REAL ESTATE AGENT PLANNER
🏡 REAL ESTATE AGENT PLANNER
Interactive Digital Planner & CRM for a Calmer, More Organized Business
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The Real Estate Agent Planner is an interactive HTML planner made for realtors who want more than a printable or a messy spreadsheet. Open it in your browser and manage listings, clients, viewings, deals and commissions in one connected workspace.
✨ No monthly subscription
✨ No app installation
✨ No account to create
✨ Your data stays on your device
✨ Just download, open, and start
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🧰 19 TOOLS IN ONE PLANNER
📊 Dashboard: today's appointments, calls due, expiring listing agreements, expected commission
📅 Calendar: viewings, valuations, open houses, signings and calls, with reminders
🏠 Property listings: photos, price, surface, rooms, features, owner, exclusive or open agreement
👥 Clients & leads: buyers, tenants, sellers and landlords with budget, areas and must-haves
🔁 Buyer matching: the right buyers for a listing, or the right listings for a buyer
👀 Viewing tracker: feedback, interest level and an automatic follow-up task
🤝 Deal pipeline: 6 stages from offer to closing, with a closing checklist
✅ Tasks with repeat rules and a document tracker for every property and deal
🧮 7 calculators: commission split, mortgage + amortization table, affordability, buying costs, rental yield, price per m², rent vs. buy
📈 Valuation helper with comparable sales
📣 Marketing studio: listing description, printable flyer, open house sign-in sheet, social post planner
💬 5 message templates ready to copy into WhatsApp or email
💰 Monthly goals, commission tracker (expected vs. received) and expense log
🗓️ Weekly planner, notes and several agency workspaces
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🎨 MAKE IT YOURS
🌈 15 color themes + your own colors
🌙 Light and dark mode, adjustable text size
🌍 Interface in English, French, Spanish and German
🖨️ Export to Excel, CSV and PDF, one-click backup and restore
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🌟 WHY AGENTS LOVE IT
✔️ Start each day knowing exactly what's next
✔️ Never miss a listing agreement renewal or a follow-up call
✔️ Match buyers to listings in seconds
✔️ Keep every deal moving to the closing table
✔️ Know what you've earned and what's still to come
✔️ Replace sticky notes, spreadsheets and paid CRM apps
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🏘️ PERFECT FOR
🏡 Independent realtors and real estate agents
📋 Listing agents and buyer's agents
🌱 New agents building their business
🏢 Small agencies and teams of one
🔑 Rental and property agents
💰 Agents who want an alternative to monthly CRM fees
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🚀 HOW TO GET STARTED
1️⃣ Download the files from Etsy on a computer
2️⃣ Open WellKept-Real-Estate-Agent-Planner.html in Chrome, Edge, Safari or Firefox
3️⃣ Explore the example agency, then clear it in Settings
4️⃣ Add your listings and clients, and start planning
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📦 WHAT YOU WILL RECEIVE
📁 1 Real Estate Agent Planner (HTML web app)
📘 Quick Start Guide (PDF, 4 pages)
📄 Start Here welcome guide (PDF)
⚡ Instant digital download, no physical item shipped
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🔒 IMPORTANT STORAGE INFORMATION
📌 Your data is saved locally in the browser on the device you use. Nothing is sent online.
📌 Export a backup regularly, and always before changing device, browser or clearing browser data.
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⚠️ PLEASE READ BEFORE PURCHASING
This product is:
✅ An interactive digital planner and CRM
✅ A browser-based organization tool for real estate agents
✅ An instant digital download
This product is not:
❌ A physical planner
❌ A PDF or GoodNotes planner
❌ A Canva template or Excel spreadsheet
❌ A cloud app with automatic sync between devices
❌ Connected to the MLS, listing portals or your calendar
Product images show fictional sample data. Appearance may vary slightly by browser and screen size.
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❓ FREQUENTLY ASKED QUESTIONS
💻 Do I need special software?
No. Only a modern web browser.
📱 Does it work on my phone or tablet?
Yes, in the browser. A computer is recommended for daily work.
💾 Does it save my work?
Yes, automatically, in the browser on your device.
🔔 Do reminders work when the planner is closed?
No. Reminders appear while the planner is open.
💰 Is there a monthly fee?
No. You pay once.
🧮 Are the calculators financial advice?
No. They give estimates to support your conversations.
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📜 PERSONAL-USE LICENSE
One purchase = one user. You may use the planner for your own real estate business.
🚫 Do not resell, share, upload publicly or redistribute the file.
For a team or agency license, send us a message.
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💛 YOUR BUSINESS, WELL KEPT
You already juggle showings, calls, paperwork and negotiations. Let your planner hold the details, so you can focus on your clients and on closing.
🏡 Download it today, open it in your browser, and run your real estate business from one calm, organized place.
