2025 EDITION
REAL ESTATE PLANNER
The ULTIMATE real estate planner with 150+ pages for modern real estate agents that are ready to set goals and smash them.
GET THE PLANNER
It's time to get personal. Are you surviving or thriving? No judgement here... (we've all hid in the bathroom with a glass of wine and some tears, right?)
Regardless of where you at now, you know the best way to get where you want to go is by creating a plan. But it's not always enough to just plan it - you need actionable steps to get you there. Let's make 2023 your best year ever by setting goals and creating action steps to help you get results.
Because it's not about luck, it's about being prepared and being clear on what you need to do to get there.
It all starts with a plan.
THE SECRET TO SUCCESS
INTRODUCING THE ULTIMATE
REAL ESTATE PLANNER
GET THE PLANNER
Instantly get access to over 150+ planning pages for your real estate business!
only
$47
The Ultimate Real Estate planner that has EVERYTHING you could need to organize your business! Detailed goal planning, marketing plan breakdown, transaction and closing tracking, month, week and day view calendars, prospecting, lead gen and social media tasks. Seriously, it's everything I've needed to get organized all in one. I can print the pages I want to fit what I need!
The Ultimate Real Estate Planner in action
Set your goals
You'll start by discovering your 'why', setting your personal & professional goals & breaking those goals down. We've also included quarterly goal sheets to help keep you on track.
What you'll find inside the planner:
Track your money
Set your Gross Commission Income and break it down into monthly action steps to help you reach your goal. You'll also get commission trackers, bill trackers & financial overview worksheets to help you keep track of your money.
It's a date
Monthly overview, dated monthly calendar and important date worksheet will give you an overview of your year. The weekly can help you see your week at a glance and then to really get into it, our 2 page daily planners include time blocking, to-do lists & prospecting worksheet to keep you on track.
Plan your content
Inside the content planner you'll get access to scheduling worksheets, content planners & newsletter worksheets to help you create and schedule all of your content.
Get social
Get our step by step social planning guide, social media trackers, social overview pages, planning worksheets and more for each of the most popular social platforms.
Forms & checklists
We're taking it a step further and helping you manage your business with tons of blank forms & questionnaires including transaction trackers, listing checklists and buyer/seller questionnaires.
101 lead generating ideas & 12-month marketing guide
To help you get a jump start on your marketing plan we've compiled a 12 month marketing guide and added some ideas to give you some extra help.
Bonuses?
Always!
Tutorial Portal
End of Year Review
GCI Spreadsheet
Millionaire Agent Builder™
Easy to understand tutorials so that you can make the most out of your planner.
Review 2024 to see what went well and how you can improve your business in 2025.
Spreadsheet & video to show you exactly how many clients you need to reach your goals.
Find out where your focus needs to be to start, grow & scale your business to 7-figures.
GET THE PLANNER
With your planner purchase you get unlimited access to The Forum, our exclusive community for real estate agents so you can get free resources, connect with other agents & attend free trainings & challenges!
Community Access
THE FORUM
Take a peek at some of the pages
Over 100
planning pages, including:
unique
Yearly overview
Important dates
Birthdays & housiversaries
Monthly recaps, finances & marketing
Daily to-do's & prospecting
Gross commission income tracker
Closing tracker
Expense & bill payment
Vision board planner
Goal worksheets
Quarterly goal planner
Marketing focus planner
Monthly marketing planner
Social media posting schedule
Yearly content schedule
Content planner
Newsletter planner
Monthly social tracker
Social celebration tracker
Daily social media planner
Facebook campaign planner
Transaction tracker
Listing task checklist
Buyer & seller questionnaire
Contact worksheet
Mileage tracker
+so much more!
GET THE PLANNER
“OBSESSED! I love being able to use this in my business."
- Kristy c.
It's helping keep me organized. And the marketing guides are a great jump start to helping me plan out my advertising for the year. 5/5 stars - I highly recommend for any real estate agent!
FREQUENTLY ASKED QUESTIONS
This planner is available to download instantly.
As soon as you purchase we'll send you an email with the details to access both planner styles + all of your bonuses.
A physical planner will not be mailed to you. This is a digital item only.
01. WHEN WILL I GET ACCESS TO THE PLANNER?
Staples provides affordable printing and you can also get the planner bound. You can organize the sheets and figure out how many weekly vs. daily & additional sheets you want.
Another popular way to use the 3-ring binder so you can add and remove sheets as you go.
It's also a good idea to print 3 months (quarterly) at a time so you aren't overwhelmed with your planning.
02. how do I print the planner?
You have 2 ways you can utilize your planner.
1. Digital planner that can be uploaded into GoodNotes (or other notebook app). The planner has top & side tabs that will take you directly to the page you need, when you need it.
2. If you opt to use the printable planner, this can be rearranged how you work best!
We have categorized the worksheets in order of yearly, monthly, weekly, daily planning and then added transaction pages, social media planner & content planner.
03. what is the layout?
The pages are intentionally created for optimal planning, therefore the pages are not editable but can easily be rearranged based on how you choose to set up your planner.
You also have the option of adding pages & removing/rearranging inside of your GoodNotes planner.
04. can i edit the planner?
It's up to you if you choose to use an app for your planner. We provide you with both options but we LOVE using GoodNotes. The app is free to download and can be used on your iPad, phone or computer!
If digital planning isn't your thing, then a printable version is also included with your purchase!
05. What app do i need to use the planner?
Please note that due to the digital nature of the planner, we do not provide refunds.
If you have any questions regarding our planner, please email us at hello@therealestateedit.co
06. what is your refund policy?
NOTE: This is a digital product that is available instantly upon checkout. No physical product will be mailed to you. The Ultimate Real Estate Planner is copyrighted and all rights reserved. Planner may not be distributed or resold. For full brokerage usage, please contact us for extended license pricing.
