Resources · Academy

Free training on the craft of being a realtor.

Short, practical lessons on marketing, lead follow-up, and running your business on one system. No upsell, no affiliate tracking, no certification treadmill — just the kind of material we wish had existed when we started building BrokerFold.

Website launch

From blank subdomain to a live, compliant site that captures.

  1. Lesson 1 choose a template that fits your market Templates are market signals, not decoration. How to preview full demo sites and pick the design your actual buyers expect. Last reviewed 2026-08-15
  2. Lesson 2 community pages that actually rank Neighbourhood pages are the launch step agents skip and later regret. What to write, for which communities, and how listings plug in. Last reviewed 2026-08-15
  3. Lesson 3 connect a custom domain A few DNS records, no nameserver move, email untouched. The custom-domain walkthrough, and when in your launch to run it. Last reviewed 2026-08-15
  4. Lesson 4 connect your MLS board The paperwork-to-live-listings walkthrough: vendor details, Schedule B, the broker signature, and what your site shows while you wait. Last reviewed 2026-08-15
  5. Lesson 5 pick your subdomain and domain Your site needs an address before it needs anything else. How to pick the subdomain you launch on and the domain you will grow into. Last reviewed 2026-08-15
  6. Lesson 6 read your first month of analytics Thirty days of data tells you more than any launch-day spike. Which numbers matter in month one, and which to deliberately ignore. Last reviewed 2026-08-15
  7. Lesson 7 set up your lead capture surfaces Forms, alerts, valuations, VOW registration, chat — wire every capture surface before launch so no visitor leaves without a path to you. Last reviewed 2026-08-15
  8. Lesson 8 set your brand kit Colour, headshot, logo — the twenty-minute step that makes every page, favicon, and email your leads receive read as yours. Last reviewed 2026-08-15
  9. Lesson 9 the pre-launch checklist The final pass before you share the link: checks across identity, content, data, capture, legal, and mobile — in the order that finds problems. Last reviewed 2026-08-15
  10. Lesson 10 why listings appear when they do Your board approved you, but a brand-new listing is not on your site yet. The completeness gate, photo mirroring, and honest timing. Last reviewed 2026-08-15
  11. Lesson 11 write a homepage that says one thing A homepage that tries to say five things says nothing. The one-message structure, and how to build it in the editor. Last reviewed 2026-08-15

Lead generation

Building a pipeline you own — capture, sources, follow-up economics.

  1. Lesson 1 build a referral engine Turn happy clients and fellow agents into a deliberate referral system: segment your advocates, run a cadence, make asking easy, and close the loop. Last reviewed 2026-08-15
  2. Lesson 2 buying leads without burning cash A buyer's discipline for purchased leads: do the math on your own conversion rates, check exclusivity, commit to the nurture horizon, cap the spend. Last reviewed 2026-08-15
  3. Lesson 3 Google Business Profile done right Claim it, complete it, then earn reviews on a system: the Google Business Profile setup and maintenance routine that wins name searches and map results. Last reviewed 2026-08-15
  4. Lesson 4 import your sphere properly How to get your sphere into the CRM the right way: clean the sheet, map the columns, record consent honestly, then make the first touch personal. Last reviewed 2026-08-15
  5. Lesson 5 saved searches and alerts as retention Capture is one moment; retention is daily. Use saved searches and listing alerts to keep every registrant returning to your site, not a portal. Last reviewed 2026-08-15
  6. Lesson 6 set a speed-to-lead SLA Pick a response-time number, wire routing and push notifications so it's physically possible, script the first touch, and enforce it weekly. Last reviewed 2026-08-15
  7. Lesson 7 social media that sends traffic Social is a traffic channel, not a lead system. Post about your actual market, give every post a destination, and measure sessions — not likes. Last reviewed 2026-08-15
  8. Lesson 8 the open house capture flow An open house playbook that captures every visitor digitally: before, during, and after — no clipboard, no names lost to a car door pocket. Last reviewed 2026-08-15
  9. Lesson 9 valuation pages for seller leads Stand up a home valuation page, drive your farm to it, and work the requests like listing appointments in waiting — the seller-side capture lesson. Last reviewed 2026-08-15
  10. Lesson 10 VOW registration as your capture engine Turn sold data into sign-ups: how VOW registration captures named, high-intent contacts and what to do the moment they land in your CRM. Last reviewed 2026-08-15
  11. Lesson 11 your first 90 days A 90-day operator plan for real estate lead generation: foundation, capture engines, then rhythm — in the order that compounds. Last reviewed 2026-08-15

