Top 10 Realty Advisor Templates

The Real Estate Agent Dashboard is a Notion Template designed to streamline the workflow of real estate agents by providing efficient tools for managing clients and listings. Whether you're a seasoned agent or just starting out, this template offers intuitive features to organize client interactions, track property listings, and enhance overall productivity.

After you purchase and download this template, it is highly customizable for your needs. I configured the base information you need to get you off quickly so you can focus in serving your clients.

Features of this template

💡 Task Management

Create tasks associated with specific clients, listings, or general agent activities such as follow-up calls, property showings, or paperwork completion.

- Board View, see your tasks as they progress
- Calendar View, see your tasks in a Calendar View

💡 Client Management

Create detailed profiles for each client, including contact information, preferences, budget, and property requirements.

- View by Status
- Sellers View
- Buyers View

💡 Listings Management

Easily add, edit, and manage property listings with customizable fields for property details, images, videos, and documents.
- Add cover photo
- Customizable listing information

Explore the pinnacle of organized client and listing management with the Notion CRM for Realtors, an indispensable tool crafted for real estate success. Real estate agents, now effortlessly manage all client interactions, property listings, and ensure timely follow-ups by leveraging a single, user-friendly Notion workspace. Our template seamlessly integrates a client database, comprehensive property details, and a task management system, offering a complete, robust solution for every intricate demand of the real estate sector. Amplify your client relationships and keep every deal under control with a specialized Notion CRM, meticulously designed to meet and exceed the nuanced requirements of Realtors and real estate professionals.

Whether you're renting out or selling properties, or even looking to buy and invest, this template gives you the power of flexible features, a customizable interface, and a clutter-free structure to keep track of listings, agents, contacts, and properties.

With Accelerate, you'll have access to a comprehensive checklist that covers every step of the listing process. From gathering property information to creating eye-catching marketing materials, we've got you covered.

Are you a real estate agent or property manager looking to streamline your property listing process? Look no further! This Notion template is designed to help you create professional and visually stunning property listings with ease.

Efficiently organize and track your housing search with ease using our comprehensive Property Search Tracker. This powerful tool allows you to keep a detailed record of the properties you are interested in, ensuring that no important details slip through the cracks.

This versatile template is designed for both investors and individuals, allowing you to stay organized and make informed decisions throughout the process.

With Real-Estate OS, you'll have everything you need to manage your team, clients, properties, transactions, marketing, and more, all in one place.. Plus, with full customization options, you can easily tailor the template to suit your business's unique needs.

From OKRs -> Task management -> Team management -> Specialists -> Seller CRM -> Buyer CRM -> Properties CRM -> Documents management -> Transactions & Commissions -> Marketing, and more.

Showcase and share an attractive and comprehensive professional real estate profile to impress potential clients. Create visually appealing property listings that highlight key features. Increase the likelihood of capturing leads by providing customers with a convenient and quick contact form.

Welcome to Real Estate HQ, your ultimate solution for a seamlessly integrated workspace designed specifically for real estate professionals. With our user-friendly interface, comprehensive lead management, and streamlined transaction processes, we're here to elevate your real estate game.

Imagine effortlessly keeping track of meeting agendas, vendor lists, and managing full buyer and seller CRM software—all in one centralized hub. Our platform goes beyond the basics, offering powerful calculations to help you accurately monitor your commissions and financials. Say goodbye to the hassle of scattered paperwork with built-in checklists for each transaction.

But that's not all – we understand the importance of personal growth and organization. That's why we provide personalized pages, including our 2024 goals planner and habit tracker, tailored to empower your success.

Real Estate HQ isn't just a workspace; it's your strategic partner in achieving peak efficiency and reaching your professional goals. Elevate your real estate experience –purchase Real Estate HQ today!