Testimonials

All agents who are serious about their career need a plan and a follow up system that keeps them on track. Many coaches recommend agents use a proven model that provide an effective, yet easy to use, step-by-step system. I have found no better real estate business planning tool than CreateAPlan. It may possibly even be the most cost effective tool to grow your business that you can get anywhere!

Roy Argall
Senior Vice President, US Coaching


As an agent, I found CreateAPlan extremely helpful in tracking both my income and expenses. One benefit is it's an Internet based software program. It allows me to make modifications and play with hypothetical situations to determine whether I need to change my plan of action or direction. I can add delete income/expenses and immediately see how that change will affect my bottom line. This program is amazingly easy to understand and I highly recommend it as a must have tool for all full time agents!

Maureen Moore
Associate Broker, The Kentwood Properties


One thing that I had to learn was to treat my real estate business like it was a real business. That meant learning to project income and set goals for our business. To do this correctly I realized that to project what I am going to do next year I need to know where my business came from the prior year and what activities I need to do to produce the results. Createaplan is the tool an agent can use to help them start treating there business like any other successful business. It is a great tool to help sort where your business comes from, what is successful and what is not and can automatically project what activities you need to reach your goal for the next year.

Rich Smith
Broker/Agent, The Smith Group at RE/MAX Horizons


As a trainer and now Senior Vice President of one of Atlanta's leading real estate companies, I have watched many new agents come into this industry. One distinguishing characteristic of those agents that excel right out of the gate, is the commitment to formulating and following through with a formal business plan. We use CreateAPlan and have even developed a class to assist our agents in this important part their career development. It is a great tool that is comprehensive, yet easy-to-use!
Rhonda Haran
Senior Vice President, Jenny Pruitt and Associates

Superstars - Are you "Lean and Profitable" or just "Big on Gross"? 30 years in this industry has added more knowledge than gray hair. One thing is for certain, without a detailed business plan to answer key questions about your business and providing a platform for future growth, profitability becomes harder. CreateAPlan is the best tool we have seen for developing a detailed business plan.
Walter Sanford
Owner, Sanford Systems

With over 20 years experience in the real estate industry from an agent, to broker/owner and currently part of the management team for a national franchise I have seen one consistency. Agents and managers that plan their business and use their plan to make adjustments are far more successful than those that just wing-it. I have used CreateAPlan directly with agents and as part of an overall management plan and strongly encourage success oriented business-persons to do so. If you want a raise you need to look in the mirror and ask for one this is the tool that will help you get there.
Laura L. Rittenberg
Regional Vice President
Coldwell Banker Residential Brokerage Long Island & Queens

CreateAPlan is a powerful business planning tool for Realtors. Before create a plan, I kept a log of all of my previous transactions in a notebook and then set a goal to increase the number of transactions for the next year. After using CreateAPlan, I now have the ability to track each transaction, measure it against my plan, and know exactly If am on or off target for the day, month, quarter or year. CreateAPlan is a wonderful resource and I highly recommend it for all real estate professionals.
Yvonne Bonner
Agent, Martha Turner Properties

I have found CreateAPlan a great way to keep myself organized and to monitor my ability to stay within my plan. I review my plan every week and compare it to previous year's results to work on improving it regularly. It has eliminated need to keep an Excel spreadsheet which took a lot more time and did not provide as much valuable information.
Hans Hansson
Principal, Starboard TCN - Worldwide Commercial Real Estate

While managing a Real Estate office with over 75 agents, I noticed there was not an accurate business planning tool available to help the brokers evaluate their business properly. That was until we were introduced to Create-a-plan. This powerful software allows the broker to project their business then update those projections with actual numbers. What a great way to make sure you keep on track and stay focused! It is very affordable, easy to use and understand. I don't know why anybody would not include it in their budget.
Tim Clark
Broker/Agent, Clark Connections / The Kentwood Properties

Our company has surveyed thousands of clients annually and discovered that less than 40% of real estate agents have a written business plan. As a Certified Professional Coach, I am also aware that without consistent review of and commitment to a written plan, growth is limited. The first place I start with most agents I coach is their business plan. The plan is their foundation in creating strategies for greater success and profitability. Business planning tools come in all shapes, sizes and price ranges. As a coach I have seen many, and CreateAPlan is the best I have seen - it combines the plan with essential reporting and automated weekly accountability tools that are critical. I highly recommended it to all of our clients.
Amy Stoehr
Executive Vice President, STAR POWER Systems

I first became aware of the CreateAPlan program in 2003. Since that time we have demonstrated CreateAPlan to dozens of agents in our company and many are using it. CreateAPlan is the most effective business planning tool for real estate agents I have seen in my ten years in the business. I recommend it to any agent serious about running their business like a business.
Bill Jackson
Manager, RE/MAX DFW Associates

Learn the why-what-how in 90 minutes

Just in time for the 2015 Planning Season, RealtyUOnline (ww

As an agent and trainer for the largest RE/MAX franchise in Denver, Colorado, business planning has always been a priority. Personally, CreateAPlan keeps me focused on the activities that are the most effective for me. The system also allows me to check my progress at any point-in-time. As a trainer I strongly encourage all of my students to "get-focused" on their business by using CreateAPlan, in fact we have a section in out training program devoted to the subject.
Wayne Herman
Broker Associate, RE/MAX Alliance

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.

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)