Real Estate Agent Templates, Marketing Material & On-Demand Training

One-of-a-kind marketing materials and training tools...
"how-to" videos included in 
most items.

Created by a Real Estate Agent, 
for Real Estate Agents!

rebecca coates

Created by a Real Estate Agent, for Real Estate Agents!

rebecca coates

Below You Can "Pick & Choose" What Your Business  May Need.

Agent Fundamentals

Prep Your Business for Success In 2022!

Prep Your Business for A Successful 2022!

Agent Fundamentals

Prep Your Business for A Successful 2022!

Structuring & Branding Your Business

When you start with the right structure from the beginning, regular monthly sales are doable --


Get started by building your foundation today.

The Setup Your Foundation...

  • Structuring Your Business
  • Branded Domains & Email Setup
  • ​Agent Career Resources

Goals, Time, Routines & Income Options

With this "Goal Setting Exercise" you can get a better understanding of establishing  and setting your goals. Use the "Agent Goal Setting Sheet" to input and track those goals. I've also provided a "sample" goal setting session to help get you started. 

  • Goal Setting & Accountability Spreadsheet
  • Time Management Challenge
  • Dollar Producing Daily Routines

Business Sales Tracker & Additional Income Opportunities

The first step in growth is knowing where you want to be (goals) and knowing where you are currently, (tracking). 

  • Business Tracking Spreadsheet
  • ​​Additional Realtor Income Opportunities

Facebook | Instagram Intro Ads

Chances are you have used the boost option on your business page and the results where either zero leads or terrible results. You have to have a direct call to action with easy to access ways for the consumer to receive the value proposition you are offering. I show you exactly how to do this to create leads that you can convert into sales. 

  • Boosting Facebook & Instragram Ads

$37

What People Are Saying...

Structuring & Branding Your Business

Most agents think the way to jump starting their business is to pay for leads immediately. That's incorrect, you need to first
create a professional image to compete in today's real estate industry. 

  • Structuring Your Business
  • Logo Templates/HowTo
  • Branded Domains & Email Setup
  • ​Agent Career Resources

$7

Goals, Time, Routines & Income Options

With this "Goal Setting Exercise" you get a better understanding of establishing goals and setting your goals. Use the "Agent Goal Setting Sheet" to input and track those goals. I've also provided a "sample" goal setting session to help get you started. 

  • Goal Setting & Accountability Spreadsheet
  • Time Management Challenge
  • Dollar Producing Daily Routines
  • ​Additional Realtor Income Opportunities

$12

Business Sales Tracker & Additional Income Opportunities

The first step in growth is knowing where you want to be (goals) and knowing where you are currently, (tracking). 

  • Business Tracking Spreadsheet
  • (FREE) Realtor Apps & Software

$17

What People Are Saying...

Buyer Agent Suite

Be The Best "Buyer Agent" You Can Be...

Buyer Agent Suite

Be The Best "Buyer Agent" You Can Be...

Buyer (Lead) Presentations

A buyer presentation is just what you need to stand out and to engage potential buyer clients and show them why they need you.
You get a professional buyer presentation but you will also get a (Lead) presentation for customers that haven't yet come your client.
What's Included:

  • Buyer Agent Lead Presentations
  • ​ Buyer Client Presentation 

Buyer FREE Lead Generation Techniques

No lead generation strategy is complete without at least some form of direction. That said, agents networking for leads need to identify their target “audience,” namely people who are looking to buy a home. Once you have narrowed (1st time buyer, move up buyer, downsizing buyer, retiring buyer,etc...) your focus, it’ll be a lot easier to generate leads. Learn how to generate buyer leads for free, until you have additional marketing budget for paid advertisement.

