Realtors can benefit from using a digital planner. When your career means that you’re on the move, you need a plan that moves with you. The Key2Success planner works across several platforms, including Windows, Android, and Apple devices. Use with applications like OneNote, GoodNotes, Noteability, Samsung Notes, and more. Our PDF versions work on the ReMarkable, while the Onyx Boox is emerging as another contender for both PDF and OneNote. (Not sure which application is right for you? Check out our Get Started Guide here.)

Many of the realtors we work with enjoy using the Personal Pro (Professional) or the Business versions of the Key2Success Planner.

The benefits of these two planners include that they offer the ability to not only assist with your scheduling, but there are included meeting pages where you can track the objectives of your sellers and take notes on your buyer’s interests.

The project sheets serve as a means of making plans for each individual property listing.

In addition to those tools, the planner offers a wide range of tools for budgeting, habit tracking, and honing your ability to envision your goals into an achievable plan.

Ways realtors use the Key2Success Planner:

• Take notes with clients in the field and when you arrive at your office see your notes at your desktop or share them with you team and support staff.
• Add photos listings and import deals for signing.
• Manage budgets and expenses using the provided tools
• Keep track of contact information

The business planner includes all of these possibilities, plus it includes our Professional Builder, which is a tool that helps frame your long-term goals and develop an action plan that sets the stage for what you want to achieve in the coming years.

Installation support and one-on-one training are available if needed!

Bottom line: If you’re a realtor looking for a digital planner, we recommend the Business version of the Key2Success Planner for OneNote.