Review criteria
- +Agent plan and cap progress
- +YTD volume and GCI columns
- +Onboarding and license status
- +Works in Google Sheets and Excel
Brokerage Agent Roster in Real Estate Brokerage
The Brokerage Agent Roster is a copy-ready spreadsheet for real estate brokerage that tracks agents, plan, cap, ytd volume, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 2 tabs · no sign-up
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What’s inside “Brokerage Agent Roster”
Tabs: How to use · AgentsFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 10
Columns (grey = calculated for you)
- Agent
- Plan
- Annual cap
- Company dollar paid YTD
- YTD volume
- YTD GCI
- License expires
- Status
- Cap progress
- Cap remaining
- Open the Agents tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Update company dollar and GCI after each closing; Cap progress turns green when an agent caps.
- License expires turns red when past; agents cannot practice on an expired license.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Brokerage Agent Roster
About this template
It is built for people who want results without another subscription: brokers tracking agents and cap progress. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Brokerage Agent Roster
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Brokers tracking agents and cap progress
- +Anyone managing an agent roster
Pause before choosing when
- -CRM and lead distribution
- -License-board integration
About Real Estate Brokerage
Why people consider this option
- +Track agents, commission splits, and transactions without paid software
- +Calculate splits and caps correctly
- +See the transaction pipeline at a glance
What to review before acting
- -No transaction-management or compliance integration
- -Growing brokerages eventually need a back-office system
Trust FAQ
Questions people ask before copying a template
Does the Brokerage Agent Roster work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Brokerage Agent Roster really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Brokerage Agent Roster track?
It tracks agents, plan, cap, ytd volume, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.