Buyer and seller checklists help you track tasks, owners, deadlines and file notes, with dedicated tabs for amendments, addenda and collapsed deals where applicable.
Organize daily, weekly and monthly responsibilities with an editable assistant dashboard. Maintain a weekly pipeline report to highlight active files, upcoming deadlines and items needing attention.
Use 15 numbered email template sections for client welcomes, transaction updates, reminders and handovers, with buyer and seller versions where relevant. Replace the bracketed fields and confirm details before sending.
Built for Real-World Real Estate Administration
The Aligned Admin Assistant Toolkit brings together four editable resources for real estate assistants, transaction coordinators, agents and small teams: • Buyer Transaction Checklist with five stage tabs • Seller Transaction Checklist with eight stage tabs • Assistant Dashboard with daily, weekly and monthly tasks and a manually maintained weekly pipeline report • Assistant Templates with 15 numbered email sections, including buyer and seller versions where relevant Your purchase includes a downloadable How to Start PDF with direct links to three Google Sheets workbooks and one Google Docs template collection. Make your own copies and adapt them to your business, brokerage procedures and agent instructions. Keep the guide to revisit the source files. Your personal copies and downloaded files do not update automatically when a source changes. Includes use within the purchasing business, team or brokerage. Books, knowledge bases, hiring and onboarding toolkits, and course access are sold separately.
About Aligned Admin
Aligned Admin was created by Monique Cottrell, a real estate administrator with experience supporting agents and teams remotely and a background as a licensed Realtor. Its resources bring structure to transaction administration, recurring tasks and professional communication. The Assistant Toolkit reflects practical day-to-day workflows and is designed to be adapted to your business, brokerage requirements and the direction of the responsible licensed agent.
Ready to Bring Structure to Your Days?
Start with editable checklists, an assistant dashboard and professional email templates you can adapt to your business. Download the How to Start guide, make your own copies and build them into your daily workflow. Looking for structured assistant training? Explore the Aligned Admin: Real Estate Assistant Foundations and Operations Program to learn the workflows, professional boundaries and judgement behind effective administrative support. Course access is sold separately.
$749.00