CRM playbook

Running your database like an operator: routing, nurture, accountability.

  1. Lesson 1 connect Gmail and keep context Connect with Google sign-in once, then send from the contact record so every email lands on the timeline where your team and future self can find it. Last reviewed 2026-08-15
  2. Lesson 2 import and clean your database Gather every list you have accumulated, clean it in a spreadsheet, import in revertible batches, and end up with one database you actually trust. Last reviewed 2026-08-15
  3. Lesson 3 pipelines that match how you sell Design a deal board whose stages mark real changes in commitment — starting from the default six, renamed to your process, with value on every card. Last reviewed 2026-08-15
  4. Lesson 4 read the behaviour timeline Sixty seconds on the timeline before every call: read patterns, not events, and use what your site knows to ask better questions — never to recite clicks. Last reviewed 2026-08-15
  5. Lesson 5 record consent on every contact Express, implied, or unknown — stamp an honest consent basis on every contact at capture, and let the send gate do the legal enforcement for you. Last reviewed 2026-08-15
  6. Lesson 6 run a weekly follow-up audit Thirty minutes, same slot every week: find the leads nobody touched, clear them with honest actions, and fix the rule or habit that let them slip. Last reviewed 2026-08-15
  7. Lesson 7 seats and accountability on a team One human per seat, expectations in writing, routing wired to match, and a weekly scorecard review where every number opens its own evidence. Last reviewed 2026-08-15
  8. Lesson 8 set your lead routing rules Write routing rules as ordered sentences, pick round-robin, claim race, or pond per rule, and always end with a catch-all so no lead sits unowned. Last reviewed 2026-08-15
  9. Lesson 9 the weekly ops review The capstone ritual: one hour, same agenda every Monday — funnel, pipeline, nurture health, inbox — ending with exactly one system fix shipped. Last reviewed 2026-08-15
  10. Lesson 10 turn on your first nurture plan Nurture plans arrive as drafts and send nothing until you review them. Read every step, make it sound like you, check your sender identity, then arm one. Last reviewed 2026-08-15
  11. Lesson 11 work the conversations inbox Visitor chat arrives from your listing pages with full context attached. Wire the alerts, read the person first, and answer while they are still on the site. Last reviewed 2026-08-15

Compliance

Boards, CASL, VOW and advertising rules — practical, not legalistic.

