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Real estate agent finance tools

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Upon adding expenses and income into the tracker, an automatically generated summary report is created, giving you the ability to analyze your financial data and make informed decisions about your business. At closing, utilize the post-transaction checklist to help you manage those final tasks. In preparation for tax season, track how much you will need to save from each transaction, and then, at the end of the year, share your spreadsheet with your accountant. It’s that easy!
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