The Tenant-to-Owner Playbook | Real Estate Agent Direct Mail Guide + Lead Tracker Spreadsheet

Turn renters into buyers with a simple, repeatable direct mail system. This step-by-step playbook shows real estate agents how to find tenants whose leases are coming due, reach them by mail, and turn new-construction builder incentives into closed sales.

What's inside:

✦ How to pull closed rentals from your MLS (past 15 months) and clean the list

✦ A ready-to-copy "Your Lease, Your Options" letter with disclaimers built in

✦ Step-by-step Google Form setup to capture leads 24/7

✦ How to create and test a QR code for your mailers

✦ A 6-touch follow-up sequence to stay top of mind

✦ Text script and next steps for when a lead comes in

✦ Compliance checklist: fair housing, broker approval, MLS data rules

BONUS: Tenant Tracker spreadsheet (Excel / Google Sheets). Log every address and every touch. Lease end dates and next-touch due dates calculate automatically, plus a dashboard with your response rate and cost per lead.

Format: 11-page PDF guide + Excel spreadsheet, instant download after purchase.

License: Single-agent personal business use.

Educational only; not legal advice. Advertising and MLS data rules vary by state and MLS. Always check with your broker.