Are you a Real Estate agent, owner or investor? If so, then you will know the importance of having a robust system for managing your properties and keeping track of finances and your tenants.
If you are a real Estate agent these things will include arranging viewings, keeping track of your property listings, as an owner you will need to keep track of tenants, payments, repairs and so on.
Notion is a great system to help you organize your real estate business and luckily there are a lot of templates created specially for this, here’s our 25+ top picks.
⭐ Life OS: All-in-One Notion Template
The Life OS Notion template is the ultimate tool for managing every aspect of your life! It includes 25 connect templates and a dynamic homepage dashboard for tying everything together. Use this template as a planner and to-do list, Daily routine and habits tracker, Journal and mood tracker, set goals for yourself and keep an eye on your finances. Other templates include work and career, recipes and meal plans, fitness routines and goals and many more.
1. Real estate investor dashboard
If you are a landlord, real estate investor or a property manager, this template is the dashboard for you. It will help you manage your property portfolio, tenants, bills, transactions and is perfect for anyone who wants to be able to keep track of their investments.
2. Property portfolio
If you’re a real estate investor with multi-family properties, this is for you. Whether you have one unit or a hundred unit property, this template will help you track them all.
3. Notion RE:OS: The OG
Make progress tracking seamless with the interconnected dashboards that help you stay on top of your metrics and OKRs. Use the relation feature to make sure all your actions are aligned with your short and long-term goals. Use this template to connect your daily, weekly, and monthly real estate investment activities.
4. iManage property management
The template is a powerful, easy-to-use tool that gives you a complete overview of your real estate investment portfolio and business. With this dashboard, you can track everything from finances and properties to leads and contractors.
5. Notion – Real Estate Sales CRM Template
If you’re looking to build a CRM in Notion for your real estate agency, you’re in the right spot. By using Notion to build your CRM, you can create the custom real estate CRM that you need in your favourite tool
6. Notion – Real Estate Property Management CRM Template
If you’re looking to build a CRM in Notion for the property managers in your real estate agency, you’re in the right spot. By using Notion to build your property management CRM, you can create the custom real estate CRM that you need in your favourite tool.
7. Advanced Real Estate CRM | Notion template
8. Notion Enterprise OS : Company Management System
An all-inclusive Notion-based company management system, guaranteed to streamline your business and save hours daily!
9. Notion – Property Inquiries Template
Want to manage your real estate property inquiries in Notion? Use this Notion Property Inquiries template, connected to an online form, to have real estate property inquiries auto-updated in Notion.
10. Notion – Rental Applications Template
Want to manage your real estate rental applications in Notion? Use this Notion Rental Applications template, connected to an online form, to have real estate rental applications auto-updated in Notion.
11. iManage! – All-in-One Property Management Tool
Built with Notion, iManage! is a landlord software that easily integrates right into your personal or business Notion workspace.
12. Real Estate Transaction Tracking Notion Template
This template is to help guide you through and track the transaction process for your real estate transactions. There are templates for buyer side and seller side with the typical fields for a transaction.
13. iManage! My Duplex
iManage! My Duplex is a Notion tool that we create to will help you manage your duplex. From finances and tenants to tasks and important contacts – everything is in one place.
14. House Hunting Organiser | Notion template
Take the hassle out of organising the search for your next flat or house.
- Create a ‘wishlist’ of properties to view
- Compare different properties based on different attributes such as price, distance from schools, fittings etc.
- Organise your viewings in a calendar
15. Real Estate Investor’s Dashboard
Ultimate Real Estate Investor’s Dashboard is a powerful, easy-to-use Notion tool that gives you a complete overview of your real estate investment portfolio and the business. With this dashboard, you can track everything from finances and properties to leads and contractors.
16. The Real Estate Planner
The perfect template to help you with your everyday tasks as a Real Estate Agent. This will help you manage your clients, tasks, cash flow and more. Stay organized and effective with this easy to use planner. This template is hosted on Notion and is fully customizable.
17. Ultimate Real Estate Planner Notion Template
This Ultimate Real Estate Planner Notion Template was designed to help real estate agents keep tracking of all aspects of their work, excel, and meet their sales goals. The digital planner template is available for instant use and features Daily Planner, Client Management, Listings Database, Social Media Planner, and Goal Setting pages.
18. Notion Real Estate Business Manager Template
- Easily manage all your business affairs in one place.
- Use on your laptop, desktop and phone.
- Accessible on phone via the Notion App.
- Customizable if you choose to do so.
- Detailed instructions included.
19. Notion Template Client Management
If you manage clients, you know how important it is to stay organised and on top of your game. With our Notion Template for Client Management, you’ll be able to do just that! This powerful tool includes a client dashboard and client portal, timesheet, invoicing and document management.
20. Real Estate Investor’s Dashboard
Ultimate Real Estate Investor’s Dashboard is a powerful, easy-to-use Notion tool that gives you a complete overview of your real estate investment portfolio and the business. With this dashboard, you can track everything from finances and properties to leads and contractors.
21. Home Maintenance Notion Template
This beautifully designed Home Maintenance Planner includes all of the reminders you need to keep your property well-maintained. Available instantly and available for Notion.
22. Real Estate Notion Transaction Tracker Template
This template is simple and straight to the point and can easily be integrated with the rest of your notion theme if needed! Save yourself some of the headache by simply inputting the values in each row/column and let notion do the work for you!
