BAThe Agent System
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Program library

Three courses.
One complete system.

01

Systems & Processes

Organize your phone, computer, files, deals, expenses, communication and everyday workflows.

5 modules · 27 lessonsView course
Module 01

Foundation

Start with the essential setup behind an organized real estate business.

3 lessons
02
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Inside My Phone: The SetupMembers onlyLocked
03
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Inside My Computer: The SetupMembers onlyLocked
Module 02

Organization

Build the file, deal, expense, calendar and communication systems that keep the business under control.

6 lessons
04
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Inside My Google Drive: The SetupMembers onlyLocked
05
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Inside My Google Drive: Tracking Business ExpensesMembers onlyLocked
06
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Inside My Google Drive: Deal Tracker & InvoicesMembers onlyLocked
07
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Inside My Emails: The Setup, Templates, & LabelsMembers onlyLocked
08
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Inside My Google Calendar: The SetupMembers onlyLocked
09
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Inside My Google Keep: The SetupMembers onlyLocked
Module 03

Tools & Apps

Use practical tools to communicate faster, manage documents and prepare offers more efficiently.

6 lessons
10
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Text Replacements & Clipboard: Save HoursMembers onlyLocked
11
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Whispr Flow: Stop Typing, Start TalkingMembers onlyLocked
12
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DocuHub: Handling PDFs EasierMembers onlyLocked
13
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iLovePDF: Merging & Organizing Documents (Live Example)Members onlyLocked
14
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NotebookLM: Turn Documents Into PodcastsMembers onlyLocked
15
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Fast Offers & Fast Listings: Write in MinutesMembers onlyLocked
Module 04

AI Setup

Set up the AI tools used throughout the program.

2 lessons
16
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ChatGPT: The SetupMembers onlyLocked
17
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Claude Cowork & Skills: The SetupMembers onlyLocked
Module 05

Claude Skills

Use Claude skills to complete repeatable real estate workflows.

10 lessons
18
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Save MLS PhotosMembers onlyLocked
19
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Listing DescriptionsMembers onlyLocked
20
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Leads to CRMMembers onlyLocked
21
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Automatic Follow UpMembers onlyLocked
22
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Draft Offers/Pre OffersMembers onlyLocked
23
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Tenant AnalyzerMembers onlyLocked
24
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Buyer readiness analysisMembers onlyLocked
25
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Expense ReceiptsMembers onlyLocked
26
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Bi-weekly NewsletterMembers onlyLocked
27
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Full CMAMembers onlyLocked
02

CRM Setup and Follow Up Systems

Build a complete CRM with tags, stages, smart lists, templates, action plans and automations.

5 modules · 16 lessonsView course
Module 01

CRM Foundation

Understand the CRM and build a clean foundation before adding advanced follow-up systems.

6 lessons
02
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Why I Use Follow Up BossMembers onlyLocked
03
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Follow Up Boss: The Full TourMembers onlyLocked
04
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Adding a Dummy Contact from Start to FinishMembers onlyLocked
05
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How to Import Your ContactsMembers onlyLocked
06
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Do This Before Continuing: One-Time Claude SetupMembers onlyLocked
Module 02

Stages & Tags

Organize every lead and client so you always know where they are in your process.

3 lessons
07
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How Stages & Tags WorkMembers onlyLocked
08
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Creating Your StagesMembers onlyLocked
09
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Creating Your TagsMembers onlyLocked
Module 03

Smart Lists & Deals

Build the views that surface the right follow-ups and keep active transactions visible.

2 lessons
10
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My Complete Smart List SetupMembers onlyLocked
11
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The Deals Tab: Walkthrough & SetupMembers onlyLocked
Module 04

Email & Text Templates

Load your repeatable communication into Follow Up Boss so you can respond quickly and consistently.

2 lessons
12
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My Email Templates: Walkthrough and ImportMembers onlyLocked
13
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My Text Templates: Walkthrough and ImportMembers onlyLocked
Module 05

Action Plans & Automations

Connect templates and timing into follow-up systems that keep working after the first conversation.

3 lessons
14
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How Action Plans & Automations WorkMembers onlyLocked
15
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Automations: Walkthrough & SetupMembers onlyLocked
16
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What to Do Next?Members onlyLocked
03

Rentals A to Z

I built my real estate business through rentals. Learn the repeatable process used to create consistent monthly deal opportunities from qualification through closing and follow up.

