The Problem
Real estate agents and brokers manage a tightly coupled set of expiring credentials. Your real estate license depends on completing CE credits by a specific deadline. Your MLS membership requires an active license. Your brokerage requires E&O insurance. Miss one link in the chain and the others can fall apart — you cannot list properties, access the MLS, or close deals.
CE requirements vary by state, with different hour counts, mandatory topics (fair housing, agency law, ethics), and renewal cycles. Keeping track of what is due and when is a recurring headache.
What's Inside the Template
- Pre-built categories: Agent License, Broker License, CE Credits, E&O Insurance, MLS Membership, Professional Designation, and more
- Auto-calculated status: Expired, Critical, Warning, Upcoming, or Safe
- Dashboard with doughnut chart: See your credential status at a glance
- Reminder dates: Auto-calculated 30 days before each expiry
- 5 sample rows with common real estate documents
- Works in Excel, Google Sheets, and LibreOffice
How to Use It
- Download the template using the link below
- Replace the sample data with your actual licenses, CE progress, and insurance policies
- Review monthly — especially as CE deadlines and license renewal windows approach
Use the Notes column to track CE hours completed, mandatory topics still needed, and state-specific requirements.
Download
Download Free Real Estate Document Tracker →
Managing a brokerage team? Try ExpiryKeeper free → for agent-by-agent license tracking and CE deadline alerts.