Online Business Planning Tool Helps Real Estate Agents Map Their Goals For 2006 - Real Estate Business Planning Made Easy

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In less than 30 minutes CreateAPlan provides any real estate 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.

The real estate market is already showing signs of a down turn. That means less home sales in 2006 and less commission for real estate agents. Many real estate brokers and agents may leave the real estate industry and seek new career opportunities elsewhere. Those professionals remaining will have to work smarter, serve consumers even better and above it all have a clearly defined real estate business plan that will keep them on track.

CreateAPlan, Inc. ( was last acquired by the RealtyU® Group (, the largest real estate education and real estate training company ( the industry. In a special interview with Allen Wright, Vice President of CreateAPlan, Allen was asked how real estate business planning could make a difference in the success of both rookies as well as seasoned real estate agents.

“Real estate business planning is totally different from goal setting,” Wright said. “Goal setting is what you want and business planning is the roadmap how to get you there. Written goals are commendable, but they are not a business plan,” he says. According to Wright a real estate business plan maps out the exact details necessary for achieving a desired result. New real estate agents don’t usually understand that succeeding not only requires time, but a step-by-step procedure for becoming successful. What works for one successful real estate agent may not work for you. Strategies and business plans must change as you change and grow in knowledge, wisdom and abilities. A CreateAPlan business plan helps agents see clearly what is working for them and to monitor expenses and activities closely.

One of the advantages of using an online business planning system is that you don’t need to be a financial genius to create or use a real estate business plan.

If you can answer basic questions like:

  • What is my real estate commission structure?;
  • What is my average earning from a buyer or a listing?;
  • What is my average sales price or what is the average sales price in my area?;

you can create a business plan in a matter of minutes.

The CreateAPlan business planning system was designed specifically for agents and is not a generic product that needs to be adapted for agents. It has all the industry verbiage and real estate terms such as listings, closing, the different real estate marketing expenses, different real estate commission splits, direct mail costs on just listed or just sold cards, newspaper and internet real estate advertising, flyers and brochures, signs, business cards, cell phone, lock boxes, auto expenses, closing gifts, and much, much more.

As successful real estate agents are usually involved with a variety of sale generating activities such as cold calling, farming, canvassing, sphere of influence development, media advertising, stealth internet site traffic capture, drip email campaigns, and open houses, the business planning tool deals with all those options and scenario’s. By using CreateAPlan as an activity log agent can track their actions and decisions, easily see where they are getting their appointments and ultimately what is the best source to generate more business.

RealtyU®, the new parent company of CreateAPlan, Inc. has decided to offer all real estate agents a special 20% discount off the regular $119 price if they enroll during December, the traditional business planning month.

To enjoy the special rate of $95 go to and use the promo code RealtyU05.


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Allen Wright
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