty's Florida and New Jersey markets, including Bright MLS.
Achieve Net Sheet, Mortgage & Title Calculators
Mortgage payment estimates plus Buyer & Seller Closing Cost Worksheets, Seller Net Sheets, Title Rate Calculators and additional Citizens Title Agency resources.
Prospecting Letters & Email Templates
180 editable prospecting campaigns available as branded mail letters and matching email templates, organized by audience and campaign type.
ShowingTime
Showing scheduling and feedback tools for real estate professionals.
Ultimate Open House Guide
A complete open-house system covering planning, promotion, property preparation, execution, lead capture and follow-up.
External Agent Toolbox Resources
Prospecting, property research, productivity, forms and other external agent resources.
Achieve Net Sheet, Mortgage & Title Calculators
Practical mortgage, title and closing resources for Achieve Realty agents working with buyers and sellers.
Citizens Title Agency — Closing Cost & Title Tools
Access Buyer & Seller Closing Cost Worksheets, Seller Net Sheets, Title Rate Calculators and additional title resources. New users and guests can register through Citizens Title Agency.
Mortgage & Monthly Payment Calculator
Estimate principal and interest plus common monthly housing costs. Enter the actual or estimated taxes, insurance, association fees and mortgage insurance for the property.
Estimate only. This calculator is for real estate planning and discussion purposes and is not a Loan Estimate, lending commitment, title quote or closing disclosure. Property taxes, homeowners and flood insurance, HOA/condominium charges, mortgage insurance, interest rates and lender requirements vary by property, borrower, loan program and location. Verify final figures with the applicable lender, insurer, association, taxing authority and title/settlement provider.
Local Boards & MLS Associations
Local REALTOR® boards and MLS organizations serving Achieve Realty's Florida and New Jersey markets.
MLS Login
Quick access to the MLS systems most commonly used across Achieve Realty's Florida and New Jersey markets.
SWFLAMLS.com
Southwest Florida MLS information and access.
MIAAOR — Marco Multi List / MLS
Direct Marco Multi List / MLS login.
Miami-Dade MLS
Miami-Dade MLS login through the Miami REALTORS® Solid Earth portal.
South Jersey Shore Regional MLS — Paragon
Paragon MLS login for South Jersey Shore Regional MLS access.
Bright MLS
Bright MLS subscriber login and MLS access.
BEAR Member Login
Bonita Springs-Estero REALTORS® member login and account access.
Florida Gulf Coast MLS
Direct Florida Gulf Coast MLS Clareity login.
Local Boards
Atlantic City & County Board of REALTORS®
Board home page for Atlantic County-area membership, education and REALTOR® resources.
BEAR — Bonita Springs-Estero REALTORS®
Bonita Springs–Estero REALTOR® association membership, education and member resources.
Bright MLS
Mid-Atlantic MLS serving real estate professionals across the region, with subscriber tools, market data and MLS access.
Florida Gulf Coast MLS / RPCRA
MLS resources serving Lee, Collier and Hendry counties through RPCRA / Florida Gulf Coast MLS.
MIAAOR — Marco Island Area Association of REALTORS®
Marco Island REALTOR® association membership, education and local resources.
Miami REALTORS®
Miami REALTORS® association resources, education, advocacy, market information and member services.
NABOR — Naples Area Board of REALTORS®
Naples REALTOR® association membership, education, market data and member resources.
Royal Palm Coast REALTOR® Association (RPCRA)
REALTOR® association serving Lee and Hendry counties with education, advocacy and member resources.
South Jersey Shore Regional MLS — Paragon
Paragon MLS access used by Atlantic City & County Board members.
Email Marketing Platforms
Email campaign, automation, audience-management and marketing platforms agents can evaluate for database nurturing, newsletters, follow-up and client communication.
ActiveCampaign
Email marketing, CRM, segmentation and marketing-automation tools.
Brevo
Email marketing, automation, transactional messaging, CRM and campaign tools.
Constant Contact
Email campaigns, contact management, automation and marketing communication tools.
