19 Notion Templates For Real Estate Agents (2023)

Gerrard + GPT
Minute read

As a real estate agent, staying organized and on top of your listings, clients, and transactions is crucial to the success of your business.

Notion is a versatile platform that offers a range of customizable templates to help you manage your work and stay productive. In this article, we will take a look at some of the best Notion templates for real estate agents and explore how these templates can help you streamline your processes, collaborate with your team, and keep track of your listings and clients.

Whether you're a solo agent or part of a larger agency, these templates have something for you.

19 Notion Templates For Real Estate Agents (2023)

CRM Template 2.0

Learn how to quickly fill, sort, update and prioritize our pre-built Notion CRM template.
Notion CRM Template 2.0: Contacts, Pipelines & Segmented ListsTry this template

Customer Onboarding Flow

Customer onboarding is a critical piece of any product strategy; use this Notion Flow to help you plan and manage yours.
Customer & Client Onboarding Process Flow [Notion Template & Guide 2022]Try this template

Project Management System

Leverage some of the most basic superpowers of related Notion databases with this simple project management template.
Notion Project Management Template: A Simple System For Managing Projects In 2023Try this template

Ad Networks Tracker

Track your various ad platform performance (and status) in one place with this simple ad networks list tracker in Notion.
14 Ad Networks Worth Applying For: List, Requirements and Tracker Template in NotionTry this template

Drip Campaign Timeline

This drip campaign timeline template helps you plan and track your drip campaign progress in Notion with ease.
Drip Campaign TimelineTry this template

Facebook (Meta) Ads Planner Hub

Plan your next Meta (Facebook) Ads Campaign from A to Z in Notion with this template hub system.
Facebook Ads Planner Template: Notion Hub (2022)Try this template

Brand Book

Store and plan your complete brand guidelines in Notion with this handy template 'Brand Book'.
Notion Brand Guidelines Template: Logo, Mission, Voice & Identity Book [2022]Try this template

Notion Employee Directory

Give your team a hub to share a little more about themselves, with this Notion employee directory template.
Notion Employee Directory: A Template For Notion-Based TeamsTry this template

Invoice Template & Tracker

Prepare, export and track the status of your invoices with this smart Notion Invoice Tracker template.
Notion Invoice Template & TrackerTry this template

Case Studies Gallery

Case studies are a great example of 'show, don't tell'--but they're a hassle to write. Try this Notion case study template to get you started.
Notion Case Study Template + Smart GalleryTry this template

Web Portfolio

Use this Notion Portfolio Template to quickly summarize your experience, key skills and share contact details with prospects.
Notion Portfolio Template: Interactive, Publishable Web DocumentTry this template

Competitors Research

Speed up competitor research with this pre-built Notion database and competitor analysis template.
Notion Competitive Analysis Template: Differentiators, Value Propositions, PositioningTry this template

Meeting Notes

Time to keep better track of your meetings? Add this meeting notes database template to your workspace, with pre-written agendas inside.
Notion Meeting Notes Database TemplateTry this template

Content Strategy

Target segments, key channels, competitor research and a framework for honing your content efforts.
Notion Content Strategy Template: Content Marketing Made Simple In NotionTry this template

Budgeting & Financials Hub (2.0)

Make budgeting and financial planning simpler with this comprehensive Notion template system.
Notion Budget & Finances Hub: Template & Tutorial (For 2023 Planning)Try this template

User Personas

Create beautiful, relevant User Personas in no time with this Notion template system.
Notion User Persona Template: Psychographics, Pain Points & ExamplesTry this template

Simple Content Repurposing

Increase your content output by streamlining your distribution channels.
Simple Content Repurposing Workflow [5X Your Content Output Using This Notion Template]Try this template

Landmark OS

Run your entire business from our most powerful Notion template system. Start with the core business foundations, then create your ideal setup with new components as you grow.
Try this template

Notion For Business: The Course

Learn what you need to run your entire business in Notion.
Try this template

Notion For Business Bundle

Landmark OS + 1 Year Of Pro Access + Notion For Business Systems Course
Try this template
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