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| 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! |
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| 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! |
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Maureen Moore
Associate Broker, The Kentwood Properties |
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| 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. |
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Rich Smith
Broker/Agent, The Smith Group at RE/MAX Horizons |
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| 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! |
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Rhonda Haran
Senior Vice President, Jenny Pruitt and Associates |
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| 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. |
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Walter Sanford
Owner, Sanford Systems |
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| 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. |
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Laura L. Rittenberg
Regional Vice President
Coldwell Banker Residential Brokerage Long Island & Queens |
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| 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. |
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Yvonne Bonner
Agent, Martha Turner Properties |
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| 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. |
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Hans Hansson
Principal, Starboard TCN - Worldwide Commercial Real Estate |
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| 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. |
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Tim Clark
Broker/Agent, Clark Connections / The Kentwood Properties |
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| 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. |
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Amy Stoehr
Executive Vice President, STAR POWER Systems |
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| 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. |
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Bill Jackson
Manager, RE/MAX DFW Associates |
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| 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. |
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Wayne Herman
Broker Associate, RE/MAX Alliance |
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