GetResponse
Email marketing, automation, landing pages, webinars and campaign tools.
HubSpot Marketing Hub
Email marketing, lead nurturing, forms, automation, CRM-connected campaigns and analytics.
Keeping Current Matters
Real estate content, market insights, email-ready resources and marketing materials agents can use to educate and stay in touch with clients and prospects.
Klaviyo
Email and SMS marketing automation, segmentation and customer-journey tools.
MailerLite
Email campaigns, automation, landing pages, forms and subscriber-management tools.
Mailchimp
Email campaigns, audience segmentation, automations, landing pages and marketing tools.
Listing Enhancement Tools
Creative, video, floor-plan, photo enhancement and virtual-staging resources agents can use to strengthen listing presentation and property marketing.
Adobe Express
Create social graphics, flyers, short videos and listing marketing pieces.
BombBomb
Create and send video messages for prospect, client and listing communication.
BoxBrownie
Real estate photo editing, image enhancement, floor plans and virtual staging.
Canva
Create listing presentations, flyers, social graphics, brochures and other marketing materials.
CapCut
Edit listing, property-tour and social-media videos across browser, desktop and mobile.
CubiCasa
Create floor plans from smartphone property scans for listing presentation and marketing.
Edensign
AI-powered virtual staging and listing-image enhancement, including multi-angle staging.
Loom
Record quick screen and camera videos for listing explanations, client communication and marketing.
Matterport
Create immersive 3D property tours and digital twins for listing presentation and property marketing.
PadStyler
Virtual staging, AI remodeling, 3D rendering and other property-visualization services.
Styldod
Virtual staging, object removal, image enhancement and other real estate media services.
VirtualStaging.com
Professional virtual staging for vacant property photos.
VirtualStaging.AI
AI-powered virtual staging and item removal for listing photos.
National Coaching Platforms
National real estate coaching, training, accountability, sales, leadership and team-scaling programs agents can evaluate based on their business goals and preferred coaching style.
Agent Coaching & Production Platforms
Buffini & Company
Relationship-driven, referral-focused database mastery designed to build consistent business without cold calling.
Club Wealth
Tiered coaching programs that track production metrics and scale mid-tier agents into team leaders.
Craig Proctor Seminars
A direct-response consumer marketing system focused on generating inbound leads so agents can avoid prospecting.
Glover U
Led by active field agents, specializing in listing conversion, live role-playing, and strict schedule discipline.
Kevin Ward (YesMasters)
Focused deeply on presentation mechanics, objection handling scripts, and developing a strong sales mindset.
Mike Ferry Organization
Rigorous accountability and traditional script mastery centered on cold calling, expired listings, and FSBOs.
Ninja Selling
A non-transactional, value-first approach teaching agents to build deep relationships within their community without aggressive closing tactics.
Sherri Johnson Coaching
Income acceleration programs focused on building sales pipelines and breaking into luxury markets.
Tim and Julie Harris
Actionable, step-by-step daily blueprints offered via accessible, budget-friendly tiers.
Tom Ferry International
Tech-forward strategies, digital marketing, and video lead generation for agents aiming for hyper-growth and media authority.
Systems, Leadership & Team Scaling Specialists
Icenhower Coaching & Consulting (ICC)
Heavy systems documentation and operational playbooks for top producers and brokers looking to structure a team.
Jon Cheplak (Cheplak Live)
Leadership development focusing exclusively on team recruitment, retention, and scaling strategies for independent brokers and mega-teams.
Workman Success Systems
High-level backend operations, standard operating procedures, and frameworks built to create highly profitable, self-sustaining real estate teams.
National & State Realtor Associations
National and state REALTOR® association resources for professional development, forms, legal and industry information, market data, member benefits and business tools.
Florida Realtors
Florida association resources including forms, education, legal information, market research, advocacy and member benefits.
National Association of REALTORS® (NAR)
National member resources, consumer guides, market statistics, benefits, professional development, business tools and industry information.
NJ REALTORS®
New Jersey association resources including education, forms, legal and industry information, advocacy and member services.
