Image 1 of 11
Image 2 of 11
Image 3 of 11
Image 4 of 11
Image 5 of 11
Image 6 of 11
Image 7 of 11
Image 8 of 11
Image 9 of 11
Image 10 of 11
Image 11 of 11
This all-in-one Notion real estate template combines your CRM, Transaction Manager, Commission and Tax Tracking, Finances (Business and Personal), and Content Hub into one seamless system — so you can manage every client, deal, and marketing plan without juggling multiple logins (or bills).
Whether you’re a solo agent, team leader, or brokerage owner, this template grows with you — from your first few transactions to 50+ and beyond. There’s no limit, and it will follow you from brokerage to brokerage so you never start from scratch again.
✨ What’s Included:
✔ Full CRM – Track buyers, sellers, and pre-listing clients with all key details in one place
✔ Transaction Manager – Organize every deal from contract to close with sortable views by stage, urgency, agent, or date
✔ Task Manager – Pre-built checklists for buyers, sellers, and pre-listings, with auto-populating deadlines (Acceptance, COE, BINSR, Listing Expirations)
✔ Commission Tracker – Built-in tax tools and allocation planning to stay on top of your earnings and contributions
✔ Content Hub – Plan, store, and schedule your marketing ideas, campaigns, and social media posts
✔ Personal + Business Finance Tools – Manage income, expenses, debt payoff, taxes, and bills in one place
✔ Ready-to-copy email templates for buyers, sellers, and lenders
✔ FAQ section plus ongoing updates
✔ 25-minute walkthrough tutorial so you can customize and get started fast
💻 Why You’ll Love It:
✓ One-time fee — own it forever (no more $100+/month tools you outgrow)
✓ Designed by agents, for agents
✓ Tested and refined for real-life agent workflows
✓ Follows you to any brokerage — never start from scratch again
✓ No-code setup — duplicate, customize, and go
✓ Fully customizable to your agents, commissions, timelines, and content strategy
✓ Grows with you — from 3 to 50+ transactions and beyond
🌿 Who It’s For:
✓ Agents tired of juggling multiple tools, CRMs, and spreadsheets
✓ Realtors who want clients, transactions, finances, and marketing in one place
✓ Teams and brokerages needing a scalable, organized system
✓ Anyone ready to ditch recurring fees and run their business on their terms
📦 Delivery:
Digital product (Notion template link) — no physical item will be shipped.