Free Real Estate Agent Expenses Excel Spreadsheet Template

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Table of Contents

1. Free Template Download
2. Key Items to Include on an Expense Sheet
3. Why You Should Use Templates
4. Why It is Important to Track Expenses
5. Join Newsletter

Free Real Estate Expense Tracker Excel Spreadsheet

View File [PDF] | Link To Google Sheets | Download Excel

As a third-generation member of a real estate family, I’ve inherited a wealth of knowledge about real estate operations, and my real estate expenses spreadsheet is a tool I’m thrilled to share. This spreadsheet is a game-changer for expense management, helping real estate agents like my father and me categorize expenses and manage our expense accounts effectively.

It’s designed to streamline business operations, allowing us to identify tax deductible expenses and make informed business decisions. I’m weird in how much I love keeping track of professional fees and operational costs to help maintain the financial health and forecasting future expenses. Having a clear view of monthly expenses and common expense categories, my expense spreadsheet supports managing finances and optimizing net income. It helps us uncover potential tax deductions, paving the way for financial success in our real estate properties.

Several sites offer free templates for real estate expenses spreadsheets. For example, Joe Stephenson provides a variety of free top real estate expense spreadsheets You can also find free spreadsheet templates on Google Sheets that are customizable and easy to use.

• Google Sheets has customizable free spreadsheet templates.
• Many other sites offer free or affordable spreadsheet templates.
• A real estate agent expenses spreadsheet is an essential tool for managing your real estate business finances.

I love using an easy to ready and scan expense tracker spreadsheet. It allows me and other real estate agents to efficiently track income and total expenses, providing a clear view of financial performance. I like using them for mostly analyzing spending patterns, and this helps me make informed decisions and save time on financial management, leading to better overall efficiency.

Examples of Real Estate Agent Expenses Spreadsheets

There are several examples of real estate agent expenses spreadsheets available online.

Key Items to Include on a Real Estate Agent Expenses Spreadsheet

• Advertising and Marketing Costs – Include expenses for online listings, print ads, social media promotion, and other marketing materials.
• Real Estate Agent Commission Calculations and Referral Fees – Keep track of payments to other agents and fees paid for referrals.
• Education and Training Expenses – Include costs associated with continuing education, real estate courses, seminars, and workshops.
• Travel and Vehicle Expenses – Account for mileage, fuel, maintenance, and other travel-related expenses.
• Office Supplies and Equipment – List costs for office supplies, computers, software subscriptions, and other equipment.
• Insurance Premiums – Document payments for professional liability insurance, health insurance, and other types.
• Association Fees: Track fees paid to local, state, or national real estate associations.
• Telecommunication Expenses – Include mobile phone, internet, and other communication-related expenses.
• Home Office Deductions: If applicable, note home office expenses such as a portion of rent, utilities, and internet used for business purposes.
• Legal and Professional Services – Keep records of expenses for legal advice, accounting, and other professional services.
• Client Entertainment and Gifts – List costs related to entertaining clients or purchasing gifts for them within the tax-deductible limit.
• Property Management Fees – For realtors managing properties, include fees or charges related to this service.
• Repairs and Maintenance for Property Listings – Track spending on repairs, maintenance, or home staging for your listings.
• Utilities for Listings – If paying for utilities at a property you’re selling or leasing, include those expenses here.
• Real Estate Specific Software – Include costs related to customer relationship management (CRM) platforms and other industry-specific software.

Common Tax Deductions

Claiming tax deductions is a crucial part of managing your finances as a real estate professional. These deductions can help reduce your taxable income and ultimately save you money on your taxes. Here are some common tax deductions that real estate professionals should be aware of.

Common Tax Deductions	Explanation
Vehicle Expenses	Real estate agents can claim tax deductions for travel expenses related to real estate transactions, enhancing financial management and cost savings.
Office Supplies	Expenses related to office supplies are common tax deductions, aiding in expense management and financial planning for real estate professionals.
Marketing Costs	Marketing costs are deductible operating expenses, crucial for real estate brokerage and investment, supporting informed business decisions.
Professional Fees	Fees paid to tax professionals for tax filing and financial analysis are deductible, assisting in financial tracking and expense report preparation.
Property Taxes	Real estate agents can deduct property taxes as part of their financial records, contributing to effective real estate operations.
Education and Training	Costs for education and training in real estate are deductible, supporting financial reports and enhancing real estate professionals’ skills.
Insurance Premiums	Insurance premiums are deductible, aiding in financial analysis and providing cost savings for real estate investment.

