Real Estate Agent: Quick List Templates

Agent Quick Templates provide prebuilt search criteria for real estate agent prospecting that you can apply in one click. Instead of rebuilding the same production filters each time, you can use strategically curated templates designed around common real estate outreach scenarios.

Where to Find Agent Quick List Templates

From your dashboard, use the sidebar navigation to click on real estate agents, then agents. The template cards appear under the search bar, displaying six preset options designed for various agent prospecting scenarios.

How Agent Quick List Templates Work

Each template applies a defined set of filters instantly, helping you move from search setup to action faster. When you select a template card, a confirmation modal displays the full criteria that will be applied before the search runs.

If you manually adjust any filter after applying a template, such as volume, units, timeframe, or property type, the template will automatically deselect while preserving your modified filters. Nothing resets, and you maintain full control to refine the search further.

Available Templates

Six predefined templates are available for real estate agent prospecting:

• Active Buyers - Rolling 12 months, All States, $2M+ volume, 5+ units, Real Estate Agent role
• Mid-market Producers - Rolling 12 months, $2M–$10M volume, 5–30 units, Real Estate Agent role
• Purchase Focus - Rolling 12 months, Purchase only, $2M+ volume, 5+ units, Real Estate Agent role
• Listing Focus - Rolling 12 months, Listing only, $2M+ volume, 5+ units, Real Estate Agent role
• New Construction Listings - Rolling 12 months, New Construction only, $1M+ volume, 3+ units, Real Estate Agent role
• Rising Agent - Rolling 12 months, $1M–$5M volume, 3–20 units, Real Estate Agent role

Agent Quick Templates eliminate repetitive filter setup and help you focus on high-value prospects faster. Each template targets specific agent behaviors and production levels commonly used in real estate prospecting campaigns.