Real Estate Agent Business Plan Template

Written by Dave Lavinsky

Real Estate Agent Company Overview


Who is Barbara Brooks, Real Estate Agent?

Barbara Brooks is a newly established real estate agent located in Malibu, California. Barbara Brooks will primarily service first-time home buyer clients in Malibu and the surrounding communities. She offers home-buying, home-selling, mortgage, title, and appraisal services. Barbara’s personality, customer service, market knowledge, and realtor expertise will set her up for success in the competitive Malibu real estate industry.


Barbara Brooks, Real Estate Agent History

Barbara Brooks is a recent graduate of UCLA and The Realty Academy in Woodland Hills, California. Now that she is fully licensed, Barbara is looking to start her business as a real estate professional. She has been shadowing another local senior real estate agent to learn his tactics, contacts, and processes.

Since incorporation, Barbara Brooks, Real Estate Agent has achieved the following milestones:

  • Obtained her license to sell real estate in the State of California
  • Located a small office space to be the physical location of her real estate office
  • Began networking and making contacts for local mortgage loan officers, appraisers, and title companies
  • Met with a local marketing company to design her website, social media accounts, and business cards

Barbara Brooks, Real Estate Agent, Services

The following will be the services Barbara Brooks, Real Estate Agent, will provide:

  • Buyer’s agent
  • Seller’s agent
  • First time home buyer
  • Condos/townhomes
  • Foreclosed properties
  • Luxury properties
  • New construction
  • Property management
  • Relocation
  • Rentals