The Best Digital Planners for Realtors


Realtor Digital Planner Recommendation

If you’re looking for the best digital planner for a realtor, we recommend the Key2Success Planner. Specifically, the Business version of the Key2Success Planner for OneNote.

A digital planner is like a paper planner online it exists in a digital ecosystem. Ditch the paper and have notes syncing to digital devices instead for more convenience and organization. Easily search files, share documents, and have everything available in one place.

Ways realtors use the Key2Success Planner:

  • Take notes with clients in the field and when you arrive at your office see your notes at your desktop or share them with you team and support staff.
  • Add photos listings and import deals for signing.
  • Manage budgets and expenses using the provided tools
  • Keep track of contact information

The Key2Success planner works across several platforms, including Windows, Android, and Apple devices. Use with applications like OneNote, GoodNotes, Noteability, Samsung Notes, and more. Our PDF versions work on the ReMarkable, while the Onyx Boox is emerging as another contender for both PDF and OneNote.

The benefits of these two planners include that they offer the ability to not only assist with your scheduling, but there are included meeting pages where you can track the objectives of your sellers and take notes on your buyer’s interests.

The project sheets serve as a means of making plans for each individual property listing. In addition to those tools, the planner offers a wide range of tools for budgeting, habit planning, and honing your ability to envision your goals into an achievable plan.

The business planner includes all of these possibilities, plus it includes the Professional Builder, which is a tool that helps frame long-term goals.

As a bonus, installation support and one-on-one training are available if needed. Learn more at!

News Desk
Author: News Desk

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