The Best Planner For Real Estate Agents In 2022 (Top 8 Choices) (2023)

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 some kind of paper planner. Some even prefer a combination: 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:

1. Real Estate Agent Planner Pro

Real Estate Agent Planner Pro

The Agent Planner Pro is the best-selling daily action planner made for real estate agents ready to get organized and consistent. The planner is broken down into 4 sections; (1) mapping out your why and goals; (2) daily productivity and gratitude; (3) weekly goal tracking; (4) monthly goal tracking – and includes daily planning pages with space for Affirmations, Gratitude, Hourly Schedule, Prospecting Goals, Admin Duties, Wins, Lessons Learned, and space to add new client information.

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This paper planner is easy to customize. You can list every open house, showing appointment, and client meeting in one convenient location with theReal Estate Agent Planner Pro. It has pages that help you keep track of important goals you are working towards in your business. Also, the Planner Pro has spots for tracking costs and expenses.

2. Purple Trail Planners

Purpletrail Real Estate Planners

Looking for a planner that’s as unique as you are? Look no further than Purpletrail Real Estate Planners. Their planners are easy to customize, with plenty of personalization opportunities along the way. 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, they’ve got you covered. So why wait? Start creating your perfect planner today!

(Video) The Best Planner For Real Estate Agents In 2022 (Top 8 Choices)

Purple Traillets real estate agents customize their own paper planners. With this option, you can put only what you need into the planner, such as a daily schedule, goal setting, and monthly calendar. Customize it into exactly what you need it to be for effective workdays.

3. The Essential Daily Planner for Real Estate Agents

The Essential Daily Planner for Real Estate Agents: Success in 10 Minutes a Day

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.

The Best Planner For Real Estate Agents In 2022 (Top 8 Choices) (3)

The Essential Daily Planner for Real Estate Agentsworks by keeping agents organized. This daily planner requires just 10 minutes a day to get marketing, client interactions, and agent motivation all under control.

4. Pipeline Planner

Pipeline Real Estate Planner

(Video) Plum Paper Planner for Real Estate Agents


A real estate agent’s to-do list, goal setting guide, journal, expense tracker, and pipeline manager all in one planner. Our Spiral Bound Pipeline Planner is crafted to help real estate professionals organize and align their tactical day-to-day tasks with larger business and personal goals.

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ThePipeline Plannerhelps real estate agents align daily tasks, so they can create a better work/life balance. You can use the real estate planner to plan all of your daily tasks, including calendar and lead generation activities like social media posts. But you can also get monthly time management tips, business motivators, and plenty of open space for brainstorming.

Real Estate Planner Apps

If a paper calendar is not going to work for you, consider investing in a planner app. 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.

5. RealOffice 360

RealOffice 360

Work on the go, and never miss a thing! Your schedule is always with you on your iPhone, iPad or Android mobile device. Also get other features like contact reminders, client birthdays, and home anniversaries.

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This program is a real estate CRM with an app for your phone that will handle just about everything. It has task and contact reminders to help with your daily tasks and your real estate marketing plan, and it has extra features like client birthdays, home closing anniversaries, checklists, and sales flow spreadsheets.RealOffice 360has a little bit of everything to make your job easier.

6. Paperless Pipeline Planner

Paperless Pipeline Planner

Less clicks, less clutter, and less work. That’s better transaction management software for you, your admins, your agents, and your company. See all your transactions & tasks on one page, automate reminders, tasks, and milestones, send emails and attachments in less time.

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ThePaperless Pipeline Planneris set up to send people through your sales process easily. The program is designed for real estate transaction management, so you can be sure where each client is in the sales or purchase process. It does not have a daily planner, necessarily, but will help a realtor manage transactions more effortlessly.

7. Connecteam


Keep everyone on the same page, boost engagement, increase transparency, gather measurable feedback, and more with countless communication features to suit every business need.

