10 Best Planner For Real Estate Agents of December 2025

• 1.[Practical Function] Toplive portfolio equipped with a clipboard, a document sleeve, a zipper receipts /ticket pocket, 5 card slots, a cellphone pouch, a business card holder, a pencil holder and two earphone/cable organizer, make you stay organized and professional during a business trip, an interview or a conference etc.
• 2.[Measurement] Size of the clipboard is 32.5*23cm/ 12.8*9.06 inch, accommodates A4 size and Letter size paper sheets or documents.If it can not fit your document size, pls contact us.
• 3.[Enhanced Durability] This padfolio is handcrafted with high quality PU Leather, reinforced stitching and magnet closure, make the portfolio more durable.
• 4.[Ideal Gift] In a time swimming in receipts, tickets, cards and documents, our portfolio folder is an ideal gift for entrepreneurs and graduates to keep work or study organized.
• 5.[Service and Warranty] Quality is priority. We guarantee ONE YEAR warranty. Your 100% satisfaction is our Mission. Please feel free to contact us if any problems, our customer service team will reply to you at the first time.

Toplive

• A planner for busy Realtors who want to project professionalism to all parties to a real estate transaction. Realtors business is hectic and often unpredictable, so simplify by keeping your transactions logs organized. This single page form that offers key contract info at a glance. Deadline, contingent sale details, inspection requirements, executed contracts and recipients, and distribution of documents and reports, and parties to the contract.
• No matter how many closings you are managing, it is crucial to communicate progress with all parties to the home sale. This single page log offers all key transaction information at a glance. A busy agent should have a closing file folder for each transaction so they can easily answer client concerns or transaction questions and not be the cause of any delays.
• Real Estate Contracts and Reports. Keep track of which real estate contracts, repair bids, title and inspection reports have been distributed to clients, buyer, seller, escrow office, lender, cooperating real estate agents and office transaction managers or Principle Brokers. Collecting and dispersing vital information to enable a smooth transaction is crucial.
• Deadlines and closing dates organized. Even though most Real Estate Agents utilize a paperless system, carrying around this one page for each transaction is worthwhile. Real Estate Inspections, Real Estate Contingencies and due diligence deadlines should NEVER be missed! Negotiation deadlines being overlooked is a disservice to any client. Transaction log has a place to indicate deadline time frame, then list the actual date of the deadline. Easy checklist.
• Contract signatures. Track which contracts, addendums and property disclosures are executed so that you can easily identify any missing signatures and add to your to do list. Impress your Principal Broker with your organizational prowess. Make sure your real estate folder is complete at closing. Get you commission check quickly by keeping your Principal Broker’s file complete on all transactions.

Lifecharge LLC

• 📗 STYLISH BUSINESS PORTFOLIO; modern and elegant portfolio made with the highest quality black Vegan Leather with grey color stitches and strong dual zipper represents a beautiful design; It will give you a professional look and create an amazing first impression; Stand out and be unforgettable with this beautiful portfolio
• 📗 PREMIUM CAPACITY; 13 well-designed pockets to store everything you need; This padfolio offers optimized functions with a 2-tier folder pocket which is ideal for documents or resume, 10.1'' tablet sleeve, 1 zipper pocket for extra safety, 2 easy access interior pockets, 1 easy access exterior pocket for magazine, phone holder, 6 business card holders, pen holder & FREE A4 sized notebook; A specially designed notepad slot makes the portfolio appropriate for right or left-handed people
• 📗 BE ALWAYS NEAT & ORGANIZED; many portfolio organizers are not big enough to store all your documents; This one will meet your requirements; The pockets are large enough to fit all your important files without crinkling the papers and still keep the padfolio slim; The size of this file organizer was designed to fit into most briefcases and handbags which makes it easy to travel with; Dual zipper gives you the easy access and extra protection for your files
• 📗 EXCELLENT GIFT; This portfolio case is the best gift for anyone who is looking for a job and wants to shine in an interview; It's a great and practical gift for people who work in the office, students, graduates, real estate agents, lawyers, entrepreneurs and anyone who is thinking about starting their own business; Ideal present for men & women
• 📗 100% SATISFACTION GUARANTEE; We are committed to the high quality of our products; Our padfolio organizer is backed by our manufacturer 30 day money back guarantee with 1 YEAR free replacement warranty

Mastery Prestige

• 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.

Lifecharge LLC

Currency

• Raise your hand if you have ever forgotten a Buyers name, what they want, where you met, or what their situation is. It happens!! It happens because Real Estate is a hectic business that requires agents to switch gears and prioritize their time and efforts. There are not enough hours in the day for any productive Realtor. The struggle is real, you are not alone!
• Most Real Estate Agents are interested in turning prospects into Buyer clients. Especially if they believe they will enjoy working for a particular Buyer. It is important to create an individual log for each Buyer while looking for a purchase in order to keep organized. Do not rely on memory when dealing with clients, it is not a smart way to operate a commission based business.
• Make note of their financial capabilities, there loan status, the lender they are working with, the loan type, and their maximum spending limit. Take note if they need Seller assistance with paying their closing costs, and when they hope to purchase a home. Document if they have a contingency sale and the status of that contingency.
• Document each Buyers specific needs, wants, likes and dislikes. How many bedrooms, bathrooms, location, size, home condition, and any special requirements of a Buyer. This will help you make the most of their time, in determining whether a listing is within their parameters. Document the homes you show each buyer and their feedback, and which homes they wrote an offer to purchase on.
• Real Estate Agent works with a lot of Buyers at any given time, particularly the ones that are not in a rush, but perfectly capable of making a purchase and interested in making a move. Honestly, some buyers are easy to forget about when they are not in an immediate need. Forgetting just ONE Buyer can be costly! Document marketing efforts and ratified contracts received.

Lifecharge LLC