ICT Online Course

ADMIN: The Training Process
for Real Estate Administrative Assistants

Master the systems and skills every real estate admin needs to support top agents and growing teams.

Training for key roles: Listing Manager, Transaction Coordinator, Office Administrator
Systems, checklists, and dashboards to streamline operations
Listing management from pre-listing through closing
Lead tracking and accountability tools
Strategies to free agents’ time for production
Downloadable forms, templates, and checklists

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Create Structure & Systems

Learn how to implement checklists, dashboards, and tracking tools that keep your agents and business organized.

Master the Admin Role

Gain step-by-step training for listing management, transaction coordination, and day-to-day operational support.

Boost Team Productivity

Understand how to free up agents’ time by streamlining processes, ensuring accountability, and driving efficiency across the office.

Designed for all learning types

Video Training

In-depth video training walking you through each module of the course, explaining the strategies, tips, and best practices for using Canva for real estate agents.

Written Workbook

Detailed and downloadable written workbook that provides you with a bullet point outline, summarized text, action steps, key takeaways, as well as space for taking notes.

Instructor Materials

Teach this course at your organization with the help of our downloadable presentation notes, presentation files, and Instructor's Manual.

Mergers & Acquisitions

Click to watch more about this real estate training course

Program curriculum

Enrollment includes access to the following course materials for 6 months.

Module 1: Introduction

Module 1 Workbook: Introduction
Video: Communication Foundations
Get to know the DISC Profiles

Module 2: Understanding Job Roles

Module 2 Workbook: Understanding Job Roles
Video: Job Roles for Admin Staff
The Solution Triangle

Module 3: The Administrative Manager

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: The Listing Manager

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: The Transaction Coordinator

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: The Marketing Director

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: Your Sphere of Influence

Module 7 Workbook: Your Sphere of Influence
Video: Your Sphere of Influence
Team Scoreboard
Graphic: The SOI Core

Module 8: Enhancing the Client Experience

Video: Enhancing the Client Experience
Defining Moments in Real Estate Transactions

Module 9: Managing Virtual Assistants & Remote Workers

Workbook: Managing Virtual Assistants & Remote Workers
Video: Managing Virtual Assistants & Remote Workers

Module 10: Creating the Ultimate Client Experience

Workbook: Creating the Ultimate Client 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 11: Conclusion

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

About this course

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Reviews

"I use ICT systems, the Icenhower Institute, and the coaching program to coach and train my team of over 30 agents. I use the ICT 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 ICT for over five years. ICT 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."

Dennis Adelpour

Luxury Agent - West Los Angeles

"When we started coaching with ICT 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."

Tammi Humphrey

#1 Market Share & 100 Million in Annual Sales Volume

$299

Instructor

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.

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