Welcome to Create-A-Plan

"A New and Improved Create A Plan Coming in December 2014"

Real Estate Business Planning For Real Estate Professionals

Create A Plan is the leading real estate business planning system for owners, brokers, managers and agents.

Do not confuse business planning with goal setting. Anyone in real estate can set goals, but professional owners, brokers, managers and agents build real plans. Business planning is the road map that calculates how many transactions you must close, what your total overhead cost per transaction is and how many activities you must complete to meet your income goal.

Most real estate professionals recognize that working in real estate brokerage is a business, not a hobby. But few apply basic business principles to their real estate business. Even Agents and Brokers who value setting goals and defining specific objectives for their business often lack the time and expertise to develop a comprehensive budget and business plan.

What Plan is right for Your Real Estate Business?

There are three different versions of the Create A Plan Business Planning Tool: Silver, Gold and Platinum. Each version of our award winning business planning software is designed to solve the needs of a specific component in the real estate industry. Create A Plan believes that no one solution fits everyone's needs hence; "There is a plan for every job."

The Silver Business Plan version is designed specifically for Real Estate Agents and Sales Associates. Create A Plan Silver will focus your business on the activities needed to meet your income goal. Agents, Sales Associates and Realtors can quickly and easily make a business plan and follow the weekly reminders to achieve their income goal.

Create A Plan Gold is designed for the Real Estate Broker or Manager who wants to add accountability to their agents' business practice. The Gold version is ideal for brokerage offices that play an integral role in the success and development of their agents and sales associates. The Gold version works in conjunction with the Silver version to provide Managers and Brokers with the tools and information to help build careers.

Create A Plan Platinum is the latest version in the Create A Plan Business Planning suite and is focused on designing business and strategic plans for Broker Owners and Companies. This business planning tool helps owners design effective commission, revenue and fee structures as well as different recruiting strategies for the office. Additionally, Platinum has powerful built-in scenarios runners to see the effects of the changing market.

What are Real Estate Business Plans?

In summary, real estate business plans outline and evaluate all aspects of your real estate business venture and provides you a specific roadmap and process on how to achieve your goals. A good business plan starts with your "Wish List" i.e. how much you wish to earn and then guides you through the process of examining the key aspects of generating positive income: Revenue, Expenses and Business Development.

The importance of real estate business plans cannot be emphasized enough. Realtors® who would like to read more about the value of real estate business plans download a free copy of the 24 page Real Estate confronts Goal Setting vs. Business Planning.

Writing a Good Quality Real Estate Business Plan

Create A Plan Silver is a simple point and click online software application designed to make business planning, creating marketing plans, budgeting and tracking of your business quick and easy. View the 20 minute overview of Create A Plan Silver.

  • Create A Plan provides a customizable real estate business plan template.
  • Our Wizard walks you through a simple step-by-step process to guide you through the entire process.
  • Create A Plan provides an ongoing accountability and tracking system.
  • Create A Plan allows you to experiment with different scenarios.
  • Create A Plan enables you to make intelligent and informed business decisions about your real estate business.
  • In association with RealtyU Online we even offer a 90 minute free online real estate business planning course.

Real Estate Agents and Sales Associates who apply basic business planning principles to their real estate practice are almost always more successful. (See our Customer Testimonials).

Isn't it time you maximized the return on your investment of time, money and energy in your real estate career. And with our 100% Money-back Guarantee, what have you got to lose.

Learn the why-what-how in 90 minutes

Just in time for the 2015 Planning Season, RealtyUOnline (www.realtyuonline.com), the online education arm of the RealtyU® Group, Inc., announced today the release of a new online course for real estate agents namely – Business Planning- Purpose Driven Real Estate Planning for Successful Agents. .

Silver -For Agents and Sales Associates

CreateAPlan Silver is the original agent-centric version created specifically for use by real estate agents. The program is focused on building a modifiable individual business plan for a real estate agent conducting residential real estate. The plan focuses on three parts; Building the Plan, Business Development and Activity and Production Tracking. The plan has functionality that enables the agent to receive weekly notifications of the activities required to meet their income goal, these emails may also be sent to additional parties at the agent's discretion.

GOLD - For Brokers and Managers

The CreateAPlan Gold is an extension of CreateAPlan Silver. The Gold Version has certain additional functionality such as agent account access, default data setup, locking features and reporting. This allows Brokers and/or Managers to access agent accounts and add or delete any information with the exception of the password. Reporting aggregates agent data in the following formats: the business plan, open listings, agent activities and appointments, sources of business and agent plan versus actual.

PLATINUM - For Company Owners

CreateAPlan Platinum is designed for the Broker/Owner to assist in designing a business profitability plan for the company/office. Examine and adjust Commission Structures, Revenue and Fees charged to the agents. Run profit scenarios examining the impact on the bottom line in changes in Agent Production and Home Prices. Recruiting Analysis section to see the impact of recruiting different types of agents during different times throughout the year.

Latest Enrollees

Real Estate Business Planning for Agents

“Real estate agents are great at setting goals but weak at getting there,” Allen Wright of CreateAPlan said. “Agents need a roadmap that will guide them towards their goal otherwise the majority unfortunately fail,” he said. Thanks to the Internet, CreateAPlan, the only business planning system specifically designed to create business plans for real estate agents and brokers, now makes business planning as easy as email. Real estate business planning is no longer a time consuming paper driven exercise but a quick easy web-based process.

CreateAPlan can in less than 30 minutes provide any agent with their own personalized real estate business plan that identifies, the number of required transaction needed, a weekly To-Do list for what must be accomplished in order to meet the user’s income goal, a five-year projection on revenue and expenses, and a calculation of the overhead per transaction. Since launching the business planning software two years ago the company has already helped thousands of real estate agents increase their productivity and become more successful.

Business planning should however not be a winning strategy of a few elite agents,” says best selling author and RealtyU® CEO, Stefan Swanepoel, “but a cornerstone of every agent’s business.” The importance of planning and drive of the real estate brokerage industry to become more professional has resulted in CreateAPlan partnering with RealtyU®, the nation’s largest career network of real estate schools and trainers in the country, to roll this service out to all REALTORS®. For more information visit CreateAPlan (www.CreateAPlan.com)