CSI-hosted realtor toolkit

Real estate planning tools with the assumptions in plain sight.

CSI-hosted utilities for FHA payment scenarios, seller net estimates, buyer intake, open-house follow-up, and realtor-specific AI prompt workflows.

No ads. No paywalls. No hidden calculations. Utilities, not sales funnels.

Open ToolkitCompare The Stack

The V1 offer

Start with tools realtors can use in real planning conversations.

01

FHA-first mortgage estimator with monthly payment and cash-to-close assumptions.

02

Editable seller net sheet worksheet for quick Arizona planning conversations.

03

Buyer intake form that avoids sensitive documents and keeps the first pass simple.

04

Open-house lead sheet downloads for spreadsheet upload and print-table capture.

05

Prompt and workflow library for listings, follow-up, market notes, and estimate summaries.

Sources and assumptions

The formulas are visible before anyone relies on the output.

Last reviewed: May 24, 2026. The toolkit provides planning estimates and content assistance using stated assumptions and cited public sources. It is not legal, tax, lending, title, appraisal, broker compliance, or closing-disclosure advice.

Machine-Readable Resources

Calculation formulas

FHA upfront MIP

Base loan * 1.75%

Monthly FHA MIP

Base loan * annual MIP rate / 12

Seller net estimate

Sale price - mortgage payoff - estimated seller costs

Public references

HUD Mortgagee Letter 2023-05FHA annual MIP rates and the HUD 2023-05 MIP rate breakpoint at $726,200.FTC CAN-SPAM compliance guideCommercial email guardrails for follow-up prompt workflows.Arizona Department of Real Estate advertising guidanceArizona real estate advertising review context for generated copy.

Scope control

Focused V1. Bigger only if realtors use it.

This version is not a CRM replacement, payment product, custom website builder, or white-label platform. It is a practical CSI-hosted toolkit for validating which realtor workflows are worth building deeper.

The near-term goal is simple: capture interest, learn what gets used, and keep the implementation maintainable.

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The old way

The software bill is only part of the problem.

A typical solo-agent setup can stack website tools, CRM, calculators, forms, automation, email, and support labor before anything feels connected.

Public pricing examples checked May 23, 2026. Actual vendor pricing changes by plan, billing term, promo, usage, and setup needs.

Website and landing page

Wix, Squarespace, GoDaddy

$18-$40+/mo

CRM and follow-up

Wise Agent, Follow Up Boss, HubSpot

$20-$69+/mo

Calculator widgets

Mortgage widgets and capture tools

$15-$75/mo

Forms and intake

Typeform, Jotform, CRM forms

$29-$99/mo

Automation glue

Zapier, Make, manual exports

$20-$69+/mo