Why Use a Real Estate Agent Expenses Spreadsheet

In the real estate business, keeping track of income and expenses is crucial.

A real estate agent expenses spreadsheet is a handy tool that aids real estate agents in efficiently tracking income, expenses, and cash flow.

This invaluable tool can help you identify major expenses, manage your budget, and streamline your spending.

• A real estate agent expenses spreadsheet helps manage income and expenses.
• It aids in tracking cash flow and identifying major expenses.
• It’s an essential tool for any real estate business.

What to Include in Your Real Estate Agent Expenses Spreadsheet

Your real estate agent expenses spreadsheet should be comprehensive, including categories for all business-related expenses such as advertising costs, insurance premiums, home office expenses, and other operating expenses.

Additionally, it should have a section for tracking rental income and other revenue streams. It’s also beneficial to include sections for tracking unreimbursable expenses and tax deductions which are relevant to real estate professionals.

• Include categories for all business-related expenses like advertising and insurance.
• Track rental income and other sources of revenue.
• Account for unreimbursable expenses and tax deductions.

Why it is Important to Track Your Real Estate Agent Income and Operating Expenses

Tracking your real estate income and expenses is a crucial aspect of managing your real estate business. It provides a clear picture of your financial position in the real estate market, which can guide your decision-making process. An expense spreadsheet provides a clear picture of your financial position.

• Categorizing expenses helps with efficient tracking and management.
• Tracking income from rental properties and other sources is vital.
• Accounting software or an income tracker can simplify the tracking process.
• An organized expense sheet aids in efficient tax preparation and filing.

An expense spreadsheet or a REALTOR® expense spreadsheet makes it easy to categorize your expenses into different expense categories like rental expenses, additional expenses, and other expenses. It also helps you keep track of your rental property income and any other real estate agent income. Using an income tracker or accounting software, you can easily monitor your money flow and prepare for income tax season more efficiently. A well-organized expense sheet can be a powerful tool when consulting with a tax professional or filing your tax return, especially if you’re self-employed.

Our Other Real Estate Templates

Template Name	Description
Real Estate Agent Expenses Spreadsheet	Track and manage your expenses efficiently.
Real Estate Agent Profit and Loss Statement Template	Analyze your financial performance with ease.
Real Estate Lead Tracking Excel Spreadsheet	Keep track of your leads and boost conversions.
Rental Property Inspection Checklist	Ensure thorough inspections with this comprehensive checklist.
Real Estate Agent Daily Schedule	Organize your day for maximum productivity.
Real Estate Agent Onboarding Checklist	Streamline the onboarding process for new agents.
Real Estate Listing Checklist Template	Manage your listings effectively with this checklist.
Rental Property Chart of Accounts Template	Simplify your accounting with this chart of accounts.
Rental Property Business Plan Template	Plan your rental property business strategically.
Open House Checklist for Real Estate Agents	Prepare for successful open houses with this checklist.
Short-Term Rental Management Agreement	Manage short-term rentals with a clear agreement.
SWOT Analysis Real Estate Template	Conduct a SWOT analysis for your real estate business.
Real Estate Flyer Templates for Real Estate Agents	Create eye-catching flyers to market your properties.

Follow for More Advice for Real Estate Agents and Your Real Estate Business

Tracking your real estate income and expenses is a crucial aspect of managing your real estate business. It provides a clear picture of your financial position in the real estate market, which can guide your decision-making process. An expense spreadsheet provides a clear picture of your financial position.

• Categorizing expenses helps with efficient tracking and management.
• Tracking income from rental properties and other sources is vital.
• Accounting software or an income tracker can simplify the tracking process.
• An organized expense sheet aids in efficient tax preparation and filing.

An expense spreadsheet or a REALTOR® expense spreadsheet makes it easy to categorize your expenses into different expense categories like rental expenses, additional expenses, and other expenses.

It also helps you keep track of your rental property income and any other real estate agent income. Using an income tracker or accounting software, you can easily monitor your money flow and prepare for income tax season more efficiently. A well-organized expense sheet can be a powerful tool when consulting with a tax professional or filing your tax return, especially if you’re self-employed.

