A paper planner can house your meetings, phone numbers, and to-do lists. While many default to using their smartphone to keep track of information, this method is limited, and you’ll likely have to use multiple mobile apps in the real estate industry.
A day planner organizer is beneficial because writing information down by hand helps you commit it to memory. Plus, you can’t run out of battery when you’re using a paper book for recording your tasks.
You can use the day planner to keep up with your marketing strategy, to help with property management, and keep all your other integrations and strategies in the real estate industry in order.
What to Look for in a Day Planner for Real Estate
When it comes to choosing a day planner specifically for real estate agents, there are some key features to look for:
Daily, Weekly, or Monthly Goal Tracking
Whether you want to keep track of your goals and strategies on a daily, weekly, or monthly basis, a good planner for real estate agents will give you plenty of space to do so.
While some planners will focus mostly on daily, weekly, or monthly goal tracking, some will include sections for each. You should choose according to your own preferences and schedule.
With any business planner, recap or summary sections are essential for reviewing how well you did with your goals during a given time period. Being able to look back over this information can help you both feel accomplished and set appropriate goals for the future.
Finance and Sales Tracking
With a good paper planner, you’ll have sections for recording your financial goals, marketing information, and sales. Some day planners for real estate agents also include room to record lead generation techniques and track what works for finding quality real estate leads in your field.
Good Flow and Structure
In a good day planner for real estate agents, the book should flow and have a pleasing structure. Your organizer should be a tool you enjoy using since this will make you more likely to stick with faithfully using it. Find a planner with a simple, intuitive design that you’ll be excited to write in.
The 5 Best Day Planners for Real Estate Agents
Below, we’ll cover our five favorite day planners for real estate agents. They’ll help you track daily, weekly, and monthly goals. These planners come in a range of prices and there’s a suitable choice for every budget.
The Every Day Real Estate Agent Planner
The Every Day Real Estate Agent Planner is a productivity planner and self-improvement journal. It uses organization plus daily habits to help you improve in your field. By dedicating to writing just a few minutes a day in this planner, you can track your business practices and stay on top of what works for you.
Complete with exercises and daily prompts, The Every Day Real Estate Agent can help you increase your sales, be more productive, think more creatively, and focus on your goals and strategies. This planner is formatted with a 13-week structured routine of positivity.
Weekly challenges will encourage you to grow as a real estate agent while daily goals will help you enhance your creativity. The Every Say Real Estate Agent has more than 100 quotes from top minds to keep you inspired and motivated as you go about your day and week.
- Daily prompts
- Inspirational quotes
- Tracks business practices
- Only spans 13 weeks
The 2019 Mega Agent Planner 1st Edition
The 2019 Mega Agent Planner is a goal-planning, training planner for mortgage professionals and real estate agents.
It has goal setting guides, weekly and monthly recaps, and calendar pages for each day. It also includes pages to track lead contacts for your business. If you need some help staying accountable with your professional goals, this planner may help.
One major benefit of this planner is the ability to audit your goals on a daily, weekly, and monthly basis. You can then adjust your business plan according to how well you did previously.
One potential downside of The 2019 Mega Agent Planner is that it doesn’t have a section for planning social media posts, so keep that in mind.
- Lead contact section
- Weekly and monthly recaps
- No section for social media
The 90-Day Action Planner for Real Estate Professionals
The 90-Day Action Planner for Real Estate Professionals was formulated to help you accomplish goals. It also helps you stay focused on income-generation and you can start using it any day, week, or month. The 90-Day Action Planner for Real Estate Professionals enables you to fill in data and dates as you see fit.
It helps you track financial and professional goals, including Leads and Closings, Average Sales Prices, and Expenses and Savings. With this planner, you can identify and improve your conversion rate as you work.
The 90-Day Action Planner for Real Estate Professionals enables you to calculate your leads and closings to get better at reaching your income goals.
There’s also a Special Events Calendar for tracking events and notes and a monthly summary section to help you reflect on how you did over the course of the month. One potential downside is that it’s fairly expensive compared to other planners.
- Tracks conversion rates
- You can start on any date
- Tracks average sales
The Essential Daily Planner for Real Estate Agents: Success in 10 Minutes a Day
The Essential Daily Planner for Real Estate Agents is an accountability tool and business coach in one planner. This book can help you stay organized and improve your real estate career by writing in it for just 10 minutes a day.
The organizer is easy to use and has six months-worth of usable space to record daily achievements and activities.
In The Essential Daily Planner for Real Estate Agents, the daily log helps you set sales and marketing goals, make personal notations, and keep important appointments. It also has daily motivators for extra direction and inspiration while you work.
This planner is a good tool for beginner and experienced real estate agents. It helps you find motivation, analyze daily and weekly patterns, and record what you accomplish.
- Daily motivators
- Tracks weekly patterns
- Helps you record achievements
- Contains mostly blank sections for daily and weekly goals
The 2019 Beyond Routine Daily Real Estate Planner
The 2019 Beyond Routine Daily Real Estate Planner helps you structure your day according to your most important priorities. Keep track of your lead generation and find out how to generate qualified and consistent leads. With this planner, you can set goals, make plans, and take the necessary actions to achieve them.
The 2019 Beyond Routine Daily Real Estate Planner has task lists, a financial goal calculator, a weekly tracker, and a monthly expense and advertising organization system. You’ll also find sections for daily gratitude, to-do lists, and even a fitness section. The planner is expensive compared to other similar products, so keep that in mind.
- Tracks lead generation
- Helps you find more leads
- Daily gratitude sections
- Helps plan out to-do lists
Use a Real Estate Day Planner to Help you Succeed
To succeed in real estate, you need to learn how to prioritize, prepare, and plan. Real estate isn’t something you just want to jump into unprepared. It can definitely be exciting to have your first open house on the horizon, but you want to make sure to spend an adequate amount of time preparing and organizing everything, so you start out on the right foot and avoid too many stumbles.
When you get organized, you are learning how to better manage your time, and you are effectively increasing your early chances at success.
Each day, you should create a to-do list and prioritize that list. Which tasks are the most important and what is the deadline? You can then outline your schedule based on your list of priorities. Just writing the to-do list isn’t enough either.
You also want to be sure to regularly maintain it. Make changes that need to be made, update information, and add other obligations as they come in. This is where you will find a day planner for real estate agents to come in very handy.
Hold Yourself Accountable
When you make lists, prioritize, and plan, you are also holding yourself accountable for the schedule you have created for yourself. When you plan and organize, you are providing yourself with a bit of structure for the day, and in doing so, you can then find more time to generate leads and focus on acquiring new clients.
Using Your Planner
With planner in hand, you need to write down what you are going to do each day. Planners are all different, so you need to find one that has a layout that you can work with. Do you need a planner that allows you to schedule hourly? Keep this in mind when choosing from the 5 best day planners for real estate agents we have listed above.
The next step is to keep track of what you do and maintain your planner. Sometimes it may help if you write any changes to something in a different color so you can differentiate between what was scheduled and what actually happened.
When you use the planner, you can analyze it at the end of the week and find ways you can improve your daily productivity. The planner holds the key to your successful career as a real estate agent, and it is in your best interest to keep and maintain these records and ultimately eliminate distractions that might get in your way.
As you can see, tracking your goals and achievements as a real estate agent is crucial for success in your field. Add a day planner to your routine, and you’ll have a physical reminder to keep you on track with your professional (and even personal) goals.