6 modules · 34 lessonsView course
Module 01

Why Rentals & the Seven Pillars

Understand why rentals create immediate income, future buyers and a repeatable business foundation.

4 lessons
01
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The Philosophy of Rentals: Quick Cash, Future Buyers & the Long-Term PlayMembers onlyLocked
02
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Why Most Agents Only Complete Two or Three Rentals a MonthMembers onlyLocked
03
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The Three Levels: Your Roadmap for This CourseMembers onlyLocked
04
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The Seven Pillars: Your Daily Rental Bible (Downloadable PDF)Members onlyLocked
Module 02

Rental Fundamentals

Build the complete tenant workflow from qualification and documents through offers, move-in and follow-up.

8 lessons
05
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Understanding the Tenant’s Criteria: Location, Beds, Baths, Parking, Move-In Date, Budget & Must-HavesMembers onlyLocked
06
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The Documents Every Tenant Needs & How to Organize Them ProperlyMembers onlyLocked
07
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My Rental CRM Setup: Stages, Tags, Background Information & NotesMembers onlyLocked
08
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How I Plan and Book My Showings (Live Demonstration)Members onlyLocked
09
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Rental Offers vs. Pre-Offers: What They Are and When to Use EachMembers onlyLocked
10
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How I Write a Rental Offer Quickly Using Fast Offers (Live Demonstration)Members onlyLocked
11
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The Offer Was Accepted: Deposits, Documents, Keys & the Move-In ProcessMembers onlyLocked
12
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My Simple Daily Tenant Follow-Up and Document Collection SystemMembers onlyLocked
Module 03

Lead Generation for $0

Generate rental leads without paid advertising and move them into an organized follow-up process.

6 lessons
13
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The Rental Formula: Generate Leads, Convert Leads & Close RentalsMembers onlyLocked
14
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Zero-Dollar Marketing: Finding Listings and Getting Permission to AdvertiseMembers onlyLocked
15
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Creating an Ongoing Listing Pipeline Through Realm and Listing AgentsMembers onlyLocked
16
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Posting Rentals on Facebook Marketplace, Facebook Groups, Rentals.ca & ZumperMembers onlyLocked
17
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My Tenant Scripts: What to Say When a New Lead Messages YouMembers onlyLocked
18
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Leads to CRM: Importing and Automating New Leads in Follow Up BossMembers onlyLocked
Module 04

Level 1 — The Yes Man

Learn the hands-on Level 1 process for responding quickly, showing properties and writing offers.

4 lessons
19
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Level 1 Philosophy: Say Yes to Everything and Learn Through ExperienceMembers onlyLocked
20
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The Message Comes In: Getting the Lead to a Showing QuicklyMembers onlyLocked
21
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How to Run a Successful Showing: Lockboxes, Buildings, Tenants & Client ConversationsMembers onlyLocked
22
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After the Showing: Following Up, Collecting Documents & Moving Toward an OfferMembers onlyLocked
Module 05

Level 2 — Search Setup & Controlled Showings

Control the search with MLS onboarding, focused lists and efficient multi-property showing days.

5 lessons
23
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Level 2 Philosophy: Stop Running Around and Start Controlling the SearchMembers onlyLocked
24
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The Rebuttal: Let Me Send You a Full List So We Can See a Few in One DayMembers onlyLocked
25
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The Phone Call and Onboarding: Setting the Tenant Up on MLS (Live Example)Members onlyLocked
26
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Shaving the List: Getting the Tenant Down to Their Top Five PropertiesMembers onlyLocked
27
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The Optional Next Step: Asking for Documents Before Booking the ShowingsMembers onlyLocked
Module 06

Level 3 — Full Pre-Offers

Use structured pre-offers and follow-up systems to qualify tenants before investing time in showings.

7 lessons
28
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Level 3 Philosophy: Force Onboarding, Texting & Pre-OffersMembers onlyLocked
29
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Sending Properties First: No Call, No Showing and Only TextMembers onlyLocked
30
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My Automatic Pre-Offer System Using ClaudeMembers onlyLocked
31
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My Complete Follow-Up Sequence With Tenants and Listing Agents (Live Demonstration)Members onlyLocked
32
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Organizing Pre-Offer Responses: Approved, Rejected and WaitingMembers onlyLocked
33
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The Pre-Offer Was Approved: From Showing to the Final Rental OfferMembers onlyLocked
34
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A Day in the Life: My Complete Rental System From the First Task to the LastMembers onlyLocked

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