National Post Card Platforms
National real estate postcard, farming and direct-mail platforms agents can evaluate for MLS-integrated listing mailers, neighborhood farming, sphere outreach and print marketing campaigns.
Boomerang DM
Client engagement specialist. Focuses on maximizing recipient retention by creating postcards that include valid gift cards or discount offers for local businesses to keep your brand on the fridge.
Corefact
MLS-integrated campaigns. Best known for interactive market-update postcards featuring unique home-valuation lead-generation technology to convert physical mail into digital tracking leads.
Market Leader
All-in-one CRM and MLS sync. Integrates direct-mail postcard workflows directly into a broader real estate CRM system, allowing agents to combine print and digital marketing campaigns.
MLSMailings
Fully MLS-integrated. A completely hands-free automation service built explicitly to track MLS changes, select neighbor mailing lists, and prepare postcards, giving you a 24-hour review email before they go out.
PostcardMania
Omni-channel direct mail. Designed for high-volume campaigns, this service coordinates physical mail drops with digital ad targeting across Google, Facebook, and Instagram to the exact same list.
ProspectsPLUS!
Real-estate-focused platform. Packed with specialized target lists (renters, FSBOs, expired listings, absentee owners) and rapid printing turnarounds for targeted neighborhood farming.
PsPrint
Premium commercial printer. Provides high-end paper stocks and luxury printing options with bi-coastal manufacturing facilities for quick nationwide shipping of custom real estate designs.
QuantumDigital
Fully MLS-integrated. Features a TriggerMarketing system that pulls property details from your MLS listing updates to instantly format and send Just Listed or Just Sold cards to the closest radius of homes.
VistaPrint
High-volume DIY general printer. Perfect for realtors who want budget-friendly bulk options, total creative freedom over design uploads, or access to basic pre-made real estate templates.
Wise Pelican
MLS-integrated design tool. Allows you to input a listing ID directly into their online editor to immediately populate property specifications, pricing, and high-resolution images, with easy polygon list mapping.
Prospecting Letters & Email Templates
Use one library of 180 prospecting templates for both printed mail and email. Customize the message once, then either print the branded letter or send it by email from the same template.
Shared Prospecting Profile
These details are saved on this device and reused throughout the prospecting library. Printed letters use the profile automatically. For email, the optional Achieve University signature is off by default so agents who already have a signature programmed into their email account do not get a duplicate signature.
Prospecting Templates
180 editable prospecting templates. Each template can be printed as a branded one-page letter or used as an email with a subject line, copy controls and an Open Email App action. An Achieve University email signature can be turned on from the Shared Prospecting Profile when needed.
Prospecting Letters & Email Templates
180 editable prospecting templates. Use any template as a branded one-page printed letter or as an email from the same message.
Prospecting Templates
Editable, expandable, print-ready and email-ready prospecting templates.
Professional Development
Advance your real estate career through national designations, specialty certifications and a structured weekly skills-practice program.
NAR Designations & Certifications
Includes ABR®, CRS, GREEN, GRI™, SRS, SRES®, AHWD™, HFR™, MRP™, PSA™, RENE, RSPS™, SFR®, e-PRO®, C-RETS, CIPS™, CRB and other NAR credentials for residential, brokerage, international, negotiation, pricing, technology and specialty practice.
The Institute for Luxury Home Marketing
Luxury-home education and credentials including Certified Luxury Home Marketing Specialist™ (CLHMS™) and GUILD™ recognition.
REALTORS® Land Institute
Land-focused education and the Accredited Land Consultant (ALC) designation for residential, commercial, farm, ranch, recreational and development land specialists.
CCIM Institute
Commercial investment education and the Certified Commercial Investment Member (CCIM) designation for investment, development and commercial real estate professionals.
SIOR
Society of Industrial and Office REALTORS® designation and education for qualifying industrial and office commercial real estate specialists.
IREM Certifications
Property-management credentials including Certified Property Manager® (CPM®), Accredited Residential Manager® (ARM®), and Accredited Commercial Manager® (ACoM®).
