Real Estate Business OS - Notion template

Real Estate Business OS is a complete, streamlined Notion workspace designed to help real estate professionals manage their entire business in one place. From listings and clients to tasks, marketing, expenses, and transactions—everything is organized into a connected system that gives you clarity, structure, and full control over your daily operations.

Key Features

Property Management

Keep all your listings organized, track their progress, and understand where each property stands at a glance.

Buyers & Sellers CRM

Manage leads and active clients in a clean, structured workflow to stay on top of communication and follow-ups.

Tasks & Operations

Track what needs to be done, prioritize effectively, and maintain consistency in your daily real estate activities.

Expenses Tracking

Monitor business spending, keep financial records clean, and understand where your money is going.

Transactions & Commission Insights

Track active and closed transactions while automatically estimating expected commissions for better revenue planning.

Content Planner

Plan, organize, and schedule your marketing content to maintain a consistent online presence.

Vendor Directory

Centralize all your trusted vendors so you always know who to contact when you need support.

Assets Library

Store your brand materials, documents, and marketing files in one easily accessible hub.

Smart Summary Dashboard

View real-time analytics across your business—property statuses, CRM insights, tasks, expenses, and transactions—all in one place.

Who it’s helpful for

• Real estate agents managing multiple clients and listings
• Solo realtors who want a structured business system
• Small real estate teams needing a unified workspace
• Independent brokers handling operations, finances, and marketing
• Real estate professionals who want clarity and organization across their business

How it helps

• Centralizes all business information so nothing falls through the cracks
• Gives instant visibility into performance and progress
• Creates efficiency through connected workflows
• Reduces overwhelm by organizing operations into simple, repeatable systems
• Supports growth by helping you manage more clients, listings, and tasks with ease