Join Our Real Estate Professional Network

Take your REALTOR® profession to the next level in 2025! Gain the tools to master tax filing, track valuable tax deductions, and ensure your operating expenses are optimized for success. Utilize a detailed expense report and a realtor expense spreadsheet to stay organized and identify tax-deductible opportunities.

Improve your financial health by managing property taxes effectively, keeping travel expenses under control, and streamlining property management tasks. Enhance your expertise with rental properties and align your financial performance for better growth. Simplify the tax return process and unlock new potential in your real estate career.

Join our Real Estate Agent network, sign up for our newsletter, and check back often for updates. Let’s make 2025 the year you thrive in the real estate industry.

I’ve put together this Real Estate Offering Memorandum template to help bring clarity and structure to your commercial real estate property presentations. Having learned from countless real estate deals within the commercial real estate industry, I know how crucial it is to provide prospective investors with a clear and professional overview of an investment opportunity.

What is a Real Estate Offering Memorandum template for? This template is designed to simplify the investment process and lay out the essential details required to guide informed decisions regarding real estate investments. This is a tool to help you present your property more effectively and set the foundation for successful outcomes with prospective investors within one document.

Disclaimer

It’s important to note that this template is purely for informational purposes and is not intended to replace a legally binding document. If you’re unsure about compliance, regulations, or other legal aspects tied to your property or transaction, I strongly recommend consulting with experienced legal experts. Proper legal guidance will help ensure every step of the process is handled correctly and with your best interests in mind.

Memorandum Template Sample Download

(Google Doc)

This template is designed to help you create a comprehensive and professional Real Estate Offering Memorandum (OM). Fill in the fields under each section to provide potential investors with all the necessary information about your property. You can customize this template to fit your specific investment opportunity.

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[Your Property Name]

Offering Memorandum

Executive Summary

Provide a brief overview of the investment opportunity. Highlight key points such as the property’s unique features, location benefits, and the rationale for the investment.

• Key investment opportunity details
• Expected return on investment
• Property type and purchase price

Property Description

Describe the property with as much detail as possible. This section helps set the tone for what potential buyers or investors can expect.

• Property address
• Total square footage or acreage
• Property type (e.g., office space, multifamily residential, retail)
• Current use of the property
• Year built or recently renovated

Market Analysis

Provide an overview of the local real estate market and its trends. Give investors an understanding of the current and future potential of the surrounding area.

• Demographic trends and population growth
• Economic drivers in the area (e.g., businesses, industries)
• Overview of comparable properties

Financial Information

Outline the important financial details that investors need to evaluate the opportunity. Be transparent and provide all relevant projections and statements.

• Current income and expenses of the property
• Pro forma income statements
• Cash flow projections
• Expected ROI (return on investment)

Investment Highlights

Draw attention to the most compelling reasons to invest in this property. Use bullet points or a short paragraph to make these stand out.

• Strategically located near high-demand areas
• Long-term leases with creditworthy tenants
• Recent renovations or upgrades

Location Overview

Provide more information about the property’s neighborhood and community. Help investors visualize the location’s advantages.

• Nearby amenities (e.g., schools, shopping centers, parks)
• Public transportation options
• Major highways, airports, or other infrastructure

Tenant Information

If the property has existing tenants, detail their significance to this investment opportunity. Investors will want to know about income stability.

• Tenant names and industries (if public information)
• Lease terms (duration, renewal options, etc.)
• Rental income and occupancy rate

Photos and Maps

Visual aids enhance understanding and make the memorandum more appealing to potential investors.

• Interior and exterior property photos
• Aerial view or map showing property location
• Layout or site map, if available

Legal and Compliance Information

Include any legal or zoning considerations that may impact the property or future development.

• Zoning restrictions
• Permits required for renovations or development
• Environmental compliance details

Contact Information

Make it easy for potential investors to reach out with questions or requests for more information.

• Name of broker/agent handling the sale
• Contact email and phone number
• Company name and office address

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This template covers all the critical details of a Real Estate Offering Memorandum. Once you’ve filled out these sections, your OM will provide investors with the clarity and confidence they need to move forward.

Check Back For Updates to the Commercial Real Estate Memorandum Template

To elevate your Real Estate Offering Memorandum (real estate OM) and make a lasting impression, including a range of extra features can enhance its professionalism and appeal. Focus on both the company background and the investment involved so you can create an effective offering memorandum that delivers a good impression from the very first glance.