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This app is best for a real estate broker working with a team of agents.Connecteamis a good tool that team leaders can use to keep everyone connected. It offers the sales team help with customer interactions, property listings, contact management, and even onboarding for new agents, all within one mobile app.

8. Calendly


Calendly is your hub for scheduling meetings professionally and efficiently, eliminating the hassle of back-and-forth emails so you can get back to work.

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Calendlyallows you to sync your schedule with the schedule of all clients, whether they are a buyer or a seller, more easily. Simply send them a link that lets them book an appointment on a calendar that is already synced to yours.

This keeps you organized, helps you avoid double booking, and makes it easier for clients to book appointments. You can customize the app so that you give yourself enough time between appointments. This way, you’re never scrambling to find the fastest route from one showing to the next, just to make it on time.

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 it’s on an app or in a paper calendar, you will be able to put your real estate license to good use as you plan well for your daily activities.

The Best Planner For Real Estate Agents In 2022 (Top 8 Choices) (9)

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 that 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 details of the home.

The Best Planner For Real Estate Agents In 2022 (Top 8 Choices) (10)

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What do people want most in a real estate agent? ›

From most important down, below are the skills and qualities of real estate agents that actual home buyers and sellers said they valued:
  • Honesty and integrity.
  • Knowledge of purchase process.
  • Responsiveness.
  • Knowledge of real estate market.
  • Communication skills.
  • Negotiation skills.
17 Jul 2019

How do you beat back stress in the real estate profession? ›

Here are nine stress-reducing tips for real estate agents to help you be a better person and agent.
  1. Take a Break. Stop, step away from what you're doing and take a breath. ...
  2. Exercise. ...
  3. Meditate. ...
  4. Become a Yogi. ...
  5. Listen to Music. ...
  6. Improve Your Sleep. ...
  7. Play with a Dog. ...
  8. Adjust Your Goals/Expectations.

How much does the average realtor make in Texas? ›

As of Nov 1, 2022, the average annual pay for a Licensed Real Estate Agent in Texas is $67,484 a year.

Do you need a degree to be an estate agent? ›

However, estate agents don't need to go to university. But having a degree in real estate will show your future employers and clients that you have gone through professional education and training to deal with properties.

What are the three most important things in real estate? ›

 If you have been involved in real estate for any length of time, you've heard it said that the three most important things when it comes to real estate are “location, location, location.” I've heard nationally-recognized experts say that over and over on national media.

What type of realtor makes the most money? ›

Real Estate Broker

A career as a real estate broker is one of the highest paying and lucrative professions in the real estate industry. On average, experienced brokers take home a six-figure pay. You can only achieve this number once you get a significant amount of good reputation.

What do real estate agents struggle with the most? ›

19 Problems of being in a real estate industry [With solutions]
  • Not having enough listings.
  • Lead cost is high as compared to the conversion ratio.
  • Not having an established sales process.
  • Not knowing where the deal is in the sales process.
  • Failing to leverage technology.
  • Failing to leverage on referrals.

Why I quit being a real estate agent? ›

Some common reasons why realtors may choose to leave their jobs could include feeling burned out from the long hours and high pressure of the job, feeling like they are not earning enough money, or simply wanting to try something new.

What are the 3 common responses to a stressful situation? ›

Irritability or anger. Restlessness. Sadness, moodiness, grief or depression.

Where are realtors paid the most? ›

New York

How much do top 1 Realtors make? ›

Each real estate office sets its own standards for top producers, but it's safe to say that a top producer would have to sell at least one home per month to qualify. Top producers earn around $112,610 a year to start, according to the BLS. 1 Mega-stars could earn $500,000 per year and up.

How much do most Realtors make on a sale? ›

Real estate agents make a commission on each home they successfully sell. That commission is generally around 5-6% of the sales price. But one agent won't necessarily pocket the entire 5-6%. Real estate agent commissions are often split 50/50 between the seller's agent (or “listing agent”) and the buyer's agent.

