Goal Planner & Analysis

Agent Assist Goal Planner and Analysis – Sample Preview

Agent Assist Goal Planner and Analysis

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

    • 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.

  2. 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))

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