• Cover Page with brand colors and your logo to give a polished first impression.
• Confidentiality Disclaimer stating the terms of use and emphasizing the confidential nature of the document.
• Market Overview to provide context about the commercial property’s location and surrounding economic conditions.
• Detailed Description of the real estate opportunity, highlighting its amenities with a clear amenities map.
• Key Features of the property, including property type, facilities map, and rent roll.
• Investment Summary that briefly describes the financial highlights, including interest rate and projected returns.
• Management Biographies to introduce property managers or individuals overseeing business operations.
• Subscription Agreement details for private placement agreements or non-accredited investors, if applicable.
• Call to Action encouraging potential buyers or real estate agents to engage further.
• Additional Sections like key business notes, a document that outlines future plans for the next deal, or insights into private offering legal considerations.

A well-rounded commercial real estate offering is not just about the property but how you present the investment opportunity to potential clients. Implement these elements to not only generate interest among potential investors but to make sure the memorandum serves as a detailed document that fully encompasses all important details. These features help convey a professional and organized representation of the opportunity, setting you apart in the competitive real estate market.

Subscribe to Our Real Estate Investing Newsletter

Joining our Real Estate Investing Newsletter opens the door to a wealth of knowledge and exclusive opportunities. If you’re curious about understanding legal documents involved in real estate transactions or want tips on working with an experienced investment banker, then our updates have you covered. You’ll gain insights into how an investment memorandum helps evaluate projects, understand the crucial role an offering memorandum serves in outlining deals, and learn about the importance of creating legally binding contracts for secure transactions. Our newsletter also explores the key document outlines you need to know for successful investing. Stay informed, make smarter decisions, and elevate your real estate investment game by subscribing today.

REAL ESTATE AGENT / TEMPLATES

Author: Joe Stephenson, REALTOR®

Free Real Estate Agent Onboarding Checklist and Generator

(Download a PDF, Excel, CSV)

I put together a tailored checklist you can use for your real estate business to effectively onboard new real estate agents This comprehensive checklist is crafted to support both seasoned agents and new real estate agents, with the hope they start with a strategic advantage. A streamlined onboarding process helps prospective agents integrate smoothly, backed by a consistent training schedule and access to essential training courses. The checklist improves efficiency and ensures comprehensive training for onboarding. It helps the real estate team manage key elements like other employment documents and includes practice scripts to support both the agent and the new team member. Keeping client satisfaction at the forefront, it strengthens agent retention and provides tools to track your agent performance. Designed to meet the evolving demands of the real estate market, the checklist addresses managing client interactions and creates a structured foundation for achieving onboarding success.

Download This Printable Real Estate Agent Onboarding Checklist

PDF | Excel | CSV | Google Sheet

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New Real Estate Agent Onboarding Checklist

Stage	Task	Description
Pre-Onboarding	Prepare Welcome Kit	Include company policies, culture document, and an outline of the first week’s schedule.
Pre-Onboarding	Set Up Workstation	Ensure access to necessary office space, computer, and software tools.
Pre-Onboarding	Gather Essential Tools and Resources	Provide access to the MLS, real estate databases, and project management software.
Pre-Onboarding	Organize Administrative Processes	Set up email accounts, business cards, and necessary logins.
First Day	Warm Welcome	Make a positive first impression to integrate the new agent into the team.
First Day	Company Culture Introduction	Share the organization’s culture, vision, and values.
First Day	Orientation Sessions	Cover administrative tasks, office tour, and introduce to the team.
First Day	Review Job Role and Expectations	Clarify responsibilities, goals, and how their role fits into the customer journey.
First Week	Training Program Initiation	Start with a structured training program focusing on customer interactions, services offered, and routine tasks.
First Week	Assign a Mentor	Implement a buddy system for support and guidance.
First Week	Encourage Shadowing Sessions	Allow shadowing experienced agents for practical learning.
Ongoing Training and Support	Regular Check-Ins and Feedback Sessions	Schedule weekly meetings for the first few months for progress review and to provide feedback.
Ongoing Training and Support	Ongoing Training	Offer continuous learning opportunities to ensure skills development and up-to-date industry knowledge.
Ongoing Training and Support	Performance Reviews	Conduct performance evaluations periodically to discuss achievements and areas for improvement.

