About this tool

For most independent agents, relationships are the largest pillar of the business and the least deliberately managed one. It gets treated as weather — some years are good, some are not.

This calculator makes it a number instead. Set your closing goal for the year and it shows how much should come from relationships, and what that means in terms of actual conversations and actual people.

Use it alongside your annual goal, so the relationship portion is planned rather than hoped for.

Part of the Referral Edge™. Free, no signup.