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

Printable Real Estate Agent & Client Management Tracker

$8.9528 pages

A printable real estate agent & client management tracker for recording leads and clients, monitoring property follow-ups and showings and appointments, and reviewing patterns 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
  • Tracking fields for leads and clients
  • Repeat-entry pages for property follow-ups
  • Progress records for showings and appointments
  • Pattern notes for transaction milestones
  • Summary reviews for referral notes
  • Printer-friendly US Letter layout
Buy now — $8.95

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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 tracker1
Monthly habit-tracker grids6
Weekly tracker pages6
Log tables6
Progress charts6
Monthly summary pages1
Notes1
See all 28 pages in order
  1. Cover
  2. How to use your tracker
  3. Monthly Tracker
  4. Weekly Tracker: Leads and clients
  5. Log: Leads and clients
  6. Progress Chart: Leads and clients
  7. Monthly Tracker
  8. Weekly Tracker: Property follow-ups
  9. Log: Property follow-ups
  10. Progress Chart: Property follow-ups
  11. Monthly Tracker
  12. Weekly Tracker: Showings and appointments
  13. Log: Showings and appointments
  14. Progress Chart: Showings and appointments
  15. Monthly Tracker
  16. Weekly Tracker: Transaction milestones
  17. Log: Transaction milestones
  18. Progress Chart: Transaction milestones
  19. Monthly Tracker
  20. Weekly Tracker: Referral notes
  21. Log: Referral notes
  22. Progress Chart: Referral notes
  23. Monthly Tracker
  24. Weekly Tracker: Leads and clients
  25. Log: Leads and clients
  26. Progress Chart: Leads and clients
  27. Monthly Summary
  28. Notes

How to use it

  1. Choose the few things you will record for leads and clients and property follow-ups, and add them to the habit grid.
  2. Fill in the weekly tracker and the log tables for showings and appointments and transaction milestones as you go; short entries are fine.
  3. Rate each week on the progress charts, including referral notes, so changes are easy to see.
  4. Use the monthly summary to decide what to keep, change or drop.

More tips: How to Start a Habit Tracker.

Other Real Estate Agent & Client Management printables

PrintableBest forPagesPrice
Plannerplan what happens next32$14.95
Journalreflect and write things down in your own words28$10.95
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 tracker in the shop. The complete bundle includes this tracker 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 tracker?

28 pages, including 6 monthly habit-tracker grids, 6 weekly tracker pages, 6 log tables.

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 tracker or the bundle?

Get the tracker if you mainly want to record the same measures again and again so progress is easy to see. The Real Estate Agent & Client Management bundle ($39.95) adds the other four formats on the same topic.