What's Included: 

  • Buyer Lead Generation Without Paid Ads
  • ​Successful Agent Daily Routines
  • ​How To Convert Buyer Leads
  • ​Swipe Email Files To Send Leads
  • ​Step by Step Video Training 

Buyer Leads - Messenger Template

Realtors can now instantly qualify leads directly through the bot and ask them specific questions. This allows them to get vital information about their lead without any human interaction. It allows them to use the chatbot to do all the heavy lifting in the beginning and then follow up with their lead with this information in hand! This process puts Realtors who use this method miles ahead of Agents who rely on other outdated methods.
You will get a complete "Buyer Lead" Messenger Chatbot system. All you have to do is add your personal contact information. Full instructional video provided.

Install this fully functioning messenger chatbot and customize with your information. 

  • Buyer Messenger Lead Chatbots Template
  • ​Multiple Messenger Chat Flows
  • ​How To Video To Setup and Manage
  • ​Email Followup Drip Files

More Happy Agents...

Facebook | Instagram Intro Ads

Chances are you have used the boost option on your business page and the results where either zero leads or terrible results. You have to have a direct call to action with easy to access ways for the consumer to receive the value proposition you are offering. I show you exactly how to do this to create leads that you can convert into sales. 

  • Boosting Facebook & Instragram Ads

$37

Buyer (Lead) Presentations

A buyer presentation is just what you need to stand out and to engage potential buyer clients and show them why they need you. 

You get a professional buyer presentation but you will also get a (Lead) presentation for customers that haven't yet come your client. 

What's Included:

  • Buyer Agent Presentations: 1 for a buyer client and 1 for a buyer lead
  • Custom Buyer Agent Loyalty Agreement

$27

Buyer FREE Lead Generation Techniques

No lead generation strategy is complete without at least some form of direction. That said, agents networking for leads need to identify their target “audience,” namely people who are looking to buy a home. Once you have narrowed your focus, it’ll be a lot easier to generate leads. Learn how to generate buyer leads for free, until you have additional marketing market for paid advertisement.

What's Included: 

  • Buyer Lead Generation Ads
  • ​How To Convert Buyer Leads
  • ​Swipe Email Files To Send Leads 

$27

Buyer Leads - Messenger Template

Realtors can now instantly qualify leads directly through the bot and ask them specific questions. This allows them to get vital information about their lead without any human interaction. It allows them to use the chatbot to do all the heavy lifting in the beginning and then follow up with their lead with this information in hand! This process puts Realtors who use this method miles ahead of Agents who rely on other outdated methods.
You will get a complete "Buyer Lead" Messenger Chatbot system. All you have to do and is your personal contact information. Full instructional video provided.

  • Buyer Messenger Lead Chatbots Template
  • ​Multiple Messenger Chat Flows
  • ​How To Video To Setup and Manage
  • ​Email Followup Drip Files

$37

More Happy Agents...

Seller Agent Suite

How To Compete To Win The Listing...

Seller Agent Suite

How To Compete To 
Win The Listing...

Seller Presentations

While a listing presentation can simply be a conversation with a homeowner, the best prepared and most successful agents include documents to demonstrate their expertise, build trust and win the listing.

Instant download, Real Estate Marketing, Realtor Listing Presentation, Editable in Canva.

What's included:
* Pre-List Presentation
* Listing Presentation Outline
* Listing Presentation

Seller FREE Lead Gen

The buyer side and listing side are so close when it comes marketing. I'll show you how to create and post content and then boost that ad using social media. 
I've also included the FREE Website training video because the process is the same, you will just switch out the ad copy I provide for seller leads.
  • Seller Lead Ad Copy, Swipe File
  • ​Where and How To Post
  • How To Setup A Lead Follow-up with Swipe File Resources

Seller Referral Leads

Real estate referrals are a common practice in the real estate business, especially when you are a new agent.
This is a great way to receive sellers leads without having to pay upfront for a lead.
Full training video and supporting documents in this purchase.

  • Seller In-Market Leads
  • ​How To Setup Accounts
  • ​Step by Step Process To Get The Lead First

FSBO & Expired Opportunities

FSBO and Expired listings are probably 2 of the hardest types of business to win, especially for a newer agent. Usually the very seasoned and top producing agents have these markets locked up. 

Here are some resources if you want to make these niches a part of your business. 

