a Real Estate Software and Services Company

GoalSetter

Agent Business Planning | Full Use Version

Agent Goalsetter®, because goals without a plan are just numbers.

The Agent Goalsetter® full use version allows you to not only create goal recap reports but provides the added benefit of doing an Action Plan. The Action Plan allows agents to put a plan in place designed to meet their income goals, call it a mini business plan for agents! And under current market conditions, a plan is more important than ever.

The full use version can be used by a managing broker or sales manager on one machine to help all agents in their office set income goals and create action plans.

If you would prefer each agent have their own copy, or need three or more copies for additional offices or users, we offer a 25% discount for quantities of 3 or more.

Free Version

Goals without a plan are just numbers.

Our Agent Goalsetter® software helps Brokers set agent income goals and develop Action Plans to achieve those goals.

FREE LIMITED USE VERSION: Try our free limited use version by clicking the attachment below. This version will allow you to enter goal information and print goal recap sheets.

This free version does not allow you to enter custom Action Plans. This version can be used for all of the agents in an office.

If you want the added capability of designing action plans you will need to purchase a full use version.

Instructions - Enable Excel Macros

In order you use Agent Goalsetter® or any other Excel templates available on this site you must enable macros. The attached below will provide help to ensure you are able to fully utilize these templates.

Agent Goalsetter® | Real Estate Agent Business Planning

Goals without a plan are just numbers.

Agent Goalsetter® helps Brokers work with their agents to set income goals and Action Plans to achieve those goals.

FREE LIMITED USE VERSION: Try our free limited use version. This version will allow you to enter goal information and print goal recap sheets. This version can be used for all of the agents in an office. Click below to see a sample report which includes the action plan only available in the full use version.

If you want the added capability of designing action plans you will need to purchase a full use version. The full use version will also allow you to set goals for all future years.

Goalsetter requires Microsoft Excel® (sold separately) with MACROS ENABLED. See instructions Here.

For more information Contact Sales

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