Real Estate Agency OS - Notion template

Real Estate Agency OS is a complete all-in-one Notion workspace designed to centralize every part of your real estate operations. From managing properties and clients to tracking deals, invoices, tenants, repairs, and marketing—everything lives in one unified system built for efficiency.

Key features:

• Full Property Portfolio Management – track status, value, documents, owners, and tenants in one place.
• Complete CRM for Clients – manage buyers, sellers, and leads with pipeline visibility.
• Deal Tracking – monitor offers, negotiations, and closings with revenue oversight.
• Tenant & Owner Management – leases, rent cycles, invoices, and linked profiles.
• Invoices & Payments – due dates, rent collection, receipts, and payment history.
• Repairs & Maintenance – request logging, contractor assignments, and status monitoring.
• Tasks & Operations – daily tasks, reminders, priorities, and linked workflows.
• Contractor Directory – specialties, availability, and assigned jobs.
• Marketing Suite – campaigns, platforms, budgets, and performance analytics.
• Document Hub – contracts, agreements, property files, and uploaded assets.
• Smart Summary Dashboard – live snapshot of property statuses, deal pipeline, repairs, tasks, and campaigns.

Who it’s helpful for:

This system is designed for:

• Real Estate Agents managing multiple listings and clients
• Small Agencies & Teams needing a shared operations hub
• Independent Brokers handling deals, documents, and finances
• Property Managers overseeing tenants, rents, and repairs
• Real Estate Operators wanting a streamlined, all-in-one command center

How it helps:

• Reduces overwhelm by centralizing all business data in one system
• Improves clarity with dashboards and connected databases
• Saves time through linked workflows and automated organization
• Boosts efficiency in deal tracking, client management, and daily operations
• Enhances professionalism with structured processes for clients, tenants, and contractors
• Supports growth with clean systems that scale as your agency expands