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Guide

Printable Planners for Real Estate Agents

Planners with purpose—for real estate agents who mean business.

Let’s be real. Between appraisals, buyer calls, open homes, admin, and follow-ups… it’s no wonder the days blur into one. That’s where these printable planners come in. They're designed to help you stay focused, proactive and intentional.

There aren't just another to-do list. They're your daily dashboard and monthly motivator. Your reset button when things get a little chaotic. Whether you’re a pen-and-paper purist or just need a tangible backup to your digital tools, these planners give your workflow the structure it’s been crying out for.

Why download these planners?

1. Clarity at a glance

Your day laid out in a simple format. From top priorities to time-blocking and task categories, these planners help you hit the ground running every day, every month.

2. They play nicely with your CRM (or don't need one at all)

If you’re a Rex user, great news; many of the insights and stats are already in your CRM, so these planners work beautifully as a high-level, offline snapshot.

Not using a CRM? No dramas. The planners work as a stand-alone too.

3. Keep your pipeline healthy

With sections to track listings, appraisals, sales targets, and prospecting efforts, they gently nudge you to stay on top of the activities that matter most to your growth.

4. Encourage reflection and self-awareness

Each day and month wrap with simple prompts: what worked, what didn’t, where you smashed it, and what could be better. Small moments of reflection that create big shifts over time.

5. Reduce mental load

Trying to keep everything in your head is a recipe for burnout. Writing things down not only clears the mental clutter, but also builds commitment. It’s your business plan, bit by bit, each day.

And that’s just the start.

Once you’re in the rhythm of using these planners, you’ll notice more than just better organisation.

  • You’ll start planning ahead rather than just reacting.
  • You’ll spot trends in your performance and opportunities to tweak your approach.
  • You’ll prioritise the activities that generate revenue, not just the ones that feel urgent.
  • You’ll take back control of your day, your week, and your results.

What’s inside?

The printable pack includes:

  • A Daily Planner: prioritise key tasks, block time for different activity types, and reflect on your day.
  • A Month in Review page: track key metrics across listings, appraisals, performance, and more.
  • Built-in pro tips to guide your focus and remind you to stick to what moves the needle.

Whether you’re looking to level up your productivity or just want a bit more headspace at work, these planners are your new accountability buddy. It’s not about doing more but doing what matters most.

Download it now, print a stack, pop it on your clipboard or desk, and feel the shift that a little structure can bring.

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