Agent Business Planner

Your year, worked out in numbers you can act on today.

A live planning tool for real estate agents: set your goal, see the daily activity it takes, and find out what you actually keep. Your loan officer shares it with you after the annual business planning class.

1. GoalsLast year vs. this year. Units, price, GCI, lead sources, seasonality.

2. FunnelConversations, appointments and Hours of Power per year, week and day.

3. MoneyFrom GCI to net after your split and taxes, against your real budget.

Try the demo planner Loan officer setup

Agents: ask your loan officer for your link. Nothing you enter leaves your device.