Once Purchased, You’ll Receive a Receipt with Your Download Link
NOTE: Program Requires Microsoft Excel or Google Sheets

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We’re giving it away at $99.95 $39.95

Real Estate Industry’s #1 Goals & Financial Planner
“The most practical application and easiest program to use in the Industry.”

“Agent Assist is a straightforward application that has allowed me to not only create a road map to obtain my goals, it has allowed me to track my business in ways that have built wealth beyond my imagination. By tracking my sales in Agent Assist, I now know where to invest my marketing dollars for the very best returns. Agent Assist is a MUST HAVE tool if youโ€™re in Real Estate!

MaryAnne Culpepper โ€“ Coldwell Banker


Real Estate Goals Made Easy | REALTOOLS For REALTORS

November 15, 2011 at 7:49 am

[…] then breaking it down to daily contacts and tasks. After viewing this short video, get a copy of Agent Assist and simplify everything he explains in the […]

Defining Your Goals and Business Plan | Agent Assist

November 26, 2011 at 7:16 am

[…] Main menu Skip to primary content Skip to secondary content HomeAbout UsAgent Assist 5.0BrochureDownloadDownload HereFeaturesSampleTestimonials707 646-1876 […]

Sac Herms

August 9, 2012 at 11:58 am

I think you have noted some very interesting details , thankyou for the post.


December 31, 2013 at 4:07 pm



    December 20, 2017 at 11:17 am

    Does this program work with excel on a Mac computer? Pls advise.


      December 20, 2017 at 9:53 pm

      Hi Christine – it should work on a Mac or PC in fact it also works on Google drive sheets As well.


      January 14, 2020 at 6:26 pm

      absolutely ๐Ÿ™‚

Goals, Actions, Time, and Productivity | Agent Goal Planner

January 2, 2014 at 4:00 pm

[…] Buy […]

Real Estate Financial Goal Planner | Agent Goal Planner

January 12, 2014 at 9:33 am

[…] Buy […]

Real Estate Financial Goal Planning | Agent Goal Planner

January 2, 2016 at 10:16 pm

[…] Buy […]

Monica Takabayashi

April 29, 2016 at 5:11 pm

I made payment but cannot download, redirected to a page that requires a password which I dont have.


    April 29, 2016 at 6:03 pm

    The email with password and link was rejected by your server. Please check your spam folder… In the meantime we’ll send you out a backup email just in case. Please let us know you did receive your copy of Agent Goal Planner. Thank you.

Donnel Milam

July 5, 2016 at 11:14 am

I also made payment and cannot download–also redirected to a page that requires a password which I don’t have. Not in spam.

Donnel Milam

July 5, 2016 at 11:29 am

Found the password. All good. Thanks!!

Deanna S.

August 16, 2016 at 7:55 pm

I made a payment and cannot download. I too have to enter a password but do not know what or where to get password.


    December 13, 2016 at 8:12 pm

    Once your payment is approved and accepted by Paypal, a link is suppose to be generated back to the site for download. We have contacted Paypal to confirm this and we also send a backup email with a link and password to download the application. It has been known in past purchases to take up to 4 hours before the link gets generated. We are working to get that resolved, the download should be instant once payment is received by Paypal. Thank you for reporting this, we’ll get it correct and appreciate your patience and support.


October 21, 2016 at 8:53 pm

Ordered and waiting on the email. Is it pretty instant?


    December 13, 2016 at 8:14 pm

    It can take a few minutes up to a few hours, we are working with Paypal to get that corrected. Thanks.


December 26, 2016 at 2:07 pm

I bought the Agent Assist spread sheet sometimes in 2010 or so, Do I have to buy the new version or I can get the update for free or less cost…
Also does the agent goal planner is the same system or is different from Agent Assist


    January 24, 2017 at 7:39 am

    RZ – there were a few updates and modifications but nothing major. You can update and download since you already made the purchase back in 2010. Let us know if you need any assistance or support. ๐Ÿ™‚

randeep Nanak

December 19, 2018 at 10:59 pm

I’ve a version of Agent Assist 5.0. But i’ts corrupted. Can I download a copy please advise.


    December 20, 2018 at 11:55 am

    You CAN use your original receipt and download instructions to redownload agent goal planner.

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