NARPM® Designations & Certifications
Residential property-management credentials including Residential Management Professional (RMP®), Master Property Manager (MPM®), and Certified Residential Management Company (CRMC®).
The Counselors of Real Estate®
Information about the CRE® credential for experienced real estate counselors and advisors working across commercial, land, investment and complex real-property assignments.
Weekly Skills Practice
A practical weekly coaching cadence for scripts, role play, objection handling, contracts, negotiation, technology and market knowledge.
Weekly Skills Practice
Build confidence and consistency through a repeatable weekly practice rhythm. Check off each activity as you complete it. Your progress is saved on this device so you can return and continue later.
Monday — Scripts & Conversations
Practice one core conversation: sphere/database, new lead, expired, FSBO, open house, buyer consultation or listing appointment.
Tuesday — Objections & Negotiation
Practice handling common objections and negotiation situations with calm, concise responses.
Wednesday — Contracts & Transaction Knowledge
Strengthen your ability to explain forms, milestones and transaction issues clearly and accurately.
Thursday — Technology & Systems
Improve one workflow in CRM, MLS, transaction management, marketing, AI, lead follow-up or database organization.
Friday — Market Knowledge & Presentation
Practice translating market activity into useful client conversations.
30-Minute Practice Format
Use this structure whenever you want a focused practice session.
Weekly Scorecard
Use the scorecard to confirm that practice is turning into consistent habits.
Monthly Skill Rotation
Rotate your emphasis so all major production skills receive focused attention.
Practice Standards
Use these standards to keep practice realistic and useful.
Ultimate Open House Guide — Master Checklist
A fillable, start-to-finish working checklist for planning, promoting, executing and following up on a professional open house. Save your progress on this device, print a clean copy, and resume later.
1. Strategy & Goals — 7 to 10 Days Before
2. Property & Seller Preparation — 5 to 7 Days Before
3. Marketing Launch — 5 to 7 Days Before
4. Prospecting Around the Open House — 3 to 5 Days Before
5. Materials, Signage & Technology — 1 to 2 Days Before
6. Final Confirmation — Day Before
7. Setup — 30 to 45 Minutes Before
8. Guest Experience — During the Open House
9. Lead Capture & Qualification
10. Conversion Opportunities
11. Close-Down Procedure
12. Seller Report — Same Day
13. Follow-Up — Same Day to 24 Hours
14. Follow-Up — 2 to 7 Days
15. Post-Event Scorecard
16. Safety, Fair Housing & Professional Standards
Open House Notes
Real Estate Schools Continuing Education
Select a state to view the current real estate school and continuing-education resources.
Florida Real Estate Schools Continuing Education
Florida classroom, livestream and online real estate education providers. Visit each school for current licensing, post-licensing and continuing-education offerings.
AceableAgent
Online Florida pre-licensing, post-licensing and continuing education.
Bert Rodgers Schools of Real Estate
Florida real estate licensing, post-licensing and continuing education.
Colibri Real Estate
Online Florida real estate licensing and continuing education.
Ed Klopfer Schools of Real Estate
Florida classroom, virtual, on-demand and online real estate licensing and continuing education.
Florida Pro Real Estate Academy
Florida real estate licensing education with self-paced online programs and exam preparation.
Florida Real Estate Learning Center
Live online Florida real estate licensing and post-licensing classes.
Florida Real Estate School
Online Florida licensing, post-licensing and continuing education.
Gold Coast Schools
Florida classroom, livestream and online real estate education.
Larson Educational Services
Naples, Fort Myers, livestream and online real estate licensing and continuing education.
The Institute for Luxury Home Marketing
Luxury real estate training, membership and designation education, including live, livestream and online options.
The CE Shop
Online Florida pre-licensing, post-licensing and continuing education.
360training Agent Campus
Online Florida real estate licensing and continuing education.
New Jersey Real Estate Schools Continuing Education
New Jersey licensed real estate schools and education providers. Visit each school for current classroom, online, broker and continuing-education offerings.
