The Home Journey Planner™ — Real Estate Agent Digital License

Give clients a structured digital resource for organizing priorities, tours, comparisons, questions, and next steps.

The Real Estate Agent Digital License helps you give The Home Journey Planner™ before or during the search, when clients need organization and clarity most. The experience stays client-first: no exterior advertising, no oversized agent logo, and no promotion disguised as a gift.

Every license includes the same three digital files

Every tier — Starter, Growth, and Pro — includes the identical three-file package below. The tier changes only the number of licensed client gifts, not the file contents.

• Complete Digital Planner (38 pages) — the fillable client-facing planner for tracking priorities, tour notes, and comparisons
• Client Experience Guide (3 pages) — includes a client presentation page and a professional contact-details section
• Reusable Search Tools (6 pages) — three Tour Profiles, a Search Scorecard, and a Final Comparison Matrix

Choose your tier

• Starter: license for 5 individual client gifts
• Growth: license for 15 individual client gifts
• Pro: license for 30 individual client gifts

License terms: Each client gift must be provided privately to one individual client or household. Files may not be publicly posted, resold, redistributed as templates, placed in a public resource library, or offered as a standalone downloadable product. A brokerage or team must purchase enough licensed gifts for its intended recipients; this is not an unlimited-seat or unlimited-client license.

Professional boundaries: The planner supports client organization and question preparation. It does not replace or expand the duties of any licensed professional and must not be presented as legal, financial, lending, inspection, appraisal, insurance, title, tax, or representation advice.

Digital product: No physical item is shipped.