My Realtor Daily System Template with AI

A Simple System to Run Your Real Estate Business — Every Day

Calm. Clear. Repeatable.

What’s inside the daily system template:
My Realtor Daily System is a 21-page Canva Sheet with AI capabilities that includes:

• My Daily Non-Negotiables
• My Daily Journal
• My Daily Goals & Objectives Tracker
• My Vision Board
• Two Types of Outreach Trackers
• Client Timeline Tracker
• Marketing
• Brainstorming
• AI Tasks
• Social Media Tasks
• Health & Fitness Tasks
• Travel Itinerary
• Goal Planners
• Many dropdown functions and much more

Twenty-one editable Canva Sheets for your operating system with built-in AI. These include tons of detailed information that can be updated or changed in no time for your realtor brand and particulars, then printed, shared, or sent.

The My Realtor Daily System Template is designed for realtors who want structure without overwhelm — a clear daily framework that tells you what to focus on so nothing important slips through the cracks.

This isn’t a to-do list.

It’s a daily operating system for your real estate business.

Why Realtor Days Feel Chaotic

Most agents don’t lack motivation — they lack structure.

Days often look like:

1. Reacting to emails and texts

2. Jumping between clients and tasks

3. Forgetting follow-ups until it’s too late

4. Ending the day busy, but unsure what actually moved the needle

Without a daily system, productivity feels accidental.

What This Daily System Helps You Do

✔ Know exactly what to work on each day
✔ Prioritize income-producing activities
✔ Stay consistent without burnout
✔ Reduce mental clutter and decision fatigue
✔ Run your business with intention

This template replaces guesswork with clarity.

We created My Realtor Daily System in Canva Sheets and Canva Docs, which under the Canva suite of software systems have built-in AI capabilities under the dropdown functions of Canva Magic Insights: an AI-powered feature that analyzes your data, generates insights, summaries, charts and more.

Designed for Real Realtor Workflows

This system is built for:

a. Buyer and seller follow-ups

b. Lead management and outreach

c. Appointment prep and reviews

d. Business-building activities

e. visualizing, daily journaling, vision board and more.

It keeps your focus on what actually grows your business — not busywork.

Your purchase comes with an instructional video from us to show you how to customize this template for your realtor brand.

Fully Editable in Canva

✔ Drag-and-drop editing
✔ Customize sections to match your workflow
✔ Add your logo and brand colors
✔ Works with a free Canva account
✔ No tech or design experience required

Set it up once. Use it every day.

How to Use the My Realtor Daily System

✔ Start each day by setting priorities
✔ Review active clients and follow-ups
✔ Block time for income-producing tasks
✔ End the day with clarity, not chaos

Perfect for:

1. Solo agents who want consistency

2. Busy agents juggling multiple clients

3. New agents building strong habits

4. Experienced agents simplifying their workflow

Who This Is For

This template is for realtors who:

✔ Feel scattered during the day
✔ Want a repeatable daily routine
✔ Value calm productivity over hustle
✔ Want their business to feel organized

If you want your days to feel intentional — this system belongs in your workflow.

Your purchase includes an instructional video showing you how to customize the template.

📌 This is a digital product. No physical item will be shipped.

🛒 All products include tax. Upon purchase you will receive an email instantly to download, open and use the template. All templates come with a short how-to video.

📩 This product could most likely be a tax-deductible business expense, but we recommend you check with your accountant if you are unsure.  This is a digital product. All sales are final.