The Ultimate Real Estate Agent Notion Template

The Ultimate Real Estate Agent template for Notion.

Ultimate Real Estate Agent organizes your important contacts, CRM database, calendar events, social media and marketing plans, financial goals, and income and expenses.

What you’ll find in the Ultimate Real Estate Agent Template:

• Important Contacts to organize contacts that you prioritize in your every day work.
• An advanced CRM & Current Clients page that automatically changes its status after 30 days since last contact. Included is 4 client templates for each type of person (buyer, seller, lead, and prospect).
• A Real Estate Calendar with 3 different views (monthly, weekly, and daily) to organize your meetings and events with ease! Link your existing contacts from your CRM & Current Clients page to have a seamless relation.
• The Social Media, Marketing, & Adverting Planner is created to keep all of your ideas and schedule in one place. Link your plans to the Income & Expenses page to keep track of your total business investment.
• The Goals page allows you to forecast your yearly and monthly income. It includes a Homes Needed to Close to Reach Goal calculator that determines how many homes you need to close, based on your average home sale, to reach your yearly and monthly income goals.
• A thorough Income & Expenses page that allows you to track all of your commissions, brokerage and license fees, social media/marketing/advertising expenses, and all other miscellaneous expenses. Get organized with this page to make your tax filing days easier!
• An organized Mileage Log to track your trips month to month with clients and keep track of gas receipts. Easily export the data for effortless tax filing.

Ultimate Real Estate Agent was made by agents for agents. It’s designed for both new and seasoned agents to keep work organized and efficient.

This template comes with instructions on every page to help guide you through your organization process and become a more efficient agent for your clients.

Bundle for New Notion Users:

Ultimate Real Estate Agent + Notion for Beginners: An Interactive Course

A $118 value for only $103! That's 50% off the Notion for Beginners Course!

This included template teaches users the basics of Notion and its advanced features.

This template includes an interactive course that covers everything from the basics of getting started with Notion to advanced features like creating databases and using integrations.

What sets this template apart is its interactive sections that allow you to put your learned knowledge to the test. This ensures that you're not just passively learning, but actively applying your skills to build your own productivity system with Notion.

With this template, you'll have access to a step-by-step guide that breaks down each feature of Notion and provides practical tips and best practices for using the tool effectively. Additionally, the template includes a table of contents and progress tracker to help you stay organized and motivated throughout the course.