ADMIN: The Training Process for Real Estate Administrative Assistants

Quickly educate and empower yourself to own the administrative and transactional duties of your real estate business

Designed for all learning types

Video Training

In-depth professional video training on every module, presented by the author, Brian Icenhower.

Written Modules

Detailed and downloadable written modules with detailed graphics, scripts, spreadsheets, forms, and so much more.


Since real estate agents are always on the move, your training must be too. This course provides a professional downloadable audiobook.

Course curriculum

Enrollment includes access to the following course materials for 2 years

  • Module 1 Workbook: Introduction
  • Video: Communication Foundations
  • Get to know the DISC Profiles
  • Module 2 Workbook: Understanding Job Roles
  • Video: Job Roles for Admin Staff
  • The Solution Triangle
  • Module 3 Workbook: The Administrative Manager
  • Video: The Administrative Manager: Creating Structure
  • Sample Weekly Calendar
  • Active Listing – blank (fillable)
  • Sample Buyer Inventory
  • Daily Contact Form (fillable)
  • Sample Year-to-Date Check-Up Form 1
  • Sample Year-to-Date Check-Up Form 2
  • Lead Tracking Sheet (fillable)
  • Sample Pending Inventory Pipeline
  • Sample Dashboard 1
  • Sample Dashboard 2
  • Year-to-Date Check-Up Form (fillable)
  • Active & Pending Inventory Lists (fillable)
  • ICC Team Dashboard (fillable)
  • Module 4 Workbook: The Listing Manager
  • Video: The Listing Manager: From Listing to Contract
  • Listing and Pre-Listing Checklists
  • Listing to Contract Checklist
  • Pre-Listing Checklist
  • Seller Lead Sheet
  • Assistant’s First Call Checklist
  • Assistant’s First Call Checklist (fillable)
  • Defining Moments in Real Estate Transactions
  • Module 5 Workbook: The Transaction Coordinator
  • Video: The Transaction Coordinator: From Contract to Closing
  • Buyer-Seller Checklist
  • Active Listing – blank (fillable)
  • Buyer Closing Checklist
  • Buyer Inventory
  • Buyer Lead Sheet (fillable)
  • Listing Inventory
  • Pending Contracts – blank (fillable)
  • Pending Inventory Pipeline
  • Seller Closing Checklist
  • Buyer and Seller Checklists (fillable)
  • Module 6 Workbook: The Marketing Director
  • Video: The Marketing Director: Building your real estate business
  • Buyer Closing Checklist
  • Client Event Contact Plan
  • Listing to Contract Checklist
  • Script: Contacting past and existing clients
  • Pre-Listing Checklist
  • Seller Closing Checklist
  • Module 7 Workbook: Your Sphere of Influence
  • Video: Your Sphere of Influence
  • Team Scoreboard
  • Graphic: The SOI Core
  • Module 8 Workbook: Creating the Ultimate User Experience
  • Video: Creating the Ultimate User Experience
  • Policies and Procedures Handbook
  • First Day Welcome Orientation Checklist
  • First Quarter Checklist – Admin – alternate
  • Editable First Day Welcome Orientation Checklist
  • Module 9 Workbook: Conclusion
  • Video: Above and Beyond
  • Leader vs Manager
  • Production Growth Budget Schedule
  • Staff Self-Performance Appraisal
  • Sample Team Annual Business Plan
  • Editable Blank Business Plan
  • Editable Blank Action Steps
Admin: Administrative Systems for real estate administrative assistants

About this course

Immediate Takeaways

Here is what you can expect to gain from taking this online course.

Admin: Administrative Systems for real estate administrative assistants CAA

Certification & Designation Upon Completion

In this ICC online course, you will receive an official designation of “Certified Administrative Associate” or CAA upon completion, as well as a downloadable (and printable) Certificate of Completion. Add your designation seal, as well as your designation letters, to your email signature to bolster your reputation and show off your expertise to clients and colleagues alike.


"I use ICC systems, the Online Learning Center, and the coaching program to coach and train my team of over 30 agents. I use the ICC dashboard systems to keep my entire team accountable for their activities and set proper expectations."
Jake Rockwell
Over 500 Units Sold Annually
"I have coached with ICC for over five years. ICC has helped me quadruple my luxury business through marketing strategies so that I receive listings and sales through lead generation and multiple pillars of income."
soi audio workbook
Dennis Adelpour
Luxury Agent - West Los Angeles
"When we started coaching with ICC we worked all the time with some degree of success. Now, seven years later, we have grown to have the #1 market share in our area, we more than tripled our income and production, while also improving our work-life balance to enjoy our personal life with family and friends."
recruit audio workbook
Tammi Humphrey
#1 Market Share & 100 Million in Annual Sales Volume



Brian ​Icenhower.

Having someone back in the office helps agents amplify their sales potential. They can focus on generating business, following up on leads, conducting appointments, and writing offers/negotiating contracts -- all things that create more income. 

This 9-module course not only identifies the four key roles of a real estate assistant, but it also breaks down the precise workflows when serving as a listing manager, transaction coordinator, marketing director, and administrative manager. 

Whether you’re an agent learning how to train your assistant, an assistant looking for your own training process, or you’re both reading through these materials together, this course provides the explanations and concrete examples of best practices in real estate offices so you don’t have to.

Make administrative tasks easy.

Whether you’re an assistant or a solo agent, systematizing adminstrative processes will increase your efficiency. This course gives you the strategies, tools, and techniques to master administrative processes so your agents are free to focus on generating, nurturing, and converting leads.

Talk to a coach

If you’ve been considering hiring a coach, now’s the time. Book a FREE coaching consultation session with your purchase of this course!
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