Creating an organized agent employee folder helps real estate professionals focus on agent success and boost agent satisfaction. You’ll find a process with online courses that cater to the evolving needs of onboarding agents, paving the way for lasting success in the industry

Any real estate brokerage, particularly those in commercial real estate, thrive when agent satisfaction is prioritized. Team leaders play a pivotal role in driving agents’ success by fostering professional development Social media accounts are also integral to the real estate industry, providing agents with platforms to expand their reach. This checklist aims to support real estate businesses in nurturing both seasoned agents and newcomers alike

More Free Resources for Real Estate Agents

1. Free Real Estate Expense Tracking Spreadsheet
2. Profit and Loss Statement for Real Estate Agnets (Excel and PDF)
3. Free Real Estate Lead Tracking Spreadsheet

Key Components of Real Estate Agent Onboarding

Effective agent onboarding is crucial for ensuring new agents integrate smoothly into your team, understand their roles, and contribute to the company’s success.

A thorough understanding of the company, its culture, and the administrative processes involved is essential for new hires. New employees should complete the process in an efficient manner because it benefits all of the teams.

Why Is Effective Agent Onboarding Essential?

• Ensures a smooth transition into the company, reducing early-stage anxiety.
• Improves employee engagement and job satisfaction, contributing to higher retention rates.
• Increases productivity by providing clear expectations and necessary resources from the start.

Encourage Shadowing Sessions

Shadowing experienced agents allows new hires to gain practical insights into customer interactions, enhancing their understanding of the customer experience and increasing their confidence in handling client information.

Key Considerations When Selecting the Ideal Client Onboarding Tool

• Look for tools that offer ease of use, flexibility, and integration with existing systems.
• Ensure the tool supports efficient management of client information and facilitates effective communication.

Metrics and Considerations of the Agent Onboarding Process

• Monitor metrics such as time to full productivity, employee engagement scores, and turnover rates.
• Collect feedback from new agents to continuously refine the onboarding process.

The Role of Technology in REALTOR® Onboarding

Utilizing technology in the onboarding process can streamline administrative tasks, provide easy access to training materials, and enhance the overall onboarding experience for new agents.

Develop a Training Program

A structured training program is key to equipping new agents with the necessary skills and knowledge. Ensure all training materials are accurate, up-to-date, and relevant to your business needs.

Set your new hires up for success, and ensure they feel supported, valued, and prepared to excel in their new roles. The onboarding process is a critical investment in your team’s future and the overall success of your business.

Read Our Blog Post

A True Story of My Friend’s Onboarding Process as a Real Estate Agent

When my friend Bryan embarked on his new career as a real estate agent, his onboarding experience was, to put it mildly, a saga.

The amount of paperwork he had to sign was overwhelming, and the list of requirements he needed to fulfill seemed never-ending.

Despite all this, Bryan often found himself navigating a maze of confusion, unsure of what exactly was expected of him in his new role.

It became evident that a well-thought-out checklist would have been a game-changer for his broker’s approach to center agent onboarding.

The lack of organization turned what should have been an exciting new beginning into a somewhat chaotic ordeal.

Bryan recounted feeling lost amidst the onboarding activities, a sentiment that made it challenging to start on the right foot. Yet, despite the less-than-ideal beginning, Bryan refused to let it dampen his enthusiasm for his future in real estate.

He couldn’t help but believe that the entire process could have been significantly smoother.

A structured onboarding process with clear follow-up procedures, set expectations, and comprehensive onboarding activities could have paved the way for increased productivity and higher customer satisfaction much earlier.

Such an organized approach would not only have aided Bryan as the new employee but also served as a crucial metric measure for the company to ensure accountability and effectively assess the progress of new hires during the critical early stages of their employment.

In reflecting on Bryan’s story, it’s clear that an efficient and well-organized onboarding process is vital. It ensures that each person joining the team is fully equipped and ready to contribute to the services and success of the organization from day one.

Contact Joe. Join Our Newsletter.

Stay informed about the latest trends and tips in real estate by joining our newsletter. It seems like we are always creating new templates and making more tools to help real estate agents and brokers free up time. Join our newsletter to stay up-to-date on all of it.

Starting in the rental property industry was a challenge for me. I struggled to manage property maintenance, collect rent payments on time, and stay organized while trying to grow my business in the competitive rental property market.

That experience taught me the importance of having a structured plan to guide every aspect of the rental property business.

This is why I created the rental property business plan template. This free resource, available for download in both Google Slides and PowerPoint, is tailored for rental property owners, real estate investors, and rental property companies.

