Maximize Your Daily Efficiency
Experience a streamlined workflow that helps you juggle listings, manage open houses, and track appointments in one place. With sections for real estate marketing strategies, lead tracking, and daily scheduling, this editable planner keeps you organized so you can focus on closing deals. Take charge of your time and see how a well-structured routine translates into real business growth.
This is a 54-page Real Estate Agent Planner Template editable in Canva (FREE Account)! The text is already written for you, but it is also easily edited in CANVA to add anything that is particular to your business or area. It is also completely customizable. Text, font, and colors are all fully editable to give you complete control of your branding and create a cohesive look for your business.
✦ WHAT YOU WILL RECEIVE ✦
⫸ 1 PDF with the links to the following Canva templates:
54 Fully Editable Pages, including:
-Business Overview
Target Audience
Value Preposition
Branding Kit
Strategy Overview
Swot Analysis
Competitor Analysis
Service Research
Marketing Plan
social Media Plan
Online Stats
Business Essentials
Startup Costs
Revenue Tracker
Income Tracker
Expense Tracker
Bill Tracker
Profit/Loss
Tax Payment Log
Work Schedule
Priority Matrix
Contact List
Client Details
Client Intake Form
Meeting Planner
Client Tracking
Client Follow Up
Daily Call Tracker
Password Tracker
Bank Accounts
Account Tracker
Landlord Questionnaire
Tenant Questionnaire
Tenant Details
Security Deposits
Showing Schedule
Property #
Property Inspection
Maintenance Log
Renovation Log
Alarm Information
Vacancy Rent
Insurance Details
Open House Sign-In
Open House Feedback
Buyer Questionnaire
Seller Questionnaire
Lead Generation
Closing Tracker
Notes
All in US Letter and A4
Please note that this is a DIGITAL DOWNLOAD listing. No physical product will be shipped to you.
✦ HOW TO USE YOUR REAL ESTATES AGENT PLANNER TEMPLATE✦
1. After the payment process, you will receive an email with confirmation and access to the PDF with the link(s) to the Canva template (**We do not send these files/templates to your email. It is the customer's responsibility to download your files).
2. Open the "Digital Product Template" file using a PDF reader. DO NOT USE CANVA to open this file!
3. The link in the PDF will direct you to a landing page in Canva. Log in or sign up on Canva first (it’s free). Click the “Use Template for New Design” button to save a new copy of the design to your Canva account and instantly begin editing – no need to make a copy!
4. Customize the template.
5. After customizing, download as PNG files for high-quality images or as PDFs for printing.
✦ IMPORTANT – PLEASE READ ✦
+ This is a DIGITAL PRODUCT, which means NO physical item will be shipped to you.
+ These templates are for use in Canva ONLY. (You don’t need a PRO account!)
+ All elements of our templates are FREE. BizTemplateForYou bears no responsibility for situations wherein the client utilizes PRO elements within Canva, resulting in charges incurred by Canva.
+ Common knowledge of Canva is required to edit the template.
+ Stock photos are free Canva images and are included. You can easily exchange them for your own or other stock pictures.
✦LICENSING TERMS✦
You are allowed to distribute and monetize the final products you create and download, like PDFs, presentations, and PNG files, using the provided templates.
However, it's prohibited to distribute or sell the original Canva templates or any modified versions of them. Also, replicating or altering the templates and presenting them as your own work is not allowed.
If you have any questions about licensing, please message me, and I'll be happy to help.
✦ CUSTOM ORDERS ✦
The templates are created for you to customize on your own with the help of resources like tutorial videos and PDF guides. I currently do not provide any customization services for the templates.
If there are any specific templates you are looking for, please fill out your template request form here: https://biztemplateforyou.canny.io/template-request.
✦RETURNS✦
Due to the digital nature of this product, ALL SALES ARE FINAL. This means requests for refunds or exchanges cannot be accepted, so please consider the product carefully before placing an order. Please feel free to ask me ANY questions before you make a purchase.
✦COPYRIGHT NOTICE✦
All of the files included in this download are original and copyrighted by Biz Templates For You. Files are for personal use only and may not be resold, copied, distributed, or shared with a third party. ©BIZ TEMPLATES FOR YOU
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