Real Estate Agent OS — All-in-one toolkit!

Get 50% discount using coupon: "FLAT50"
This all-in-one template empowers agents to manage property listings, tasks, marketing efforts, client onboarding, and finances efficiently while maintaining a clear overview of daily, weekly, and monthly priorities.
About this template

Get 50% discount using coupon: "FLAT50"
The Real Estate Agent OS is a Notion template designed specifically for real estate agents to streamline operations, stay organized, and enhance client relationships. This all-in-one workspace empowers agents to manage property listings, tasks, marketing efforts, client onboarding, and finances efficiently while maintaining a clear overview of daily, weekly, and monthly priorities.

✅ Features and Pages
- Property Listings: Database to manage and showcase available properties.
- Task Manager: A centralized place for tracking tasks with deadlines and priorities.
- Marketing: Dedicated section for planning and executing marketing strategies.
- Market Research: Tools or databases for gathering insights on trends, pricing, and competitors.
- Client Onboarding: Organized workflow for welcoming and managing new clients.
- Contacts: A detailed database to store and access client and business partner information.
- Property Finance: A system to track and manage property-related finances, including budgets and expenses.

✅ Task Calendar
- Due Tasks: Calendar-style layout for a visual representation of upcoming deadlines.
- Task Details: Each task includes statuses (e.g., "Planning" and "To Do") for better categorization and progress tracking.

Categories
About this creator

More by Murad

Browse 31 templates

More like this

Powered by Fruition