Best Planners for Agents (Paper and Digital)

A great planner is critical in real estate. It can keep your appointments and showings organized, remind you of important client meetings and conferences, and even help you achieve your short-term and long-term goals.

But not all real estate agent planners are created equal.

Are you on the hunt for the perfect planner for your real estate business? Here are four planners we recommend:

Best all-around planners: Full Focus

If you want one of the best planners for real estate agents, Full Focus is a great option that does it all. These sleek leather books include both daily and weekly pages, as well as goal-based sections that allow you to set milestones, create action plans, and track progress over time. They also come in seven different colors and two binding options.

Best simple planners: Simplified

Simplified planners are a good option real estate professionals who just want something to track your day-to-day happenings in a clean, easy-to-access way. These come in all sorts of colors and fun patterns, and they offer a visual monthly calendar, individual daily pages, and a notes section. There are also handy stickers you can use to flag important days or events.

Best digital planners: Any.do

If you don’t want to lug around a physical planner everywhere you go, a mobile-based digital planning app might be a better choice. One great option is Any.do, which lets you create events, lists, reminders, and more, and see them all easily organized in one central hub. You can even add hashtags to help you more easily find certain clients, appointments, or projects. 

Best social media planners: Planoly

Want to keep your Facebook, Instagram, TikTok, and Pinterest posts all organized and on track? Planoly can help. The platform lets you create and schedule content, and it even offers inspiration if you hit a block. There are also stock photos and templates you can use, plus built-in metrics so you can monitor your performance.

Honorable mention: Google Calendar

If you have an iPhone, Google Calendar — which comes with your device — can be helpful, too. You can use it to schedule events and meetings (and even invite others), and you can color-code your calendars, too. This makes it easy to keep your many clients and projects organized and on track. 

Need more help growing your business?

Check out our real estate agent resources section, read our SEO guide, or reach out to an Embrace Home Loans office in your area today.