Academy for Real Estate Careers
New Jersey real estate licensing and broker education.
Atlantic Cape Community College
Continuing education and real estate coursework in southern New Jersey.
Atlantic County School of Professional Education
South Jersey real estate licensing and professional education.
Bergen Community College
Real estate education through Bergen Community College Continuing Education.
Brookdale Community College
New Jersey continuing education and real estate coursework.
Elite Advantage Real Estate Academy
New Jersey real estate pre-license education with online and in-person class options.
Garden State Real Estate Academy
New Jersey sales and broker real estate education.
NJ Real Estate Licensing School
New Jersey real estate licensing education.
NJ Real Estate School
New Jersey real estate licensing education with online course options.
The Institute for Luxury Home Marketing
Luxury real estate training, membership and designation education, including live, livestream and online options.
The Professional School of Business
New Jersey real estate licensing, broker and professional education.
The Real Estate School, LLC
New Jersey real estate licensing education serving Cherry Hill and online students.
CRM & Lead Generation Tools
CRM, lead-generation, prospecting, referral, portal and digital marketing companies for real estate professionals.
ActiveRain
Real estate community, blogging and networking platform.
BatchLeads
Property data, lead generation, list building and real estate prospecting platform.
BoldTrail
Real estate CRM, lead generation, websites, marketing and brokerage technology platform.
CINC
Real estate lead generation, IDX website and CRM platform.
Cole Information
Prospecting data and neighborhood contact information for real estate professionals.
Espresso Agent
Seller lead generation, prospecting data, dialer and CRM platform.
Fello
Database marketing, seller intelligence and lead-conversion platform for real estate professionals.
Follow Up Boss
Real estate CRM for lead routing, follow-up, communications and team workflows.
HomeLight
Agent referral and consumer-matching platform.
Homes.com
Agent advertising, membership and lead-generation resources.
Landvoice
Expired, FSBO and prospecting data with lead-generation tools for agents.
Lone Wolf
Real estate software platform with CRM, lead, transaction and brokerage technology solutions.
Market Leader
Real estate lead generation, CRM and marketing tools.
Mojo Dialer
Power dialer, lead management and prospecting platform for real estate professionals.
Movoto
Real estate portal and agent lead-generation platform.
MoxiWorks
Real estate productivity, CRM, marketing and brokerage technology.
PropertyRadar
Property and owner data, prospecting lists and marketing tools for real estate professionals.
PropStream
Real estate property data, prospecting, lead generation and investor/agent research platform.
Real Geeks
IDX websites, CRM and lead-generation tools for real estate agents.
RealEstateAPI
Property data and real estate API platform for lead generation and data enrichment.
Realtor.com PRO Resources
Professional tools and resources for real estate agents.
Rechat
Real estate CRM, marketing, transaction and brokerage productivity platform.
Redfin
Redfin Partner Agent referral program.
REDX
Seller lead generation, prospecting data and dialer tools for real estate agents.
RPR
REALTORS Property Resource® provides property data, market reports, neighborhood information and client-facing reports for NAR members.
Sierra Interactive
Real estate websites, CRM and lead-generation platform.
SmartZip
Predictive seller lead generation and geographic farming tools.
SOLD.com
Agent referral and consumer-matching network.
Top Producer
Real estate CRM, follow-up and marketing platform.
Trulia
Agent profile and exposure through the Zillow/Trulia network.
UpNest
Agent referral marketplace and consumer-matching service.
Vulcan7
Seller lead data, prospecting dialer and real estate CRM platform.
Wise Agent
Real estate CRM for contact management, transactions, marketing and follow-up.
Ylopo
Real estate digital marketing, lead generation and AI nurture platform.
Zillow Premier Agent
Zillow advertising and lead-generation program for agents.
County Property & Public Tax Records
Select Florida or New Jersey to open that state’s county property, assessment, tax and recorded land-record resources.
Achieve Forms
Search or select an Achieve Realty form. Forms are displayed alphabetically.
Agent Connect
Running Achieve Realty alerts, opportunities and office communication.
