What is My UserID and Password?
Please use the Forgot Your Password feature.
The CreateAPlan system will email you your UserID and Password.
After Making Changes and Updates Why Do Numbers Not Seem To Change?
Check your web browser's Temporary Internet File (or cache) settings.
I Have Gone Through the Wizard. What's Next?
There are three steps involved in this answer:
I have gone through the Wizard and Nothing Appears on Plan Summary. What Do I Do?
Usually there is a data-entry error in one of the following areas:
My Overhead Per Transaction Seems Excessive or Low. What's Wrong?
Overhead will have three components, check each one.
Where Do I Find Numbers on Contacts Per Appointment?
There are no standard numbers.
My To Accomplish Your Goal Seems Un-Realistic? What Do I Do?
Three areas to examine
Does CreateAPlan integrate with QuickBooks, Peachtree or any other accounting software?
No, however if you are using one of these programs simply enter your totals for
Personal Marketing Expenses and Overhead items. Users may enter totals
by Month or by Quarter. Transactions need to be entered through Createaplan
because we require different information than accounting programs.
Learn the why-what-how in 90 minutes
Just in time for the 2015 Planning Season, RealtyUOnline (ww
w.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.
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)