  • Resources & How To's

Seller Leads - Messenger Template

Messenger Chatbots are the single greatest asset a Real Estate Agent or a Brokerage can use to drive leads and market their business. It is so targeted and so precise and it drives a user experience that your leads and future clients actually want to use. The best part about it is that it’s not just another tool, it’s something you can already use in conjunction with your website and marketing platforms.

  • Seller Messenger Lead Chatbots Template 

Home Listing Process

In my opinion this is the hardest job as a real estate agent and too many take on listings without the skills and professionalism the sellers are paying for. 
Being a listing agent is a big responsibility. One you should not take lightly. 
I've included at the very minimal what a listing agent SHOULD be doing for the money and home seller is paying them to do.

  • Listing Checklists
  • Listing Marketing
  • Inventory Spreadsheet
  • Email Drip Sequence

Unique Open House Process

Unique real estate open house ideas can be the key to a successful property showing and subsequent sales. Whether you’re planning an open house or preparing for a busy selling season, it’s important for your properties to shine. Make an impact by advertising your open house, prepping the house, and following up with potential buyers using todays technology. 

  • Strategy How To Video
  • Custom Flyer
  • Unique Messenger QR Chatbot
  • Lead Capture

Facebook | Instagram Intro Ads

Chances are you have used the boost option on your business page and the results where either zero leads or terrible results. You have to have a direct call to action with easy to access ways for the consumer to receive the value proposition you are offering. I show you exactly how to do this to create leads that you can convert into sales. 

  • Boosting Facebook & Instragram Ads

$37

Seller Presentations

While a listing presentation can simply be a conversation with a homeowner, the best prepared and most successful agents include documents to demonstrate their expertise, build trust and win the listing.

Instant download, Real Estate Marketing, Realtor Listing Presentation, Editable in Canva.

What's included:
* Pre-List Presentation
* Listing Presentation Outline
* Listing Presentation

$17

Seller FREE Lead Gen

The buyer side and listing side are so close when it comes marketing. I'll show you how to create and post content and then boost that ad using social media. 
I've also included the FREE Website training video because the process is the same, you will just switch out the ad copy I provide for seller leads.
  • Seller Lead Ad Copy, Swipe File
  • ​Where and How To Post
  • How To Setup A Lead Follow-up with Swipe File Resources

$37

Seller Referral Leads

Real estate referrals are a common practice in the real estate business, especially when you are a new agent.
This is a great way to receive sellers leads without having to pay upfront for a lead.
Full training video and supporting documents in this purchase.

  • Seller In-Market Leads
  • ​How To Setup Accounts
  • ​Step by Step Process To Get The Lead First

$9

FSBO & Expired Opportunities

FSBO and Expired listings are probably 2 of the hardest types of business to win, especially for a newer agent. Usually the very seasoned and top producing agents have these markets locked up. 

Here are some resources if you want to make these niches a part of your business. 

  • Resources & How To's

$9

Seller Leads - Messenger Template

Messenger Chatbots are the single greatest asset a Real Estate Agent or a Brokerage can use to drive leads and market their business. It is so targeted and so precise and it drives a user experience that your leads and future clients actually want to use. The best part about it is that it’s not just another tool, it’s something you can already use in conjunction with your website and marketing platforms.

  • Seller Messenger Lead Chatbots Template 

$47

New Listing Process

In my opinion this is the hardest job as a real estate agent and too many take on listings without the skills and professionalism the sellers are paying for. 
Being a listing agent is a big responsibility. One you should not take lightly. 
I've included at the very minimal what a listing agent SHOULD be doing for the money and home seller is paying them to do.

  • Listing Checklists
  • Listing Marketing
  • Inventory Spreadsheet
  • Email Drip

$37

Unique Open House Process

Unique real estate open house ideas can be the key to a successful property showing and subsequent sales. Whether you’re planning an open house or preparing for a busy selling season, it’s important for your properties to shine. Make an impact by advertising your open house, prepping the house, and following up with potential buyers using todays technology. 

