A real estate agent daily checklist
Published
A routine does not need to be long. This one takes a few minutes and keeps the important things from slipping.
Get startedMorning
Start by looking at what is due today.
- Review today’s tasks, showings and meetings
- Answer new inquiries first
- Pick the three most important follow-ups
During the day
Keep everything in one place as you go.
- Log each call or message against the contact
- Create a dated task for every follow-up you promise
- Update listings when prices or availability change
End of day
Spend five minutes closing the loop.
- Update deal stages
- Check that every active lead has a next step
- Look at tomorrow’s calendar