Agent / Guest Help & Instructions
Browse the guidance below, or use Search the University in the top navigation.
Using Achieve Realty University
Use the top quick links or the alphabetized University Departments on Home to move between resources. External Visit links open in the same browser tab so your browser Back control can return you to the University.
Creating, Saving and Reopening a Business Plan
- Open Business Plan. A new blank form opens by default.
- Complete as much or as little as you want.
- Signed-in Achieve Agents can choose Save to My Account and select In Progress or Completed.
- Use My Saved Business Plans to reopen a partial or completed plan from any device after signing in.
- Use Print / Save as PDF for a clean printable copy.
Using Agent Connect
Guests may read current Agent Connect posts by opening the Message Board. Signed-in Achieve Agents, Admins and the Owner can create a new post directly on the Message Board with a category, message and optional expiration date. Never post confidential client information, financial data, passwords, lockbox/access codes or other sensitive information.
Opening Forms, Documents and Resources
Open the appropriate University department and select the resource. Office-added Agent resources appear on their assigned category page. Use Open / Download to save a copy to your device when available.
Browse the instructions above, or use Search the University in the top navigation.
Message Board
Latest Achieve Realty Agent Connect posts, opportunities and office alerts.
Posts are shown with pinned notices first, followed by the newest posts. All posts automatically delete 30 days after they are created.
Office/Admin
Authorized Achieve Realty office resources.
Office / Admin Help & Instructions
Search Owner/Admin operating instructions without leaving this page.
Type a word or phrase above, such as “upload,” “Admin access,” “Agent Connect,” or “Visit links.”
Sales Associate Compensation Statement — v2 Revision
Approved office-use v2 Sales Associate Compensation Statement.
University Content Manager
Create University categories and upload forms, documents, spreadsheets, images and other resources without editing the site code.
Account Access
Office/Admin tools are available only to signed-in users with Owner or Admin permission.
Achieve Realty Agent Roster
Official University roster. Achieve Agent account registration is matched to these email addresses. Account Status shows whether the agent has created a University account.
| Agent | Cell Phone | Account Status | University Role | |
|---|---|---|---|---|
| Roster not loaded. | ||||
Guest User Recruiting Grid
Private Owner/Admin recruiting workspace. Every Guest account appears automatically. Recruiting status, follow-up date and notes are internal only and are not visible to the Guest.
| Guest | Phone | Registered | Last Sign-In | Status | Follow-Up | Recruiting Notes | Action |
|---|---|---|---|---|---|---|---|
| Guest recruiting grid not loaded. | |||||||
Office Master Roll Up
Agent-submitted compensation statements appear here automatically. Submitted versions are preserved; revisions appear as new linked records. Owner/Admin may mark records Processed or reopen them.
| Agent | Submitted | Status | Revision | Closing Date | Property | Gross Commission | Referral | Deductions | Credits | Net Compensation | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| No submissions loaded. | |||||||||||
Manage Categories
Create a new department/category. It will automatically appear on the University home page and become available for uploads.
Manage Visit Links
Edit existing Visit destinations, change link labels, move links to another University category, disable a link, or add a new external resource. Changes are stored separately from the site code and remain in effect after future deployments.
Manage Achieve Vendor & Service Directory
Create vendor categories and add, edit or remove individual providers. Categories and providers display alphabetically in the Achieve Vendor & Service Directory. Each category supports up to five provider entries per state.
Upload & Publish
Upload a resource, choose where it belongs in Achieve Realty University, and control whether agents can see it. Choose Achieve Forms to publish a new form into the Agent Toolbox; Achieve Forms are displayed alphabetically.
Uploaded Resources
Enter Office/Admin to load uploaded resources.
Agent Business Plan
A fillable, numbers-driven annual plan that turns last year’s results into this year’s production, marketing and daily activity goals.
Agent Business Plans
Create a blank plan or continue one previously saved to your account.
AI Business & Marketing Coach
Have the AI Coach review the Business Plan currently on screen for alignment, gaps and practical productivity improvements. The review makes recommendations only; it does not change your Business Plan.