How do I become a successful real estate agent? ›

7 Tips on Becoming a Successful Real Estate Agent
  1. Find an agent to partner with. ...
  2. Publicise yourself. ...
  3. Advertise yourself on online media. ...
  4. Attend property seminars. ...
  5. Don't turn down any deal. ...
  6. Keep in touch with all your clients. ...
  7. Utilise your coach.
16 Aug 2017

Can I become an estate agent with no experience? ›

You usually don't need any academic qualifications to become an Estate Agent and some large estate agencies will offer to take interesting candidates with no experience and train them up.

What is the most important thing for a real estate agent to know? ›

Communication Skills. The best real estate agents are good with people and know how to communicate the interests of their clients. Good communication skills help an agent to discuss all matters before a contract is drafted.

What are 4 factors that can determine a home's value? ›

A home's value is affected by local real estate trends, the housing market, the home's condition, age, location and property size.

How can I improve my real estate sales skills? ›

The Skills You Need to Become a Successful Estate Agent
  1. Communication Skills. ...
  2. Listen To Your Clients. ...
  3. Be Honest & Caring. ...
  4. Do Your Research Prior To Meeting With Your Clients. ...
  5. Stay Current On Industry Trends. ...
  6. Find A Mentor, Coach, and Training Support. ...
  7. Be Professional, Presentable, and Likable. ...
  8. Be Easy To Contact.
2 Jul 2021

Are most realtors rich? ›

According to the Bureau of Labor Statistics, the average income for Real Estate agents in the state of California is $73,450. California is one of the top earning states for Real Estate agents. Hard work is essential to high salaries, however.

How much do top 10% Realtors make? ›

Nationwide, real estate agent salaries range from an average of $28,270 for the bottom 10th percentile up to $102,170 in the top 10th percentile.

What is the fastest way to make money in real estate? ›

  1. 7 Fastest Ways to Make Money in Real Estate. ...
  2. Renovation Flipping. ...
  3. Airbnb and Vacation Rentals. ...
  4. Long-Term Rentals. ...
  5. Contract Flipping. ...
  6. Lease to Buy. ...
  7. Commercial Property Rentals. ...
  8. Buying Land.

Why is being a realtor so hard? ›

Earning a living selling real estate is hard work. You have to be organized in order to keep track of legal documents, meetings, and all the tasks that go into multiple listings. You may go without a paycheck for periods of time because the work is often commission-based. If you don't sell, you don't earn anything.

How do you stand out in real estate? ›

5 Ways to Stand Out as a Real Estate Agent in a Large City
  1. Find Your Niche. In a small town, you'll be selling a little bit of everything. ...
  2. Develop a Strong Online Presence. ...
  3. Use Social Media to Expand Your Presence. ...
  4. Be Client-Oriented. ...
  5. Sponsor a Community Event. ...
  6. Be a Standout Real Estate Agent.

How do you deal with difficult clients in real estate? ›

5 Tips for Real Estate Agents to Handle Difficult Clients
  1. #1 Pre-Screen for Difficult Clients.
  2. #2 Listen Closely While They're Talking.
  3. #3 Educate Them Early.
  4. #4 Get Ready for Emotions.
  5. #5 Stay Calm and Decisive.
27 Nov 2018

How long do most real estate agents last? ›

It's common knowledge that 87 percent of real estate agents will fail within the first five years. But it's not as simple as that. A combination of housing inventory challenges, anxiety around the country, and ever-changing effective lead generation strategies make the real estate industry more complex throughout 2021.

Why are so many people becoming Realtors? ›

High earning potential, work autonomy, and time flexibility are key selling points for agents new to the industry. It's no wonder why the top job-related search on Google in 2021 was “how to become a real estate agent.”

Why do Realtors make so much money? ›

In most situations, a real estate agent represents the buyer and seller of a home and both commissions are paid by the seller. This may not seem fair, but there is a very good reason the system works this way. Having the seller pay both agents' commissions allows there to be a larger buyer pool and higher house prices.