  • Strategy How To Video
  • Custom Flyer
  • Unique Messenger QR Chatbot
  • Lead Capture

$17

Beginner Lead 
Generation Training

Learn How To Really Make Social Media Ads Work For Your Business...

Facebook | Instagram Intro Ads

Chances are you have used the boost option on your business page and the results where either zero leads or terrible results. You have to have a direct call to action with easy to access ways for the consumer to receive the value proposition you are offering. I show you exactly how to do this to create leads that you can convert into sales. 

  • Boosting Facebook & Instragram Ads

$37

Facebook | Instagram Intro Ads

Chances are you have used the boost option on your business page and the results where either zero leads or terrible results. You have to have a direct call to action with easy to access ways for the consumer to receive the value proposition you are offering. I show you exactly how to do this to create leads that you can convert into sales. 

  • Boosting Facebook & Instragram Ads

$37

Real Estate Agent
 Master Lead Gen Training

Beginner Lead Generation Training

Learn How To Really Make Social Media Ads Work For Your Business...

Facebook | Instagram Intro Ads

Chances are you have used the boost option on your business page and the results where either zero leads,terrible results or you couldn't get the ad approved. You have to have a direct call to action with easy to access ways for the consumer to receive the value proposition you are offering. I show you exactly how to do this to create leads that you can convert into sales. 

  • Boosting Facebook & Instragram Ads

$17

Real Estate Agent
 Master Lead Gen Material & Video Training

Facebook Multiple Ad Types For Leads 

This training will show you how most lead generation companies run ads to generate both buyer and sellers leads that they sell back to realtors. 
We will get your business manager account setup and ready for effective ads. 

 
(For Buyers and Sellers)

  • Facebook Manager Setup
  • Custom Lead Managing Spreadsheet
  • Campaign Structures
  • Audiences
  • ​Buyer & Seller Leads

Detailed Re-Targeting Ads and How To's

Once you have your data collected and audiences created, you can start building your re-targeting campaign. Keep in mind that these people have already visited your site so they are familiar with your brand and do not need a “Company 101” message. I'll show you how to have a perfectly planned strategy.

  • How To Target URL Traffic
  • Re-Capture Their Attention
  • Effective Response Times
  • How To Offer Outstanding Value

How To Convert 
Online Leads 

While quick follow-up is key, keeping things casual is also critical. Many of these potential buyers and sellers are just doing their homework and a hard sell will turn them off. Your online leads are probably also your competitors’ online leads, so you need to set yourself apart.Nobody will convert every online lead, but with a consistent follow-up strategy in place some of these leads will become lifelong clients.

  • Lead Labeling System
  • Pre-qualification Questions
  • Lead Scripts
  • Lead Objections
  • ​Email Drip

Video Testimonials...

Contracts & The Pending Process

Learn How To Negotiate With Other Agents and Manage the Pending Process For Your Clients

Facebook Multiple Ad Types For Leads 

This training will show you how most lead generation companies run ads to generate both buyer and sellers leads that they sell back to realtors. 
We will get your business manager account setup and ready for effective ads. 

 
(For Buyers and Sellers)

  • Facebook Manager Setup
  • Custom Lead Managing Spreadsheet
  • Campaign Structures
  • Audiences
  • ​Buyer & Seller Leads

$97

Detailed Re-Targeting Ads and How To's

Once you have your data collected and audiences created, you can start building your re-targeting campaign. Keep in mind that these people have already visited your site so they are familiar with your brand and do not need a “Company 101” message. I'll show you how to have a perfectly planned strategy.

  • How To Target URL Traffic
  • Re-Capture Their Attention
  • Effective Response Times
  • Offer Outstanding Value

$79

How To Convert 
Online Leads 

While quick follow-up is key, keeping things casual is also critical. Many of these potential buyers and sellers are just doing their homework and a hard sell will turn them off. Your online leads are probably also your competitors’ online leads, so you need to set yourself apart.Nobody will convert every online lead, but with a consistent follow-up strategy in place some of these leads will become lifelong clients.