Monthly allowance: one new full Business Plan assessment per signed-in agent per calendar month. Your saved review remains available throughout the month and does not use your separate daily Business & Marketing Coach assessment.
1. Agent Information
2. Last Year’s Results
3. This Year’s Goals
Start with a growth percentage based on last year, or enter your own revenue goal. The plan recalculates the production needed.
4. Lead Generation & Conversion Plan
Where My Business Will Come From
5. Listing Business Plan
6. Buyer Business Plan
7. Sphere, Database & Referral Plan
8. Marketing & Prospecting Plan
9. Marketing & Business Budget
10. Recommended Daily Success Schedule
Use this as a starting schedule. Every line is editable so you can adapt it to your business and market.
11. Weekly Activity Scorecard
12. 30 / 60 / 90-Day Action Plan
13. Quarterly Review
14. Annual Priorities & Commitment
New Agent Launch
ORIENTATION
Get EstablishedGet set up, organize your business, learn the systems and start prospecting right away.
PRODUCTION
Build ConsistencyCreate a consistent lead-generation schedule, follow up and build your pipeline.
GROWTH
Measure & GrowReview your results, refine your plan and prepare for the next 90 days of success.
30-Day Checklist — Orientation
Get established, connected and prospecting.
Complete Achieve onboarding
Confirm brokerage paperwork, office information, key contacts and required company procedures.
Review the current Achieve Realty Office Policy Manual, including brokerage compliance policies and procedures.
Activate MLS & REALTOR® access
Complete association/MLS membership, login, showing and lockbox access applicable to your market.
Set up professional profiles
Complete your agent bio, headshot, contact information and professional profiles consistently.
Complete Achieve technology setup
Complete the Achieve Technology checklist below for CRM, AppFile training, company email, website/IDX and assigned systems.
Review the Brand Center
Download only approved logos and follow Achieve brand standards in your marketing.
Build your database
Import contacts and classify sphere, prospects, referral partners and priority follow-up.
Make your sphere announcement
Personally tell your network that you are building your real estate business with Achieve Realty.
Complete your business plan
Set income, closing, appointment and lead-generation goals in the Achieve Business Planner.
Establish weekly prospecting blocks
Put protected lead-generation and follow-up time on your calendar.
Practice core conversations
Practice buyer consultation, listing, sphere, open-house and objection-handling conversations.
Begin active prospecting
Start conversations now through your sphere, database, open houses and selected prospecting channels.
Schedule your 30-day review
Review setup completion, activity, early opportunities and any support or training you need.
Achieve Technology
Schedule AppFile Training
Schedule training for Achieve Realty's AppFile transaction and document workflow.
Activate/Modify CRM
Activate your assigned CRM or modify the existing profile, settings, routing and follow-up setup as needed.
Confirm Company Email
Confirm access to company email and the correct signature/contact information.
Confirm Website / IDX
Confirm website, IDX search, agent profile and lead-capture settings.
Notes
Add dated notes over time without replacing earlier entries.
AI Business & Marketing Coach — 30-Day Onboarding Review
Review this milestone's completed checklist and dated Notes, then receive focused productivity guidance and next-step recommendations. One full AI review is available for this milestone per agent.
Social Media Business Suite
Direct access to the major social platforms used for agent marketing, business profiles, video and professional networking.
Need instructions before posting?
ACESocial by RISMedia
Real-estate-focused social media content and marketing resources.
Facebook
Access your Facebook account and business presence.
Facebook Groups
Find and participate in neighborhood, community and professional groups. Respect each group’s rules before posting.
Google Business Profile
Manage your verified business listing, local presence, updates and reviews. Use the brokerage-approved business information.
Instagram
Access Instagram for agent branding, property marketing and social engagement.
LinkedIn
Access LinkedIn for professional networking, business visibility and referral relationships.
TikTok
Access TikTok for short-form video marketing and audience engagement.
YouTube
Access YouTube for property videos, market updates and agent video content.