Your first year, one month at a time.
The same month-by-month path we use to train agents at The Table. Work through a module each month, do the action step, and check it off.
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Brokerage Onboarding & Compliance
Set up your business the right way from day one.
- Activate your license and sponsorship
- IABS, Consumer Protection Notice, and advertising rules
- Your tools: CRM, forms, MLS access
This month: Post the IABS link on every site and profile you control.
Leasing Basics
Leasing is the fastest path to your first paycheck.
- Tenant and landlord representation
- Applications, screening, and tenant selection criteria
- TREC/TXR lease forms and move-in
This month: Close or co-work one lease this month.
Buyer Representation
Win buyers with a clear process, not pressure.
- Written buyer agreements before showings
- Consultations, pre-approval, and search setup
- Showings and writing a strong offer
This month: Hold two buyer consultations using a written agreement.
Seller Representation
Price, prepare, and market a listing.
- Listing appointments and CMAs
- Seller's Disclosure and required notices
- Launch plan and weekly seller updates
This month: Run a practice listing presentation start to finish.
TREC Contracts Deep Dive
Know the promulgated forms cold.
- One to Four Family Residential Contract, paragraph by paragraph
- Option period, earnest money, and financing addenda
- Amendments, terminations, and deadlines
This month: Fill out a full mock contract and addenda package.
Lead Generation
Build a pipeline you control.
- Sphere and database systems
- Open houses that convert
- Follow-up cadences that do not feel salesy
This month: Add 50 contacts to your database and start a follow-up plan.
Social Media & Marketing
Show up consistently and stay compliant.
- Content pillars for agents
- Listing and lease marketing
- TREC advertising rules for posts and ads
This month: Publish three posts a week for four weeks.
Property Management Basics
Serve investors and landlords long-term.
- Management agreements and trust accounts
- Maintenance, inspections, and renewals
- Housing Choice Voucher basics for landlords
This month: Shadow one property management workflow.
Negotiation & Client Communication
Protect your client and the deal.
- Multiple offers and counteroffers
- Inspection and repair negotiations
- Hard conversations, in writing
This month: Role-play three negotiation scenarios.
Transaction Coordination
Get from contract to close without dropped balls.
- Timeline and deadline tracking
- Working with title, lenders, and inspectors
- Closing-day checklist and file compliance
This month: Build your personal contract-to-close checklist.
Agent Business Planning
Treat your license like a business.
- Goals, GCI math, and budgets
- Taxes, expenses, and tracking
- Weekly schedule and accountability
This month: Write your 12-month business plan.
Scaling Your Business
Grow without burning out.
- Teams, assistants, and systems
- LLCs and entity planning (with a CPA and attorney)
- Investing and long-term wealth
This month: Pick one system to delegate or automate.
Agents of The Table
Full lessons, worksheets, and recordings for each month live in the Confluence Agent Hub. Open Confluence →
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