All your work, one place
Handle every part of your real estate business, from planning projects to creating content
Efficiently handle all your real estate projects, big or small
Keep ahead in your real estate endeavors by breaking down major projects into manageable tasks
Enhance your management of leads and listing closings
Tailor your pipeline stages to your preferences, ensuring you never overlook any opportunities as a buyer or seller
Manage your entire Marketing Content
Plan and organize your content for all your social channels
And much more in one place…
Say goodbye to managing multiple software platforms. Now, revel in a seamless, unified experience all in one place.
The Ultimate Agent Planner
Introducing the Ultimate Agent Planner for Notion
Your All-in-One Real Estate Business Solution!
Crafted by a seasoned real estate agent with 25 years of invaluable experience, this planner is the culmination of a lifelong quest for the perfect CRM system. Say goodbye to scattered notes and endless tabs. With Real-Estate OS, you'll revolutionize how you manage your real estate business. Everything you need – from team coordination to client management, property tracking, transaction handling, marketing strategies, and beyond – is all consolidated into one streamlined platform.
Customization is key
Tailor the Ultimate Agent Planner to perfectly fit your business's unique workflow. Whether you're focusing on objectives and key results (OKRs), task delegation, team oversight, connecting with specialists, nurturing seller and buyer relationships, monitoring properties, organizing documents, handling transactions and commissions, or crafting effective marketing plans, this planner has got you covered.
With the Ultimate Agent Planner for Notion, crafted by a real estate veteran with a passion for excellence, you'll master the art of note-taking and take control of your real estate business like never before.
Ever feel...
Overwhelmed with paperwork and struggling to match the right leads to the right listings?
Never Enough Time
Limited time for admin tasks, appointments, and lead management.
Difficulty Planning Listings
Efficiently linking leads to listings takes time and effort.
Heavy Workload
Juggling properties and clients can lead to stress and burnout
The Ultimate Agent Planner
...is tailor-made to ease your workload and empower you to take charge of your real estate business.
Save Valuable Time
Boost productivity with user-friendly features.
Streamline Property Management
Effortlessly organize property listings and resources.
Handle Tasks Seamlessly
Stay ahead of tasks effortlessly, reclaiming precious time
Agent Dashboard, what’s inside
The dashboard streamlines your workflow by bringing together information from different sources, giving real estate agents a unified platform for easy organization.