It addresses essential elements such as property management, property maintenance, and leveraging opportunities in the local rental market. The real estate industry demands efficiency and adaptability. A strong business plan equips you with the tools to attract tenants, expand your portfolio, and stay ahead in the rental market.

With this template, you can define clear strategies for rent collection and ensure your property business thrives. Download it today and take a confident step toward building a successful rental property business.

Download Rental Property Business Plan Template

PPT | Google Slides

Sample Template

Slide #	Section	Content
1	Title Slide	Rental Property Business Plan Template with company name, address, phone number, and website. Include a brief overview of the rental property business and its mission to deliver high-quality rental properties.
2	Executive Summary	A brief overview of the rental property business plan, emphasizing company description, target market, competitive advantage, and plans for property acquisition and management.
3	Company Description	Outline the company’s mission to be a successful rental property business. Mention the rental property portfolio (e.g., single-family homes, furnished rentals, and residential units) and prime locations.
4	Market Analysis	Provide market research on the rental property market, including local market trends, industry analysis, and insights into the competitive rental property market. Highlight the demand for affordable housing solutions.
5	Target Market	Define the target audience for the rental property business (e.g., potential tenants such as families, young professionals, and local community members). Explain how you’ll attract tenants with competitive pricing and quality housing.
6	Competitive Analysis	Highlight competitors in the rental property industry and analyze their strengths/weaknesses. Show how your property business offers a competitive advantage through superior property maintenance and customer satisfaction.
7	Management Team	Introduce the management team, including property managers and other team members responsible for property acquisition, property maintenance, rent collection, and comprehensive property management services.
8	Rental Property Portfolio	Showcase the portfolio, which includes residential units (e.g., single-family homes, furnished rentals) in prime locations. Discuss potential investment property acquisitions and portfolio growth strategies.
9	Financial Plan	Provide financial projections, including rental income, property taxes, cash flow, and mortgage payments. Discuss the role of personal savings and how to maintain accurate financial records.
10	Property Management	Describe comprehensive property management services, including rent collection, property maintenance, and the use of property management software to streamline tasks. Mention property management fees as part of the business strategy.
11	Marketing Strategy	Outline how you’ll market the rental property business, focusing on attracting potential tenants through competitive pricing, exceptional customer service, and partnerships with local businesses. Highlight strategies to build awareness for the rental property agency.
12	Schedule & Deadlines	Share a timeline highlighting important milestones in the rental business, such as property acquisition, attracting quality tenants, and expanding the property portfolio. Align deadlines with market trends.
13	KPIs for Success	Identify key elements such as customer satisfaction, rent payments collected, tenant retention, occupancy rates, and cash flow as metrics for a successful rental property business.
14	Thank You	Close with a message emphasizing your commitment to the rental property industry and how the business will provide a competitive advantage in the real estate market. Include contact information and encourage inquiries.

A well-crafted rental property business plan incorporates key elements that help rental property companies thrive in the competitive real estate industry.

Knowing the market through thorough industry and market analysis is essential for rental property owners and property managers who aim to make informed decisions.

A clear marketing strategy ensures properties reach the right audience, while a strong management team helps streamline operations and maintain efficiency.

Financial planning, including detailed financial projections and strategies to manage property taxes and cash flow, provides a solid foundation for success.

Real estate investors and property owners can use the plan to identify opportunities, maximize rental income, and create a roadmap for growth.

These components define a rental business plan that supports sustainable success in the rental property market.

More Rental Property Resources

Resource
Rental Property Analysis Spreadsheet
Rental Property Inspection Checklist
Rental Property Chart of Accounts Template
Rental Property Expense Worksheet
Short-Term Rental Management Agreement

Join Our Real Estate Professional Network

Join our network of rental property companies and property managers and take your place as a leader in the rental property industry.

Gain access to in-depth industry analysis and comprehensive executive summaries that deliver actionable insights into local rental markets and empower you to create a winning pricing strategy.

Expand your rental property portfolio, including residential units, with expert guidance on reducing maintenance costs and optimizing operational efficiency.

Unlock proven tools and strategies to generate consistent passive income and secure your financial future.

Take the next step in advancing your real estate career—connect with us today and claim your competitive edge.

Subscribe to our Real Estate Newsletter

Stay ahead in the rental property industry by subscribing to our real estate agent newsletter!

