Goal Planner & Analysis

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Agent Assist Goal Planner and Analysis – Sample Preview

Agent Assist Goal Planner and Analysis

9 Responses to “Goal Planner & Analysis”

  1. Michael G

    How do you use this Agent Assist Goal Planner and Analysis – Sample Preview? I understood it was free from todays webinar.

    Reply
    • bandersohn
    • bandersohn

      If the sample is currently in use by another user, then access is obviously restricted. It would be impossible to have multiple users accessing and using the same spreadsheet without causing each other grief. Thanks for your patience and understanding. There are usually multiple people trying to access the sample everyday all day, just fyi.

      Reply
  2. Linda Saldivar

    I am trying to use the goal planner I thought it was free

    Reply
    • bandersohn

      Hi Linda – The sample I shared in the demo is free to play with, (unless someone is currently using it) and creating a spreadsheet in Excel on your own is free too. To download the program does require a small donation as required by law and to get around the RESPA violation that the title company had to address when it was free.

      Reply
  3. Antwoin barrett

    I’m having trouble downloading the goal planner.

    Reply
    • bandersohn

      Once your payment is submitted and approved, you should receive a redirect to the download page. If not due to firewalls and computer security settings etc, we send out an email with a link to the download page and the required password for access.

      Reply
  4. Leona

    Could someone please help me to understand what the *4 means or comes from in the formula at Appts. Needed To Goal for Year: =SUM(C29-(G19*4))

    Reply
    • bandersohn

      That’s one of our ancient secret formula’s that can only be shared privately over a bottle of 1999 Napa CAB.

      Reply

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