The best planner for real estate agents is one that keeps all of their engagements, contacts, and key codes handy in one central location. Real estate apps work best for some agents, while other real estate professionals prefer paper planners. Some even prefer an online real estate CRM and a separate paper calendar.
As you consider an app or planner for your own real estate business, consider the options in this guide.
Paper Real Estate Planners
A wise agent won’t leave anything to chance. A paper planner can be very helpful in keeping track of calendar dates and, most importantly, contact information. This tool can also help you improve your customer service because you can quickly check your planner if you need to make an appointment with a new potential client.
Some of the best paper planners for real estate agents include these:
The Agent Planner Pro is a popular daily action planner designed especially for real estate agents who need help becoming organized and consistent. It includes four sections: (1) mapping out your motivation and goals; (2) daily productivity and gratitude; (3) weekly goal tracking; (4) monthly goal tracking - as well as daily planning pages with space to write Affirmations, Gratitude, Hourly Schedule, Prospecting Goals, Admin Duties, Wins, Lessons Learned, and room to add new client info.
The Full Focus Planner by Michael Hyatt is an excellent real estate planner for agents because it allows them to take a comprehensive look at their business goals and objectives. It helps agents focus on the big picture while providing detailed guidance on breaking down tasks to achieve their goals.
Agents can also use the planner to track progress, measure results, and create action plans tailored to their specific needs. The planner also offers helpful tips and strategies for staying organized, managing time effectively, and creating a balanced lifestyle. Overall, the Full Focus Planner provides agents with the tools they need to maximize productivity and increase success.
DLP Elite Journal: Daily Personal Planner and Productivity Organizer. Undated, Quarterly Framework for Big Goal Achievement
The DLP Elite Planner is the perfect real estate planner for agents looking to achieve big goals. It provides a proven framework that outlines how to set long-term visions, annual and quarterly goals, and how to stay on track with bi-weekly checkpoints and daily metrics. Plus, it helps organize your daily productivity and fulfillment by starting with gratitude and keeping you focused on achieving success in all aspects of life.
You'll also have access to a private community of high-achievers to help keep you on track! And it's not just practical - it also has premium craftsmanship and customized box packaging that allows you to display your top goals and show if you are on or off track. Plus, there's a one-year money-back guarantee, so you know your purchase is risk-free! Overall, the DLP Elite Planner is a great real estate planner for agents looking to increase productivity and achieve their biggest goals!
The Essential Daily Planner for Real Estate Agents is an essential tool for staying on top of your daily activities and goals. This unique planner includes six months of space to record your daily prospecting, marketing, and sales goals, as well as appointments and personal notations. The daily log makes it simple for you to keep track of your progress and stay organized.
Real Estate Planner Apps & Tools
Consider investing in a planner app if a paper calendar does not work. Planner apps give real estate agents 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 top options to consider.
6. CTE (Commitment To Excellence)
CTE is a great real estate planner for agents because it can help them track their business and know their numbers. It covers everything from active listings to closed sales, profitability, and projections.
You can also track your income sources, cash flow, and key performance indicators. You get customizable dashboards, multi-year trend tracking, lead source tracking, financial statement tracking, and more for only $39 a month with 30 days free. It’s a fantastic tool for agents to have in the industry today!
Notion is an excellent real estate planning tool for agents because it allows them to organize and centralize all their business tasks in one place. Agents can use Notion to set up 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 with its calendar view feature.
Notion also allows agents to collaborate with others on shared projects or tasks without having to leave the platform. Finally, Notion integrates with many other tools used by real estate agents, such as Google Drive, Dropbox, Slack, Evernote, and more. This makes it easy for agents to access all their resources in one place.
Monday is an excellent real estate planner tool for agents because it allows them to easily plan and organize their activities, such as setting up appointments, tracking leads and tasks, creating project plans, and managing their time.
Monday also offers a wide range of integration options with other tools, such as calendars, CRMs, and email clients. This makes it easier for agents to keep track of their progress without having to switch manually between different programs. Furthermore, Monday’s visual interface makes it easy for agents to quickly see what needs to be done next and when tasks need to be completed. Ultimately, Monday helps agents stay organized and on top of their game.
How to Best Use a Real Estate Planner
Whether your real estate agent planner is a simpler calendar saved on Evernote or one of these more complex systems, it only works if you work with it. Use the planner to track your marketing efforts, Facebook posts, client meetings, client contact information, and listing information. By keeping these all in one place, whether on an app or a paper calendar, you can use your real estate license to good use as you plan well for 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 that lets them organize client information and daily schedule needs. Because the real estate industry is so fast-paced, a quality planner is important for helping a Realtor, broker, or agent find success.
How do I use an agent planner?
A real estate agent planner works best when you put everything you need for a successful real estate transaction into it. If the planner is digital, you may even be able to store floor plan details, listing photos, and other home details.
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