Why we built daily planning
On any given day, an agent might:
Prospect for new business: calls, open houses, networking, follow-ups
Guide buyers through consultations, home tours, offers and inspections, each at a different stage
Support sellers with listing prep, showings, feedback, negotiations and closings
Keep learning through CE courses, designations and market research
Give back by volunteering, sitting on committees and supporting local causes
Live a life: school pickups, family dinners, workouts and the occasional day off
None of this happens in neat blocks. A showing request comes in during your kid's soccer game. An inspection report lands halfway through a CE class. A past client calls with a referral while you're writing an offer. Real estate isn't a 9–5 job, and a basic to-do list wasn't built for a day like that.
That's why we created My Plan. You tell Rae when your day usually starts and ends. Rae then helps you decide what matters most, reminds you of upcoming to-dos, and follows up on what happened. That way your clients get every journey update the way you intended, and the work that's easy to forget still gets recorded.
Your daily planning training path
Step 1: Get set up
Connecting Your Calendar to Rayse: My Plan builds your day from your calendar, so start here.
Step 2: Understand your plan
My Plan: Your Daily Plan: what My Plan is, where to find it, and how to use it as a daily habit.
Step 3: Start your day
My Plan: The Morning Check-In: clear yesterday, choose which calendar events to track, and pick today's to-dos.
Step 4: Stay on top of your commitments
To-Dos: Everything You Owe, in One Place: every commitment across all your clients and journeys, in one list.
Journey — To-Dos: keep the promises you made to each client visible.
Step 5: Capture work as it happens
My Plan: Log Updates: catch up throughout the day, answer open questions and add new contacts.
Rae: Using Voice or Text to Capture Your Work: tell Rae what you did, in the moment.
The Rayse Mobile App for iOS and Android: log work between showings, not hours later at your desk.
Step 6: See the bigger picture
My Work: Client Work vs. Business Work: see where your time goes, split between client work and building your business.
Tip: My Plan works best as a daily rhythm: plan, work, confirm, recap. Give it a week and it will start to feel like a second brain.