Get exclusive access to expert insights on crafting a winning rental property business plan template and mastering the art of creating a solid rental property business plan.

Discover proven strategies for building and growing your rental property business, navigating the dynamic rental property market, and optimizing your investments in rental property.

Our newsletter delivers updates on the latest trends in property management and effective approaches to property maintenance, ensuring you stay prepared for every challenge.

Gain valuable knowledge on developing a comprehensive property business plan and business plan that sets you apart in the competitive world of real estate.

Don’t miss the opportunity to elevate your career—subscribe now.

As a new real estate agent or seasoned agent with a real estate business, I know how important it is to have a structured schedule. Your real estate agent’s schedule needs to keep you organized, focused, and efficient, especially in such a competitive field. A career in the real estate industry can take awhile to build up, so every day counts when you’re working toward success.

Real estate professionals when starting out, know one’s personal time becomes harder to protect as they juggle prospecting, networking, and learning the ins and outs of the business. That’s why important tasks and time management tips are needed for staying on track. A real estate schedule can help with that. This template and checklist were created to help you prioritize what matters most, create balance, and make real progress in your real estate career.

Download Real Estate Agent Daily Schedule Template

PDF | .doc | Google Docs

Download Real Estate Agent Daily Schedule Checklist

PDF | .doc | Google Docs

Free Daily Planner

Real Estate Agent’s Schedule Weekly Example

Creating one’s own schedule that is designed to help real estate agents build productivity, develop relationships, and grow their real estate business. Following this structured plan will help you lay a strong foundation for success. Here is a sample daily schedule.

Monday – Foundation and Planning

Start the day with a healthy breakfast and review your real estate agent’s schedule for the week
Spend time on mindset preparation such as affirmations or meditation

Use time blocking to allocate hours for important tasks and prospecting activities
Prioritize tasks for the day that focus your energy on high-impact activities

Begin the week with cold calling, making at least 20 calls to potential clients
Follow up with past inquiries and hot leads to build momentum for the week

Spend an hour reviewing new listings, pricing trends, and local market data

Wrap up your day by reflecting on progress and adjusting the daily schedule for Tuesday

Tuesday – Social Media and Marketing

Start with a healthy breakfast and a review of your daily routine checklist

Create and post one engaging real estate content piece to social media accounts
Engage with at least 10 posts from successful agents or potential clients to increase visibility

Use marketing strategies like targeted email campaigns to promote new listings
Reach out to your network and local businesses to generate leads

Update your CRM with new leads and organize any pending paperwork
Analyze the performance of recent social media posts for better optimization

End the day by spending quality personal time with friends or family

Wednesday – Lead Generation Focus

Review your to-do list and spend time visualizing success before starting your day

Dedicate the morning to lead generation efforts by making 30 cold calls
Follow up with potential clients and identify new prospects in the market

Block focused hours to work on phone calls, prospecting, and nurturing leads
Prioritize tasks such as finding high-potential clients or updating lead pipelines

Spend time analyzing market insights like neighborhood trends and property listings

End the day by reviewing your lead generation efforts and improving strategies where needed

Thursday – Networking and Relationship Building

Start your morning with a healthy breakfast and plan your networking engagements

Reach out to other successful agents to discuss market trends and share insights
Schedule client meetings to foster connections and build trust

Refine and practice listing presentations to prepare for potential opportunities

Take some personal time to engage in hobbies or recharge after work

Finish your day by preparing your real estate agent’s schedule for Friday

Friday – Focused Client Engagement

Begin your day by reviewing your daily routine checklist and setting goals for client meetings

Host or participate in at least two property showings and provide tailored experiences
Dedicate time during the day connecting with clients to understand their needs

Respond to inquiries from the rest of the week and follow up with past leads

Use time blocking techniques to manage calls, property tours, and follow-ups efficiently

Review the week’s client interactions and identify what worked best as you finish the day

Saturday – Professional Growth and Administration

Start the morning by spending time building your knowledge through real estate articles or training videos

Practice listing presentations or roleplay scenarios to improve communication skills

Dedicate time to administrative tasks like finishing paperwork and organizing accomplishments in your to-do list

Attend workshops or events to network with other agents and industry professionals

Take personal time to recharge by engaging in self-care or spending time with family

Sunday – Strategic Planning and Reflection

Enjoy a relaxed breakfast and set intentions for the week ahead

Spend time analyzing the current real estate market to identify trends and opportunities to target next week

Plan your real estate agent’s schedule for the upcoming week and assign focus to important tasks

Review the achievements of the past week and set goals for improvement in identified areas

Take the remainder of your day to relax, spend time with loved ones, or enjoy personal hobbies

This Monday to Sunday routine focuses on essential activities like lead generation, time management, professional growth, and achieving work-life balance, ensuring steady progress in your real estate career.

