![]() ![]() This makes it easy for agents to access all their resources in one place. Finally, Notion integrates with many other tools used by real estate agents, such as Google Drive, Dropbox, Slack, Evernote, and more. Notion also allows agents to collaborate with others on shared projects or tasks without having to leave the platform. It also provides a visual overview of an agent’s business activities with its calendar view feature. ![]() Agents can use Notion to set up projects and tasks, access documents, track deadlines, assign tasks to team members, generate reports, and store notes and ideas. Notion is an excellent real estate planning tool for agents because it allows them to organize and centralize all their business tasks in one place. It’s a fantastic tool for agents to have in the industry today! 7. You get customizable dashboards, multi-year trend tracking, lead source tracking, financial statement tracking, and more for only $39 a month with 30 days free. You can also track your income sources, cash flow, and key performance indicators. ![]() It covers everything from active listings to closed sales, profitability, and projections. CTE (Commitment To Excellence)ĬTE is a great real estate planner for agents because it can help them track their business and know their numbers. Here are some of the top options to consider. Planner apps give real estate agents the tools they need to stay organized, all in the palm of their hand on a phone, Android tablet, or iPad. Consider investing in a planner app if a paper calendar does not work. ![]()
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