Realtor OS: Notion Template for Real Estate Agents

Run your whole real estate business from one page.

WHAT IS INSIDE

• Contacts: buyers, sellers, leads, past clients and referral partners, with source, status, budget and next follow up

• Transactions: every deal from lead to closed on a board by stage, with contract and closing dates and the net commission worked out per deal

• Tasks: showings, inspections, deadlines and follow ups, linked to the contact and the deal

• Commissions: gross commission, splits, referral fees and business expenses, monthly totals

• Documents: listing agreements, disclosures, offers, inspection reports and closing statements, filed by deal

• Listings and Marketing: active listings, open houses and the content calendar that promotes them

• A Dashboard that links all of it, with live views of this week's deadlines, the pipeline board and this month's money

• Five templates inside: showing notes, buyer consultation, seller transaction checklist, open house plan, weekly review

• Seeded with realistic example data so nothing is empty on day one

WHY THIS ONE

Built around how an agent's week actually runs: leads in, showings, offers, contract to close, commission in, review requested. Not a generic planner with "realtor" typed on the front.

HOW YOU GET IT

Instant download of a PDF with your duplicate link. Click it, choose your workspace, done. Works on free Notion.

Free updates included: duplicate the link again any time for the newest version.

Preview images were created with AI assisted design tools.

LICENCE

Personal and single business use.

Also in the shop: the Real Estate Agent Financial Model and the Commission Calculator.