About this template

The Real Estate Agent OS is 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

<aside> 💡 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 </aside>

<aside> 💡 Client Management

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

• View by Status
• Sellers View
• Buyers View </aside>

<aside> 💡 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 </aside>