Realty
Real Estate
Listings, showings, leads and commissions.
- Leads & Pipeline3 pages
- Listings2 pages
- Showingsevery month
- Commission Tracker2 pages
Work
Real Estate Planner 2027 for leads, listings and closings
A real estate agent planner with a lead tracker, listings, monthly showing logs, a commission tracker and daily prospecting time.
Manage your pipeline with lead trackers, listings and showing logs, a commission tracker and business goals — plus daily pages with prospecting time built in.
- 485 linked pages in the sample
- Free preview before you pay
- $12 once, or unlimited on Pro
Real pages from this real estate planner
Rendered by the same engine that builds yours, in the Classic Navy theme for iPad portrait.
What's inside
The pages, section by section.
Each section gets its own side tab. You can switch any of them off, or add sections from other planners, in the builder.
Biz
Business
Business goals, income & expenses, clients, launches.
- Business Goals1 page
- Income & Expensesevery month
- Client Tracker3 pages
- Launch Plan4 pages
Goals
Goals
Goal planners, vision board and reviews.
- Vision Board1 page
- Goal Planner4 pages
- Quarterly Reset4 pages
- Year in Review1 page
Plus the linked calendar every planner has
Cover and contents · 2 pages
A cover with your name and a linked contents page that every tab returns to.
Year overview · 1 page
The whole year on one page. Tap any date to open it.
Year goals · 1 page
Your goals and their milestones in one place, filled in by the AI if you use it.
Monthly calendars · every month
A month grid with a focus list and notes. Every date links to its day or week.
Weekly pages · every week
One page per week with your weekly goal actions and priorities.
Daily pages · every day
A page for each day, linked back to its week and month.
Notes · 20 pages
Lined, dotted, grid or blank pages. You choose how many, up to 100.
The sample above comes to 485 pages over 12 months. Yours changes with the months, sections and notes pages you choose.
Who it's for
Who reaches for this one
- Real estate agents and brokers
- Property managers
- Mortgage advisors
AI goal planning
Goals people plan with it
Type a goal like one of these and the AI breaks it into a milestone for each month and a small action for each week, then prints them on your month and week pages. You read and edit every line before you download.
Your goal
Close 24 deals this year
12 monthly milestonesWeekly actionsA motto each monthYour goal
Call 10 leads a day
12 monthly milestonesWeekly actionsA motto each month
Guide
How to use a real estate planner
A real estate planner keeps the pipeline moving: new leads followed up, listings and showings tracked, and commissions recorded. Your CRM holds the contacts; the planner is where you plan the prospecting time that fills it.
Set a yearly deal goal and work backwards
Write the number of closings you want on the business goals page, then estimate how many leads and showings that needs each quarter.
Protect prospecting time daily
The daily page starts with one big thing and an hourly schedule. Block the same hour each morning for calls and follow-ups.
Move leads through the pipeline
The leads pages have source, stage and next step columns. Update the stage after every conversation so nobody goes cold.
Log every showing
The monthly showing log records the property, client and feedback, which is useful for sellers' updates and price conversations.
Record commissions when deals close
The commission tracker has sale price, rate, commission and paid columns, so you can check your GCI at any time.
Review the pipeline weekly
On Friday, read down the leads pages and pick the five most likely to move next week. Write their next steps into Monday's daily page so the follow-up happens first.
What to include in a real estate planner
A real estate agent planner needs to cover leads, listings and income. This one includes:
Calendar
Daily, weekly and monthly pages
Daily pages with a one-big-thing field, an hourly schedule, revenue tasks, follow-ups and notes. Weekly pages carry goal actions such as calls made or open houses held.
Realty
Real Estate
Lead and pipeline pages, listings, a monthly showing log and a commission tracker.
- Leads & Pipeline · 3 pages
- Listings · 2 pages
- Showings · every month
- Commission Tracker · 2 pages
Biz
Business
Quarterly business goals, a monthly income and expenses page for marketing and fees, a client tracker and launch plans for new listings.
- Business Goals · 1 page
- Income & Expenses · every month
- Client Tracker · 3 pages
- Launch Plan · 4 pages
Goals
Goals
Goal planners and quarterly resets for targets like closings, GCI or a new farm area.
- Vision Board · 1 page
- Goal Planner · 4 pages
- Quarterly Reset · 4 pages
- Year in Review · 1 page
Every section can be switched off in the builder, and sections from other planners can be added.
