Printable Real Estate Agent & Client Management Journal cover
Real Estate Agent & Client Management · Journal

Printable Real Estate Agent & Client Management Journal

$10.9528 pages

A guided real estate agent & client management journal with writing space for leads and clients, reflections on property follow-ups, notes about showings and appointments, and review prompts connected with transaction milestones and referral notes.

Format Printable PDFPage size US Letter 8.5 × 11 inDelivery Digital downloadPhysical item None shipped

What’s included

  • 28 printable pages
  • Guided prompts about leads and clients
  • Reflection pages for property follow-ups
  • Notes for showings and appointments
  • Writing prompts about transaction milestones
  • Review pages for referral notes
  • Printer-friendly US Letter layout
Buy now — $10.95

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Inside the printable

Preview the pages

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Complete the Real Estate Agent & Client Management system

Buy the individual tools you need, or choose the complete bundle for the lowest combined price.

What's inside the 28 pages

The exact page breakdown of the PDF you download:

Page typePages
Cover page1
How to use your journal1
My Intentions1
Guided reflection pages6
Topic writing pages6
Daily entry pages6
Dot-grid pages for ideas and sketches5
Review & Next Steps1
Notes1
See all 28 pages in order
  1. Cover
  2. How to use your journal
  3. My Intentions
  4. Reflection: Leads and clients
  5. Writing page: Leads and clients
  6. Daily Entry
  7. Ideas & Sketches
  8. Reflection: Property follow-ups
  9. Writing page: Property follow-ups
  10. Daily Entry
  11. Ideas & Sketches
  12. Reflection: Showings and appointments
  13. Writing page: Showings and appointments
  14. Daily Entry
  15. Ideas & Sketches
  16. Reflection: Transaction milestones
  17. Writing page: Transaction milestones
  18. Daily Entry
  19. Ideas & Sketches
  20. Reflection: Referral notes
  21. Writing page: Referral notes
  22. Daily Entry
  23. Ideas & Sketches
  24. Reflection: Leads and clients
  25. Writing page: Leads and clients
  26. Daily Entry
  27. Review & Next Steps
  28. Notes

How to use it

  1. Write down on the intentions page what you want this journal to help with.
  2. Use the reflection pages to think through leads and clients and property follow-ups.
  3. The topic pages give free writing space for showings and appointments, transaction milestones and referral notes; the dot-grid pages are for ideas and sketches.
  4. Every few weeks, use the review page to pull out what you learned.

More tips: Planner vs Journal: What Is the Difference?.

Other Real Estate Agent & Client Management printables

PrintableBest forPagesPrice
Plannerplan what happens next32$14.95
Trackerrecord the same measures again and again so progress is easy to see28$8.95
Logbookkeep dated records you can look back on later24$9.95
Workbookwork through a topic step by step with guided exercises26$14.95
Bundleall five formats together138$39.95

See the whole Real Estate Agent & Client Management collection, more topics in Business & Career, or every printable journal in the shop. The complete bundle includes this journal and saves $19.80.

Printing and delivery

US Letter 8.5 × 11 in PDF, instant download after Stripe checkout; nothing is shipped. Print at 100% (use "Fit to page" for A4) and reprint any page whenever you need it. Tips: printing planner pages at home.

Product questions

Questions about this printable

How many pages are in the Real Estate Agent & Client Management journal?

28 pages, including 6 guided reflection pages, 6 topic writing pages, 6 daily entry pages.

What real estate agent & client management topics does it cover?

The pages are organized around leads and clients, property follow-ups, showings and appointments, transaction milestones and referral notes.

Should I get the journal or the bundle?

Get the journal if you mainly want to reflect and write things down in your own words. The Real Estate Agent & Client Management bundle ($39.95) adds the other four formats on the same topic.