  • Lead Labeling System
  • Pre-qualification Questions
  • Lead Scripts
  • Lead Objections
  • ​Email Drip

$37

Contracts & The Pending Process

Learn How To Negotiate With Other Agents and Manage the Pending Process For Your Clients

Contract Negotiation

As a real estate agent, your income is determined by your ability to close the deal. To successfully master the art of real estate negotiations, you’ll want to find the most creative and powerful negotiation strategies. Finding clients is only the first step in the real estate process. The next important step is negotiating with the other side. To help you prepare, we’ve put together some advice on how to handle real estate negotiations, including key strategies that will help you close the deal.

$7

Pending Contract Management & Closed Client Process 

Real Estate Agents, especially new ones, are on a steep learning curve through their first few transactions. Training tends to focus on getting clients and getting a signed agreement, and much less on everything it takes to get to and through the settlement table. Understanding the basics of the closing process ahead of time can eliminate a lot of stress for you and your clients.
Closings are happy occasions for buyers and sellers, although getting to the closing table can be stressful. Real estate agents facilitate this process and make sure both parties have completed any unfinished business prior to signing closing documents. They help with scheduling the time and day that the settlement will take place. This process will help you create your own system and give you guidelines to follow and have a better understanding of the process. 
Buyer and seller closings are very different, you need to know how each side works to best serve your client.

Buyer  Pending Process & Database Management

$37

Seller  Pending Process & Database Management

$37

Video Testimonials From Happy Agents

Contract Negotiation

As a real estate agent, your income is determined by your ability to close the deal. To successfully master the art of real estate negotiations, you’ll want to find the most creative and powerful negotiation strategies. Finding clients is only the first step in the real estate process. The next important step is negotiating with the other side. To help you prepare, we’ve put together some advice on how to handle real estate negotiations, including key strategies that will help you close the deal.

$27

Pending Contract Management & Closed Client Process 

Real Estate Agents, especially new ones, are on a steep learning curve through their first few transactions. Training tends to focus on getting clients and getting a signed agreement, and much less on everything it takes to get to and through the settlement table. Understanding the basics of the closing process ahead of time can eliminate a lot of stress for you and your clients.
Closings are happy occasions for buyers and sellers, although getting to the closing table can be stressful. Real estate agents facilitate this process and make sure both parties have completed any unfinished business prior to signing closing documents. They help with scheduling the time and day that the settlement will take place. This process will help you create your own system and give you guidelines to follow and have a better understanding of the process. 
Buyer and seller closings are very different, you need to know how each side works to best serve your client.

Buyer  Side Pending Process &
Database Management

$37

Seller  Side Pending Process &
Database Management

$37

Real Estate Marketing 

If You Need A Logo, Website or Social Media Posts, etc...

Real Estate Marketing 

If You Need A Logo, Website or Social Media Posts, etc...

Real Estate Agent Logos

This is template logo created in Canva and is easily accessible and editable. 

Simply take my template and edit to your liking, then download. 

  • Logo Template
  • ​Change Colors, Fonts or Layout
  • ​Download As Transparent and use

Below is Just 1 Sample

Custom Agent Website 

Do you need a website? This is a website I created and used. In this purchase come with multiple perks, including a messenger chat feature. 

This can be customized also to your needs, if needed. 

I'll also explain to you how to partner with lenders, title attorneys, inspectors etc and how it benefits all parties. 

You get a 14 day free trail on the host site. 

Below is Just 1 Sample

Social Media Posts 

You will get multiple social media sites monthly posts that you can copy, edit and post across your platforms.

  • Facebook Business Page
  • Instagram
  • Pinterest
  • TikTok

Agent Brand Boards

You will get multiple social media sites monthly posts that you can copy, edit and post across your platforms.

$5

$299

$17

$37

Real Estate Agent Logos

This is template logo created in Canva and is easily accessible and editable. 

Simply take my template and edit to your liking, then download. 