What is the number one symptom of stress? ›

If you are stressed, you might feel: Irritable, angry, impatient or wound up. Over-burdened or overwhelmed. Anxious, nervous or afraid.

How do u handle pressure? ›

Taking steps to manage stress
  1. Track your stressors. Keep a journal for a week or two to identify which situations create the most stress and how you respond to them. ...
  2. Develop healthy responses. ...
  3. Establish boundaries. ...
  4. Take time to recharge. ...
  5. Learn how to relax. ...
  6. Talk to your supervisor. ...
  7. Get some support.
1 Jul 2014

What can stress do to a woman's body? ›

Common symptoms of stress in women include: Physical. Headaches, difficulty sleeping, tiredness, pain (most commonly in the back and neck), overeating/under eating, skin problems, drug and alcohol misuse, lack of energy, upset stomach, less interest in sex/other things you used to enjoy. Emotional.

What percentage do most realtors charge? ›

Nowadays, real estate commissions can be negotiated, and they typically run about 5 percent to 6 percent of a home's sale price. The exact terms of an agent's commission vary from sale to sale, and can depend on the region and which firm they work for.

What states have the hardest real estate exams? ›

Texas is largely considered the most difficult state to obtain your real estate license. Many factors go into this, primarily due to the sheer size of the state and the availability of deals throughout the country.

What state has the highest real estate commission? ›

In fact, we found that average real estate commission rates by state can vary by as much as a full percentage point. For example, in Massachusetts, rates were 4.84%.
Average real estate commission by state.
District of Columbia34.96%
New York44.97%
48 more rows
21 Oct 2022

How many houses do I need to sell to make 100k? ›

How many houses does an agent have to sell to make $100,000 a year? If you are selling $100,000 houses and paying 40 percent of your commission to your broker you would have to sell over 50 houses a year to gross $100,000 a year. That is a lot of houses to sell, especially for a new agent.

How much does a top Keller Williams agent make? ›

How much does a Real Estate Agent make at Keller Williams Elite in the United States? Average Keller Williams Elite Real Estate Agent yearly pay in the United States is approximately $105,115, which is 16% above the national average.

What do most Realtors make their first year? ›

As of Nov 1, 2022, the average annual pay for a First Year Real Estate Agent in California is $87,806 a year.

Does selling your home with a Realtor net you more money? ›

It's easy for first-time sellers to be daunted by the 5-6% agent commission when they don't know what they're paying for. But ultimately, the value a Realtor® adds to your home sale can make you more money from your sale.

How many houses do most realtors sell a year? ›

So How Many Houses Does a Realtor Really Sell Each Year? Only a small number of realtors sell more than a hundred homes a year, and the majority sell anywhere between 2-10 homes a year. Further, first-year or those just starting as realtors usually sell the least number of homes.

Which Realtor sells the most homes? ›

But no real estate agent has ever entered Guinness' international pantheon, until now. Meet Ben Caballero, a Realtor® and broker in Addison, TX, who was just recognized as achieving “the most annual home sales transactions through MLS by an individual sell-side real estate agent.”

Is it stressful being a real estate agent? ›

Most of your clients won't buy and sell homes regularly and any purchase is a significant financial decision. This can make tensions run high, especially if your clients are conflicted about what to do. Although working with people can be rewarding, it can also be stressful and have its challenging moments.

Is real estate a good career in 2022? ›

If you're thinking about real estate as a career, you should be thinking beyond just the next two years. Real estate has literally been around forever and will still be here when we are gone. Therefore, the career choice of becoming a real estate agent is a good one in 2022 or any other year.

Is it easy to fail as a real estate agent? ›

Being a successful real estate agent is easier said than done. After all, there's a reason 87% of real estate agents fail. However, knowing the mistakes these realtors make, such as failing to follow up with clients or not having adequate funding, can help you prepare and grow a successful real estate business.

