Real Estate Agent Daily Planner Task List Notepad. Simple one page document with calendar, task lists, call and mileage log. Keep organized and focused on selling real estate.
A Daily Planner for busy Real Estate Agents who recognize the importance of keeping organized and on-top of daily tasks. A Real Estate Agent’s business is hectic and often unpredictable, so simplify by keeping daily tasks organized with single page of checklists, calendar, and a space to document client and customer calls, and business mileage. The calendar portion of this document is undated, as most Real Estate Agents are available before and after typical business hours and on weekends. Fill in the date, and day, and list appointments of tasks and appointments in the calendar portion to keep organized and using time efficiently. Also a great place to use a diary of what specific tasks were accomplished during that hour. No matter how many closings you are closings, Agents must keep up with daily tasks to continue momentum, which can be overwhelming. Daily tasks are the typical required daily tasks of every agent, then tasks that involve prospective clients, appointment preparation, transaction task for active closings, and proactive tasks to improve marketing, keeping in contact with previous clients, and improving online presence. Call Log. This daily planner has a call log section, made to document communications that need to be included in customer or client files. As any Agent will agree, while on the road, documenting conversations can prove difficult, so this section allows an Agent to document a particular conversation. This can be relayed to an assistant to document a call or simply highlighted once that conversation has been documented in the correct file. Mileage Log. The mileage log is a simple way to document beginning mileage, destination, and end mileage, and total mileage to calculate totals for easy documentation that any accountant will appreciate.
EAN: 0688952602741
Manufacturer: LifeCharge LLC
Brand: LifeCharge LLC
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