  • Logo Template
  • ​Change Colors, Fonts or Layout
  • ​Download As Transparent and use

Below is Just 1 Sample

$5

Custom Agent Website 

Do you need a website? This is a website I created and used. In this purchase come with multiple perks, including a messenger chat feature. 

This can be customized also to your needs, if needed. 

I'll also explain to you how to partner with lenders, title attorneys, inspectors etc and how it benefits all parties. 

You get a 14 day free trail on the host site. 

Below is Just 1 Sample

$299

Social Media Posts 

You will get multiple social media sites monthly posts that you can copy, edit and post across your platforms.

  • Facebook Business Page
  • Instagram
  • Pinterest
  • TikTok

$17

Agent Brand Boards

You will get multiple social media sites monthly posts that you can copy, edit and post across your platforms.

$37

A Lil About Me...

Rebecca Coates, Owner

Now Offering "Done For You" Services! Click below for more information. 

Rebecca Coates Broker/Owner of Omni Groves Properties and 3CR Digital Marketing brings a unique flavor of entrepreneurial style to thrive in today's highly competitive environment. Rebecca is a successful real estate broker, online marketing strategist and business consultant. She has served as director on the Livingston Board of Realtors of Louisiana and received multiple awards for her real estate accomplishments. She has been coached by some of the top names in both the Real Estate and Marketing industries including, Corcoran Coaching and Consulting, Lars Hedenborg, Owner of Real Estate B School and Julie Stoian,Digital Marketing and Expert Coach.
After becoming a Realtor in 2006 and struggling herself for several years, Rebecca knew that thriving in business today meant conquering the online world. In today’s technological age, if you aren’t online and bringing extreme value to your clients, you will get passed up by someone who is. They specialize in auditing your online presence and building a custom social media automated marketing suite, that will allow your business to grow. 
Rebecca Coates Broker/Owner of Omni Groves Properties and 3CR Digital Marketing brings a unique flavor of entrepreneurial style to thrive in today's highly competitive environment. Rebecca is a successful real estate broker, online marketing strategist and business consultant. The current owner and managing broker of a Louisiana boutique brokerage herself, Rebecca comes with extensive training and knowledge. She has served as director on the Livingston Board of Realtors and received multiple awards for her real estate accomplishments. She has been coached by some of the top names in both the Real Estate and Marketing industries including, Corcoran Coaching and Consulting, Lars Hedenborg, Owner of Real Estate B School and Julie Stoian,Digital Marketing and Expert Coach.

A Lil About Me...

Rebecca Coates Broker/Owner of Omni Groves Properties and 3CR Digital Marketing brings a unique flavor of entrepreneurial style to thrive in today's highly competitive environment. Rebecca is a successful real estate broker, online marketing strategist and business consultant. She has served as director on the Livingston Board of Realtors of Louisiana and received multiple awards for her real estate accomplishments. She has been coached by some of the top names in both the Real Estate and Marketing industries including, Corcoran Coaching and Consulting, Lars Hedenborg, Owner of Real Estate B School and Julie Stoian,Digital Marketing and Expert Coach.
After becoming a Realtor in 2006 and struggling herself for several years, Rebecca knew that thriving in business today meant conquering the online world. In today’s technological age, if you aren’t online and bringing extreme value to your clients, you will get passed up by someone who is. They specialize in auditing your online presence and building a custom social media automated marketing suite, that will allow your business to grow. 
After becoming a Realtor in 2006 and struggling herself for several years, Rebecca knew that thriving in business today meant conquering the online world. In today’s technological age, if you aren’t online and bringing extreme value to your clients, you will get passed up by someone who is. They specialize in auditing your online presence and building a custom social media automated marketing suite, that will allow your business to grow. 
This website uses cookies to ensure that you get the best experience.
FOR SUPPORT ISSUES OR QUESTIONS, PLEASE EMAIL US AT Rebecca@3crdigitalmarketing.com
Copyright © 2022 • 3CR Digital Marketing  • All Rights Reserved • 
This site is not affiliated with or endorsed by Facebook™ in any way. Facebook™ is a trademark of Facebook™ Inc.