Digital vs printable real estate planner
A digital real estate planner goes with you between showings on an iPad or Android tablet, and links make it quick to jump from a lead to the day you're meeting them.
A printable real estate agent planner suits a desk or a car folder. Print the leads and showing logs on US Letter or A4 and take notes by hand during showings.
- Digital sizes
- iPad portrait, iPad landscape, Android portrait, Android landscape, E-ink
- Printable sizes
- A5 print, A4 print, Letter print, Half letter
An example week in a real estate planner
One goal, followed through a single week. The milestone and weekly actions are the kind of lines the AI goal step writes onto your month and week pages; the daily notes are what you add by hand.
Goal
Call 10 leads a day
Milestone for March
200 calls this month and 8 new appointments
This week's actions
- Prospect 8 to 9am every weekday
- Follow up all open-house sign-ins
- Update the pipeline stage after every call
- Monday10 calls, 2 appointments. Pipeline updated: one lead moved to "showing".
- Tuesday8 calls. Showing log: two showings, feedback on price written down.
- Wednesday10 calls. Followed up 14 open-house sign-ins by text.
- ThursdayListing appointment. Added the property to the listings page.
- Friday10 calls. Week total: 48 calls and 5 appointments.
- SaturdayOpen house 1 to 3pm. Eleven sign-ins, all added to the leads page for Monday's calls.
Formats
Download it for your device.
Every format is included in the price. Switch between them and download again whenever you like.
iPad — Portrait
GoodNotes, Notability, Noteshelf, Xodo, Collanote, ZoomNotes
iPad — Landscape
GoodNotes, Notability, Noteshelf, Xodo
Android tablet — Portrait
Samsung Notes, Penly, Flexcil, Xodo, Noteshelf
Android tablet — Landscape
Samsung Notes, Penly, Flexcil, Xodo
E-ink tablet
reMarkable, Kindle Scribe, Boox, Supernote
Printable — A5
Print at home or at a print shop, fits A5 binders
Printable — A4
Print at home on standard A4 paper
Printable — US Letter
Print at home on US Letter paper
Printable — Half Letter
Fits Happy Planner classic and half-letter discs
Theme
Starts in this look.
Classic Navy
Crisp white, deep navy and gold. Professional and timeless.
Prefer something else? Pick from 13 themes, including dark mode and an e-ink theme, and change the accent colour.
See all themesCan I track my GCI?
Yes — the commission tracker records sale price, rate and commission for each deal.
Is it good for teams?
Each agent can generate their own copy with their name on the cover.
Is there a free real estate planner?
You can build this real estate planner and flip through every page in your browser for free, with a watermark. The tabs and links work in the preview, so you can check the layout before you pay. The clean PDF is $12 once, or included in Pro at $49 a year for unlimited planners. There is no free download of the full planner.
Does it work with GoodNotes, Notability, Samsung Notes and e-ink tablets?
Yes. Download the iPad size for GoodNotes, Notability, Noteshelf, Xodo, Collanote or ZoomNotes; the Android size for Samsung Notes, Penly, Flexcil or Xodo; or the E-ink size for reMarkable, Kindle Scribe, Boox and Supernote. The links work in any app that follows PDF links, usually in read mode rather than pen mode. Every size is included in the price.
Can I print the real estate planner?
Yes. Choose A5, A4, US Letter or Half Letter in the builder for a printable PDF with a wider inner margin for hole punching. Printable and digital sizes come with the same purchase, so you can use the real estate planner on a tablet and print the pages you want on paper.
Is the real estate planner dated or undated?
Dated by default, starting in January 2027. You can pick any start month and year (including this month), 12 or 18 months, and Monday or Sunday weeks. Or switch to undated and write the dates in yourself, so a skipped week isn't wasted.
Does the AI fill in the real estate planner for me?
Only the goal parts, and only if you want it to. Type up to six goals and the AI writes a milestone for each month and a short action for each week onto your month and week pages, plus a motto for each month. You can edit every line before you download. Everything else, from the calendar pages to the trackers, is yours to fill in by hand. You can try it 3 times a day without an account.
How many pages is the real estate planner?
With the default settings it comes to about 504 pages. That includes 12 month pages, 53 weekly pages, 365 daily pages, the Real Estate, Business and Goals pages and 20 notes pages. Switching off daily pages or sections makes it shorter, and the builder shows the total as you change things.
Make it yours in about a minute.
Set your dates, device and goals, flip through the preview free, and pay only when it's right.
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