Daily Items for a Successful Real Estate Agent

Morning Routine

Start with a healthy breakfast and structured plans for the day.

Spend time on strategic planning and time blocking techniques.

Lead Generation

Focus on prospecting and appointment setting with potential clients.

Make phone calls, especially cold calling and following up with hot leads.

Social Media and Marketing

Create and schedule social media posts to engage your audience.

Utilize marketing strategies to generate leads and promote new listings.

Client Interactions

Conduct client meetings or property showings.

Build relationships with past clients and foster trust with potential clients.

Market Research

Stay updated on the real estate market and conduct research on new listings.

Time Management

Use time blocking to prioritize tasks and maintain focus on important activities.

Delegate repetitive tasks to free up time for business-forward activities.

Administrative Tasks

Update social media accounts, finish paperwork, and manage your to-do list.

Professional Growth

Network with other agents and industry professionals to build connections.

Ensure continuous improvement by reviewing and refining your daily schedule.

Healthy Work-Life Balance

Spend quality time with family and maintain personal life priorities.

Take breaks, including a lunch break, and aim for balance throughout the day.

Evening Planning

Reflect on the day’s accomplishments and plan for the next day to stay focused.

Daily Routine Checklist for a New Real Estate Agent

Morning Routine

• [ ] Wake up early and have a healthy breakfast.
• [ ] Review and update your daily schedule or to-do list.
• [ ] Spend 15 minutes on mindset preparation (meditation, reading, or affirmations).

Skill Building & Knowledge

• [ ] Dedicate 30–60 minutes to studying the real estate market (new listings, pricing trends, and neighborhoods).
• [ ] Watch a real estate training video or read an article to grow your real estate agent skills.
• [ ] Practice your pitch or listing presentation in front of a mirror or a friend.

Lead Generation

• [ ] Make at least 20 cold calls to potential clients or homeowners in your area.
• [ ] Send personal emails or messages to people in your personal network to share your new career.
• [ ] Comment and engage on 10 real estate-related social media posts to build connections.
• [ ] Focus on developing your social media presence by creating and posting engaging real estate content.

Networking

• [ ] Join a local real estate networking event, online group, or community forum.
• [ ] Reach out to other agents to introduce yourself and learn from them.
• [ ] Visit local businesses and introduce yourself as a real estate agent; leave your card.

Building a Digital Presence

• [ ] Create or optimize your social media profiles (LinkedIn, Instagram, Facebook).
• [ ] Spend 30 minutes brainstorming content ideas for posts or videos about real estate tips, neighborhoods, or market updates.
• [ ] Schedule or post at least 1 engaging piece of content on your social media accounts.

Time Management & Organization

• [ ] Use time blocking to allocate specific times for tasks like calls, networking, and skill development.
• [ ] Organize leads and contacts in a CRM or spreadsheet to track follow-ups.
• [ ] Plan for tomorrow by reviewing what worked well today and identifying improvement areas.

Evening Wrap-Up

• [ ] Follow up with any leads or connections made during the day.
• [ ] Reflect on what you achieved today and update your goals.
• [ ] Spend 15 minutes planning and preparing for the next day’s activities.

This checklist will help you lay the groundwork for success, even if you’re just starting without any clients or leads yet. Following these steps consistently will help you build a strong foundation for your real estate career.

Join Our Real Estate Agent Network

Take charge of your future and elevate your career in real estate.

Grow your real estate business while making room for more family time by creating a sample schedule or implementing a set schedule that perfectly aligns with your goals.

A structured realtor daily schedule or a successful daily schedule can help you stay on track and achieve consistent results. Define your own hours and organize your entire day to create a balance that works for you.

With tools to manage priorities, including delegating tasks, and a clear path to explore new business opportunities, success is within your reach.

Design the perfect routine for a morning person, optimize your work hours, and thrive as a new agent among a growing community of tens of thousands of professionals. Unlock lasting job satisfaction and take a confident step toward a thriving, flexible career.