Example Achievement Log for a Real Estate Broker

A year in the life of a Real Estate Broker's log

• Jan - achievement: Closed the Westridge estate sale at 2.8M, three weeks ahead of the original 90-day target. Seller deferred repairs; negotiated inspection credits instead, kept deal alive when it looked dead.
• Mar - feedback: Janet in escrow told me the Westridge file was cleaner than 90 percent of what she sees. First time she's said that in five years.
• Mar - task: Took on two rentals from retiring broker Craig. Both units in older buildings, ongoing tenant issues. Still learning the regulatory quirks; made a mistake on the security deposit ledger in May.
• Apr - task: Missed my Q2 listing goal by four units. Lost the Maple Street commercial pocket to a competitor's lower fee. Client said my staging budget was too aggressive for that neighborhood.
• Jun - achievement: Sold the Maple Street commercial at 1.2M, same price as competitor's listing. Buyer was my client from a 2021 residential deal; referral still paying dividends four years later.
• Jun - achievement: Listed and sold my own investment property at 895K, no agent friction. Used the process to build a template for investment buyers that I've since pitched to three clients.
• Aug - feedback: Marcus at the title company said I'm the only broker he's seen push back on title insurance estimates instead of just accepting them. Says I've saved clients money two different ways.
• Sep - achievement: Brought in the Riverside corporate relocation contract; 12 incoming employees, expected 14 placements over 18 months. Pitched asset management angle to HR director that other brokers missed.
• Sep - task: Converted three of the Riverside relocations to signed leases; two still in discussion. One client pulled out entirely due to spouse's job offer falling through, that's market, not execution.
• Nov - achievement: Closed year at 7.2M in total sales volume, up 18 percent from 2023. Forty-two percent of new business came from existing client referrals, up from 31 percent last year.
• Dec - feedback: Client Sarah emailed after closing: 'You actually answered the phone when I called at 6pm on a Friday. No one else does that anymore.' Reference I can actually use.

What makes a strong entry

How this becomes your review in November

This year I closed 7.2M in total volume, up 18 percent from 2023, with 42 percent of new business sourced from existing client referrals, demonstrating that relationship management is paying off in pipeline quality. Two specific deals showed how I approach market challenge differently: the Westridge estate at 2.8M, which I saved by negotiating inspection credits instead of repairs to keep the deal alive, and the Maple Street commercial at 1.2M, where I matched a competitor's pricing by leveraging a client relationship from a 2021 transaction four years prior. I also took on two rental units with existing regulatory gaps and missed my Q2 listing goal after losing the Maple Street listing to a competitor, but that loss prompted me to refine my staging approach for investment buyers, a lesson I've already applied to the incoming Riverside relocation contract representing 12 placements over 18 months.

Starting your own log

Don't try to reconstruct a year you have already had. Start from today, one line whenever something happens, and let it build. The Perform Review Achievement Log does this for you and can capture wins straight from Slack, and how to start an achievement log covers the wider playbook.

Example Logs for Related Roles

• Real Estate Agent achievement log example
• Real Estate Investment Analyst achievement log example
• Escrow Officer achievement log example
• Title Examiner achievement log example
• Leasing Consultant achievement log example
• Property Manager achievement log example