Real Estate Agent OS — All-in-one toolkit!
關於這個範本
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.
