The complete operating system for running real estate files in Alberta — the checklists, the trigger map, the tracker, the compliance workflows and the email templates, in one package you own outright.
One time. The complete 2027 Edition, plus the next edition at the cohort discount when forms and rules change.
One time. No subscription, no per-file fee, no expiry. Yours to run on every file, forever.
Built for Alberta: AREA contracts, ESRA and FINTRAC, the CREB unlicensed-assistant model.
Ten modules, in the order a desk is actually built. Take the whole system, or start with the module your files need most.
One file, one record. How the desk is organized — inbox sweep, tracker, folders, calendar — and the daily, weekly and Monday-audit rhythm.
The Google Sheets workbook, formulas and dashboard logic intact: Transactions, Listings, Deadlines, Commissions, Archive. Copy it and run it.
Listing side, buyer side, closing, and the termination wind-down — the full Alberta set, in the order the work happens.
Every event and what it fires: acceptance, firm, closing, expiry, termination, lockbox pickup, the 30-day testimonial.
ESRA and FINTRAC completed before a listing goes live. FINTRAC identification, SkySlope batching, and the lawyer package, contents settled.
Introductions, the seller checklist email, lawyer covers, funds-and-keys routing, the testimonial ask — fill-in form, in a professional voice.
Serial-number records, the pickup reminder on the calendar, and the confirmation loop that closes the file.
The stats package assembled on rhythm: listing stats, market numbers, showing activity, and a one-page market overview for the property.
Folder structures, naming conventions, calendar architecture, and the 7 / 3 / 1-day deadline reminder pattern.
What an unlicensed assistant in Alberta can and cannot do — and the desk rules that protect the agent relationship.
Working for one or more agents and running files from memory, inboxes and sticky notes.
Setting up a desk in Alberta and wanting a proven system instead of a blank page.
Hiring or training an assistant, and handing them the whole operation on day one.
No lessons and no videos to finish. It is the working system itself — documents, checklists and templates you put on your own files the same day.
The system travels; the compliance modules do not. ESRA, FINTRAC and the CREB model are Alberta-specific, and they are the point.
The Playbook is editioned. The 2027 Edition is current for 2027; the next edition is offered to owners at a discount.
Join the founding cohort list and the $299 price is held for you at release. One email when it opens — nothing else.
One purchase, one download, one folder — organized the way the desk itself is organized. Copy the templates into your own Drive and start on the next file.
What to copy first, what to read first, and the order to build the desk in — one sitting, then one file at a time.
Guide · PDFFive tabs: Transactions · Listings · Deadlines · Commissions · Archive — with the dashboard and its formulas working.
Template · Google SheetsListing, buyer, closing and termination — every step, in order, with the Alberta documents named.
Pack · Google DocsNine templates: introductions, checklist requests, lawyer covers, funds and keys, the testimonial ask.
Pack · Google DocsA page from Module 04 — the Trigger Map:
| WHEN THIS HAPPENS | THE DESK DOES THIS |
|---|---|
| Offer accepted | Deadlines on the calendar · deposits tracked · inspection booked · one introduction to the other side |
| Deal goes firm | Package to the lawyer · walk-through coordinated · moving and possession checklists sent · file marked SOLD |
| Listing expires | Expiry on the calendar 28 and 15 days out · lockbox pickup set · renewal conversation ready for the agent |
| Closing day | Funds and keys confirmed · lockbox pickup on the calendar · testimonial set for 30 days out |
Checkout sends one email with the folder link. No account to create, nothing to install.
Google Sheets and Docs templates, PDFs for the guides. If your desk runs on Google, it runs today.
Dated and stamped. When AREA forms or CREB rules change, the next edition is offered to owners first, at a discount.
Internal mockup for Geneva — The Back Office Co. · Not published, not for distribution.