Templates & Tools

Templates That Save You Hours

Professional templates, scripts and AI prompts for commercial agents. Included for members in the Member Vault.

Agent working with templates on a laptop
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Inside the library

Templates for every step of the deal

Offering memorandum (OM)

A clean OM layout ready for your listing.

Letter of intent (LOI)

Lease and purchase LOI templates.

Request for proposal (RFP)

Send professional RFPs to landlords.

Scripts

Cold calling and follow-up scripts.

AI prompt library

Prompts for listings, emails and analysis.

Checklists

Due diligence and transaction checklists.