What skills should an estate agent have? ›

With this skills set your estate agent can maximise the value in your property and find the right buyer as quickly as possible.
6 Key Skills of a Successful Estate Agent
  • Local Knowledge. ...
  • Communication Skills. ...
  • The Art of Negotiation. ...
  • Integrity. ...
  • Familiarity with Rules & Regulations. ...
  • Persistence.
20 Dec 2021

Can you be shy and a real estate agent? ›

You might ask whether introverts make good real estate agents? Of course, they can. There is this common misconception that introverts make incapable real estate agents. This myth can be attributed, in part, to a misunderstanding of what it really means to have an introverted or extroverted personality.

How do you start a house with no money? ›

9 Ways To Get Into Property With No Money
  1. Get your head in the game. The first, easiest and cheapest thing to start off with is the right frame of mind. ...
  2. Take in a lodger. ...
  3. REIT. ...
  4. Property lease options. ...
  5. Peer to peer lending. ...
  6. Property crowdfunding. ...
  7. Joint venture. ...
  8. Use your own equity.

What is the most important quality in a realtor? ›

Demonstrates Honesty, Transparency And Integrity

You need to be able to trust your REALTOR®. 86% of sellers say trust is the top quality they consider when selecting an agent. You need to trust that your real estate agent has your best interests in mind and that they act with integrity.

What do you love most about being a realtor? ›

As a real estate agent you have unlimited potential for income; if you work hard and are willing to take the time, energy and expenses to build your personal brand and business, you can make more money, plus you have a very flexible schedule and a chance to make a difference in many people's lives.

What makes you stand out as a real estate agent? ›

One of the most important things you can do to make yourself stand out is to utilize the effect of “perceived value.” Potential clients need to see that you are giving away a ton of valuable information and expecting nothing in return. This is how the best agents create clients for life.

What is the most important thing in real estate? ›

Property Location

The adage "location, location, location" is still king and continues to be the most important factor for profitability in real estate investing. Proximity to amenities, green space, scenic views, and the neighborhood's status factor prominently into residential property valuations.

What are the 3 characteristics of real estate? ›

There are a few characteristics that help distinguish real property from other types of property.
  • It cannot be moved. ...
  • Location influences its value. ...
  • It has property rights attached to it.
17 Jun 2021

Do attractive Realtors do better? ›

Hardly! Salter and his fellow researchers also found considerable caveats to their findings. For instance, in the seven-year period the researchers studied, attractive agents typically carry 17 fewer listings than average-looking agents and had 11 fewer sales, and it also took them longer to sell those properties.

What attracts to real estate? ›

A top reason people explore real estate is that they are fascinated by it. They get a thrill from touring properties and imagining how to transform spaces and build lives within them. They can readily imagine how to increase property values through a few well-chosen upgrades.

Is being a successful Realtor hard? ›

Earning a living selling real estate is hard work. You have to be organized in order to keep track of legal documents, meetings, and all the tasks that go into multiple listings. You may go without a paycheck for periods of time because the work is often commission-based. If you don't sell, you don't earn anything.

How can a Realtor stand out in 2022? ›

Here are the top tips and tricks to help you how to get more clients as a REALTOR® in 2022!
  1. Build Up Your Online and Social Media Presence.
  2. Tap Into Your Sphere of Influence.
  3. Engage in Your Community to Expand Your Network.
14 Dec 2021

What selling skills do the real estate agent need to be successful? ›

Skills Needed to be a Successful Real Estate Agent
  • Honesty and integrity. ...
  • Good communication skills. ...
  • Ability to read body language. ...
  • Problem-solving skills. ...
  • Excellent and active listening skills. ...
  • Technological skills. ...
  • Great marketing skills. ...
  • Great negotiating skill.

What is the number one rule in real estate? ›

The 1% rule of real estate investing measures the price of the investment property against the gross income it will generate.

What is the 2% rule in real estate? ›

The rule holds that the rental amount should equal two percent of the property's purchase price. By that calculation, if you purchase a house for $100,000, the monthly rent should be $2,000.


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