  1. Lesson 1 advertising rules that catch agents The six advertising traps that generate real complaints: superlatives, just-sold posts, stale descriptors, cropped layouts, boosted posts, borrowed listings. Last reviewed 2026-08-15
  2. Lesson 2 board display rules in practice What your IDX licence actually obliges day to day: attribution, disclaimers, freshness, untouched data — and which parts your platform should automate. Last reviewed 2026-08-15
  3. Lesson 3 brokerage identification everywhere The number-one advertising complaint is a missing brokerage name. Audit every surface you market on — site, socials, ads, email — in one sitting. Last reviewed 2026-08-15
  4. Lesson 4 CASL for your database Audit an existing real estate database against Canada's anti-spam law: sort by consent basis, fix your message template, and renew before clocks expire. Last reviewed 2026-08-15
  5. Lesson 5 listing photos and copyright Photographers own listing photos; you hold a narrow licence. The habits that keep your marketing, your website, and your re-listings on the right side. Last reviewed 2026-08-15
  6. Lesson 6 record keeping that saves you The six files that end compliance disputes before they start: consents, licences, substantiation, acceptance logs — and which ones write themselves. Last reviewed 2026-08-15
  7. Lesson 7 run a compliant VOW day to day The VOW obligations that persist after launch: an honest gate, a running password clock, untouched audit records, and sold data that never escapes. Last reviewed 2026-08-15
  8. Lesson 8 sold data on your website Two lanes, never blurred: display sold prices to registered VOW visitors on your site, and advertise a specific sale only with written consent. Last reviewed 2026-08-15
  9. Lesson 9 testimonials and reviews A testimonial workflow that survives scrutiny: collect at closing, get written consent to identify, excerpt faithfully, and keep the originals. Last reviewed 2026-08-15
  10. Lesson 10 when to ask your broker The always-ask list, how to bring a question your broker can actually answer, and why the ask protects you both — the escalation habit that closes this track. Last reviewed 2026-08-15
  11. Lesson 11 your website privacy obligations Your site collects personal information from the first lead form. Inventory what you gather, publish a policy that matches reality, and honour it. Last reviewed 2026-08-15

Google Ads

Paid traffic that pays back: budgets, landing pages, measurement.

  1. Lesson 1 account and conversion setup Own your own account, wire billing safely, and define conversions as real lead events — the plumbing that makes every later lesson possible. Last reviewed 2026-08-15
  2. Lesson 2 keywords and negatives Build a keyword list by intent tier, choose match types on purpose, and run the weekly negative ritual that stops budget leaks. Last reviewed 2026-08-15
  3. Lesson 3 landing pages that convert clicks Message match, one job per page, and the capture surfaces that turn a paid visitor into a contact instead of a bounce. Last reviewed 2026-08-15
  4. Lesson 4 measure to closings, not clicks Track the whole chain — click, lead, conversation, appointment, closing — and judge the channel on the only number that pays you. Last reviewed 2026-08-15
  5. Lesson 5 quality score in plain language What the score really measures, why it changes what you pay per click, and the three levers that move it — without the mysticism. Last reviewed 2026-08-15
  6. Lesson 6 seasonality in Canadian markets Search volume, click prices, and buyer intent all move with the Canadian calendar — plan the year so winter works for you. Last reviewed 2026-08-15
  7. Lesson 7 set a budget you can hold Find the data floor for your market, add the management fee honestly, and commit to a number you can sustain for ninety days. Last reviewed 2026-08-15
  8. Lesson 8 should you run ads at all The pre-flight check: what must be true about your budget, your follow-up, and your website before a single paid click makes sense. Last reviewed 2026-08-15
  9. Lesson 9 structure a farm-area campaign One geography, separate buyer and seller campaigns, ad groups that mirror how locals search — a structure you can read at a glance. Last reviewed 2026-08-15
  10. Lesson 10 when to hire management The spend and time thresholds where professional management pays for itself, and the questions that separate real managers from resellers. Last reviewed 2026-08-15
  11. Lesson 11 write ads people click Mirror the search, be concrete about the neighbourhood, stay compliant with brokerage identification, and let assets do the extra work. Last reviewed 2026-08-15

More courses in production

What's in the academy next.

Coming with AI drafting

AI follow-up for realtors

Using AI as a follow-up partner — triage, voice, guardrails, and measurement. Publishes alongside BrokerFold's AI drafting release (it's on the public roadmap).

In progress

Writing listings that convert

Structure, tone, and the handful of phrases that reliably move a listing from browsing to enquiry. Applied to the AMPRE field set.

In production

MLS data literacy for realtors

A technical-but-friendly tour of how the feed works, where the data comes from, and how to tell when something's off.

Want a course on something specific?

The academy is built from what customers ask about most. If you'd learn something from a course we don't have yet, tell us — and we'll tell you if it's on the roadmap.