Sell More Homes, Stress Less
Learn the prioritization system that helps top agents manage listings, showings, and leads while maintaining work-life balance. Start with our free templates.
Free printable Eisenhower Matrix templates for real estate agents. No email required.
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Your Real Estate Success Framework
This simple system helps you focus on activities that actually close deals and build your business, not just keep you busy running around town.
Urgent & Important
Deal makers - handle immediately
Example: Offer deadlines, closing issues, hot buyer ready to write
Not Urgent & Important
Business builders - your growth zone
Example: Lead generation, client cultivation, market analysis
Routine tasks - systematize or delegate
Example: Scheduling showings, social posts, data entry
Time wasters - minimize these
Example: Tire kickers, endless home searches, office gossip
Focus on high-probability transactions instead of chasing every lead.
Work smarter during the week so you can actually enjoy time off.
Invest in activities that create referrals and repeat business.
Choose your format below
Listings, buyers, leads, paperwork
Use our agent-specific questions
Created by top agents who've mastered the balance
All the power of paper, plus real estate superpowers
"Add follow up with Johnson family about Oak Street property"
Transcript:
"Schedule home inspection for 123 Main Street buyer"
AI Parsed Result:
Task: Home inspection - 123 Main Street
Due: This week
Quadrant: Q1 - Urgent & Important
Visual organization by transaction stage
Closing
Smith family final walkthrough
Active
Show condos to first-time buyers
Nurture
Monthly market update email
Separate boards for listings, buyers, and leads
Active Listings Tasks
Contracts, comps, inspection reports - right on tasks
Purchase Agreement - Smith.pdf
245 KB • PDF Document
Listing Presentation.docx
128 KB • Word Document
Comparable Properties.jpg
1.2 MB • Image
Pro tip: All attachments are securely stored and can be viewed directly in the app without downloading.
Weekly tours, monthly newsletters, follow-ups
Weekly Quizzes (Auto-recurring)
Team Meetings (Every Tuesday)
Perfect for agents always on the move