Being in the real estate industry requires plenty of organization and efficiency.
To help with that, I created this Realtor business planner template on Canva to help agents and brokers like you.
This planner makes it easier to manage your businesses on the daily by keeping track of everything from properties and clients, to scheduled open houses, sales, leads, expenses and more in one place.
Plus, you can easily personalize and customize it according to your specific needs and apply your branding to it by changing the colors, fonts, texts, and adding your logo and images in Canva.
- Business Overview
- Target Audience
- SWOT Analysis
- Strategy Overview
- Competitor Analysis
- Value Proposition
- Branding Kit
- Service Research
- Marketing Plan
- Revenue Tracker
- Business Essentials
- Startup Costs
- Online Stats
- Social Media Plan
- Income Tracker
- Expenses Tracker
- Work Schedule
- Priority Matrix
- Meeting Planner
- Client Tracking
- Client Follow-Up
- Daily Call Tracker
- Contact List
- Client Details
- Bill Tracker
- Profit/Loss
- Tax Payment Log
- Client Details
- Client Intake Form
- Password Tracker
- Bank Accounts
- Account Tracker
- Tenant Questionnaire
- Tenant Details
- Property Forms
- Property Inspection
- Maintenance Log
- Renovation Log
- Alarm Information
- Security Deposits
- Showing Schedule
- Landlord Questionnaire
