Real estate agents who keep all of their appointments, contacts, and key codes in one convenient place have the best planners. Some real estate professionals find that real estate apps work best, while others favor paper planners. Some people even favor a separate paper calendar in addition to an online real estate CRM.
Think about the options in this guide as you search for an app or planner for your own real estate business.
Paper Real Estate Planners
A wise agent will not leave anything to chance. A paper planner can help you keep track of calendar dates and, more importantly, contact information. Because you can quickly check your planner if you need to make an appointment with a new potential client, this tool can also help you improve your customer service.
Some of the best paper planners for real estate agents include these:
- Real Estate Agent Planner Pro
The Agent Planner Pro is a popular daily action planner created specifically for real estate agents who want to become more organized and consistent. It is divided into four sections:
(1) mapping out your motivation and goals;
(2) daily productivity and gratitude;
(3) weekly goal tracking; and
(4) monthly goal tracking – as well as daily planning pages with space for Affirmations, Gratitude, Hourly Schedule, Prospecting Goals, Admin Duties, Wins, Lessons Learned, and room to add new client information.
- Full Focus Black Leather Planner by Micheal Hyatt
Michael Hyatt’s Full Focus Planner is an excellent real estate planner for agents because it allows them to examine their business goals and objectives in depth. It allows agents to focus on the big picture while also providing detailed guidance on how to break down tasks to achieve their objectives.
Agents can also use the planner to track progress, measure outcomes, and develop action plans that are tailored to their specific needs. The planner also includes practical advice and strategies for staying organized, managing time effectively, and living a balanced lifestyle. Overall, the Full Focus Planner gives agents the tools they need to increase productivity and success.
- DLP Elite Journal: Daily Personal Planner and Productivity Organizer. Undated, Quarterly Framework for Big Goal Achievement
The DLP Elite Planner is ideal for real estate agents who want to achieve big goals. It provides a tried-and-true framework for developing long-term visions, annual and quarterly goals, and staying on track with bi-weekly checkpoints and daily metrics. Furthermore, it aids in the organization of your daily productivity and fulfillment by beginning with gratitude and keeping you focused on achieving success in all aspects of your life.
You’ll also have access to a private community of high-achieving individuals to help you stay on track! It’s not just functional; it also features premium craftsmanship and customized box packaging, allowing you to display your top goals and see if you’re on track. Furthermore, there is a one-year money-back guarantee, so your purchase is risk-free! Overall, the DLP Elite Planner is an excellent real estate planner for agents looking to boost productivity and achieve their most important objectives!
- Purpletrail Real Estate Planners
Looking for a planner that is as one-of-a-kind as you are? Purpletrail Real Estate Planners is the place to go. Their planners are simple to personalize, with plenty of options along the way. They have you covered whether you’re looking for a planner that’s perfect for your individual needs or want to create a system that’s perfect for your business. So, why delay? Begin designing your ideal planner right away!
- The Essential Daily Planner for Real estate agents: Success in 10 Minutes a Day
The Essential Daily Planner for Real Estate Agents is a must-have tool for keeping track of your daily activities and goals. This one-of-a-kind planner has six months of space for you to keep track of your daily prospecting, marketing, and sales goals, as well as appointments and personal notes. The daily log allows you to easily keep track of your progress and stay organized.
Real Estate Planner Apps & Tools
If a paper calendar isn’t working, consider investing in a planner app. Real estate agent planner apps provide the tools they need to stay organized, all in the palm of their hand on a phone, Android tablet, or iPad. Here are some of the best options to think about.
- CTE (Commitment To Excellence)
CTE is an excellent real estate planner for agents because it allows them to track their business and understand their numbers. Everything from active listings to closed sales, profitability, and projections is covered.
You can also keep track of your sources of income, cash flow, and key performance indicators. For $39 per month with 30 days free, you get customizable dashboards, multi-year trend tracking, lead source tracking, financial statement tracking, and more. It’s a fantastic tool for agents to have in today’s market!
- Notion
Notion is an excellent real estate planning tool for agents because it allows them to organize and centralize all of their business tasks in one place. Agents can use Notion to create projects and tasks, access documents, track deadlines, assign tasks to team members, generate reports, and store notes and ideas. It also provides a visual overview of an agent’s business activities through its calendar view feature.
Agents can also collaborate with others on shared projects or tasks without leaving the platform. Finally, Notion integrates with a variety of other real estate tools, including Google Drive, Dropbox, Slack, Evernote, and others. This allows agents to easily access all of their resources in one location.
- Monday
Agents can easily plan and organize their activities, such as setting up appointments, tracking leads and tasks, creating project plans, and managing their time, using Monday, a great real estate planning tool.
Other tools like calendars, CRMs, and email clients are just a few of the ones with which Monday can be integrated.
This allows agents to keep track of their progress without having to switch between programs manually. Furthermore, Monday’s visual interface allows agents to quickly see what tasks need to be completed and when they need to be completed. Finally, Monday assists agents in staying organized and on top of their game.
How to Best Use a Real Estate Planner
Whether your real estate agent planner is a simple Evernote calendar or one of these more complex systems, it will only work if you use it. Track your marketing efforts, Facebook posts, client meetings, client contact information, and listing information using the planner. By keeping these all in one place, whether on an app or on paper, you can put your real estate license to good use while planning your daily activities.
Best Planner for Real Estate Agents FAQs
What is a real estate agent planner?
A real estate agent planner is a planner designed for a Realtor or broker to organize client information and daily schedule requirements. Because the real estate industry is so fast-paced, a good planner is essential for assisting a Realtor, broker, or agent in achieving success.
How do I use an agent planner?
When you put everything you need for a successful real estate transaction into a real estate agent planner, it works best. You may be able to store floor plan details, listing photos, and other home details if the planner is digital.
