Templates & Tools

What is in this section

This section is the Narqix toolbox. Every template here matches the formats taught in Narqix Standards, Core Skills and your track. The field names, codes and order are the same, so a note written from a template here is the note your lead, your QA Specialist and your client expect to see.

You do not need to memorise any of them. You need to use the right one, the same way, every time.

The pages

No.	Page	What it gives you
01	Start of Day Report	General and calling versions of the SOD
02	End of Day Report	General, calling, TC shift summary and shift handover
03	Weekly Client Report	Six-block client report and the short campaign version
04	CRM Note Templates by Track	Universal note, handoff notes, and the note format for every track
05	Seller Intake Sheet (HOMEKEY)	Full real estate seller qualification record
06	Comps and ARV Worksheet	Golden Standard comp box, PPSF math, checks and confidence
07	Repair Tier Worksheet	The Narqix rehab table, big five, red flags, repair note
08	MAO and Offer Calculator	Formula steps, offer range, rental check, worked example
09	Deal Sheet for Buyers	The deal package dispositions sends to matching buyers
10	Buyer Intake Form (Buy Box)	Every buy box field, consent and buyer rating
11	TC New File Intake	Day 0 intake form, folder structure, opening email subject
12	TC Closing Checklist	All 12 stages from signed contract to closed
13	TC Weekly Pipeline Report	The one-page weekly pipeline report for the client
14	QA Call Scorecard	Weighted call scoring sheet, auto-fails, pass marks
15	QA Email and Chat Scorecard	Written reply and chat scoring sheets
16	Client Workflow Record Template	The seven-part record and the task card
17	Client Cheat Sheet Template	Your one-screen client summary
18	Escalation Message Template	P1 to P4 escalation, TC Red and Yellow format, blocker message
19	Incident Report Template	First alert and full incident record
20	Tracker Column Standards	Required columns for lead, deal, TC and order trackers
21	New VA First Week Checklist	Day by day checklist for your first five days
22	New Client Launch Checklist	From signed client to Day 30 review

Which templates your role uses

Role	Every shift	Every week	When it happens
Cold Caller, SMS Agent	01, 02 (calling), 04 (Real Estate)	03 (short version)	18
Lead Manager	01, 02 (calling), 04, 05	03	07, 18
Acquisitions	04, 05, 06, 07, 08	03	18
Dispositions	04, 09, 10	03	18
Data and List Team	01, 02 (general)	03	20
Transaction Coordinator	01, 02 (TC summary), 04 (TC), 11, 12	13	18, 19
Solar: Setter, Confirmer, Live Transfer	01, 02 (calling), 04 (Solar)	03 (short version)	18
HVAC and Home Services: CSR, Dispatcher	01, 02, 04 (HVAC)	03	18
Property Preservation desk	01, 02 (handover), 04 (PP)	03	18, 20
Strategic Funding desk	01, 02, 04 (Funding)	03	18, 19
Back Office and Admin	01, 02 (general)	03 (six-block)	16, 17, 18
Customer Support	01, 02 (general), 04 (universal)	03	15, 18
QA Specialist, QA Reviewer	14, 15	03	18
Campaign Lead	Review of 01 and 02	03, 13	16, 19, 20, 21, 22
New team member	21	21	17

How to copy a template

1. Open the page and find the template block. Copyable templates sit inside grey code blocks.
2. Hover over the code block and use the copy button. This copies the plain text exactly, line breaks included.
3. Paste into the right place: the CRM note field, the team channel, the email or the tracker.
4. Replace every placeholder. Placeholders are capital words inside round brackets. Inside code blocks they are plain text, like (SELLER NAME). Outside code blocks they appear in purple, like (SELLER NAME).
5. Delete lines that do not apply only if the template says the line is optional. Otherwise write "none", "not known" or "not applicable". A blank line looks like a forgotten line.
6. Read it once before you save or send. The most common QA deduction on templates is an unfilled placeholder.

For checklists, duplicate the page into your campaign workspace, or copy the checklist block into the file. Never tick boxes on the master page in this section.

How these templates fit with your client

• Narqix templates are the default. Use them unless your Client Playbook says otherwise.
• The client's CRM may use different labels. Map them to the Narqix meaning. Your lead gives you the mapping in writing.
• When the Playbook is stricter, follow the Playbook.
• Keep personal data out. Templates never ask for Social Security numbers, full bank or card numbers, full dates of birth or passwords. Do not add them.

Check yourself

1. Where are copyable templates placed on these pages?
2. A line in a template does not apply to your situation. What do you write?
3. Your client's CRM calls a code "Callback" instead of CB. What do you do?
4. You think a template is missing a field your client needs. What do you do?

Answers

1. Inside grey code blocks. Use the copy button.
2. "None", "not known" or "not applicable". Never leave it blank, unless the template marks the line optional.
3. Use the client's label with the Narqix meaning, following the written mapping from your Campaign Lead.
4. Tell your Campaign Lead. Do not change the master template.

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© Narqix Academy

In this section

Start of Day Report

End of Day Report

Weekly Client Report

CRM Note Templates by Track

Seller Intake Sheet (HOMEKEY)%203fdeadddae718153ac7fd192b554736a.md)

Comps and ARV Worksheet (Golden Standard)%203fdeadddae7181808d84ef8fbc91d6db.md)

Repair Tier Worksheet

MAO and Offer Calculator

Deal Sheet for Buyers

Buyer Intake Form (Buy Box)%203fdeadddae7181769b54e5711d246bfc.md)

TC New File Intake

TC Closing Checklist

TC Weekly Pipeline Report

QA Call Scorecard

QA Email and Chat Scorecard

Client Workflow Record Template

Client Cheat Sheet Template

Escalation Message Template

Incident Report Template

Tracker Column Standards

New VA First Week Checklist

New Client Launch Checklist