Being in the real estate industry requires plenty of organization and efficiency.
To help with that, I created this Realtor business planner template on Canva to help agents and brokers like you.
This planner makes it easier to manage your businesses on the daily by keeping track of everything from properties and clients, to scheduled open houses, sales, leads, expenses and more in one place.
Plus, you can easily personalize and customize it according to your specific needs and apply your branding to it by changing the colors, fonts, texts, and adding your logo and images in Canva.
- Business Overview
- Target Audience
- SWOT Analysis
- Strategy Overview
- Competitor Analysis
- Value Proposition
- Branding Kit
- Service Research
- Marketing Plan
- Revenue Tracker
- Business Essentials
- Startup Costs
- Online Stats
- Social Media Plan
- Income Tracker
- Expenses Tracker
- Work Schedule
- Priority Matrix
- Meeting Planner
- Client Tracking
- Client Follow-Up
- Daily Call Tracker
- Contact List
- Client Details
- Bill Tracker
- Profit/Loss
- Tax Payment Log
- Client Details
- Client Intake Form
- Password Tracker
- Bank Accounts
- Account Tracker
- Tenant Questionnaire
- Tenant Details
- Property Forms
- Property Inspection
- Maintenance Log
- Renovation Log
- Alarm Information
- Security Deposits
- Showing Schedule
- Landlord Questionnaire
Members register or log in to download.
HOW IT WORKS
Complete the checkout process to gain instant access.
Check your email to download the PDF file with the Canva links.
Sign in or create a free Canva account to edit your templates.
Customize text, fonts, colors to match your branding.
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You've Got Questions, We've Got Answers
How do I access my content?
After completing the checkout process you will receive instant access to the templates. You can download it directly from your order page and you still receive a copy of your files via email for future reference.
Do I need a Pro Canva account to edit the elements?
Nope, you don't need a pro Canva account to edit the templates. I designed my templates carefully to make it available for both the free and pro accounts. If you ever find any problem I will be more than happy to help you solve it.
Are the images included?
In most cases yes. Most of the images used have a CC0 license. Meaning they allow to be shared. However, you can still replace them to match your branding.
What can I customize?
Everything! Fonts, images, text, color, logos, size, anything you need to make the template yours.
Contact and Support
My team is ready and willing to answer any questions you may have. Feel free to send us an email here and our team will get back to you as soon as possible.
Get Unlimited Access
to ALL my Canva Products for an ENTIRE Year!