Co-founder and Marketing Head
Did you know that top real estate professionals spend up to 50% less time on administrative tasks just by using the right tools?
If you're in the real estate business, you know how overwhelming it can be to manage clients, track finances, and keep up with countless other responsibilities.
The good news is that Notion real estate templates can transform the way you work.
Curious to know more? Keep reading, and you’ll discover how these top Notion templates can revolutionize your real estate business.
As the first template in our review, the iManage template significantly reduces administrative workload, allowing you to manage your properties from anywhere either through a mobile app, website, or native application.
Additionally, it helps you to organize your contacts efficiently, making communication with your tenants, contractors, and other key contacts quick and easy.
Moreover, it also helps you make timely payments, manage recurring bills and avoid late fees.
For landlords, managers, investors, and agents, iManage is an all-in-one solution saving your time, increasing profits, and simplifying property management.
Here are a few of its features. Get iManage here to explore more.
Here’s the next template in our review, the Real Estate Dashboard from Etsy. This template helps you to keep track of your properties, finances, and other essential details.
As a landlord and property manager who needs a clear and concise way to oversee operations, you will be able to manage everything from property details to financial transactions in just one place
You can also manage lease agreements, making it easy to keep all relevant information at your fingertips.
Get the Real Estate Investor's Dashboard Template here.
Next in our review is the Home Maintenance Notion Template which is ideal if you have a new home and you're looking to keep your property well-maintained.
Once you purchase it, you receive a PDF with instructions to easily integrate the template into your Notion account and start planning immediately.
Keep in mind, that you'll need a free Notion account to use this template, allowing you to get started right away.
Get the Home Maintenance Notion Template here.
Continuing our exploration, the Real Estate Transaction Tracker is a detailed template which is designed to manage your real estate transactions efficiently.
You'll be able to manage essential details such as your client information, property address, sale price, commission, and closing date.
Furthermore, it includes pre-built graphs with instructions for customization, making it easier to visualize transaction data.
Get the Real Estate Notion Transaction Tracker Template here.
Similarly, the Real Estate Investor Dashboard template by Ian Dikhtiar helps you manage your entire portfolio, including your finances, leases, tenants, and contractors.
With this template, you will be able to efficiently handle bills, transactions, and your tenant information making informed decisions.
Overall, this template serves as your valuable tool to enhance productivity and ensure that all aspects of property management are covered effectively.
Get the Real Estate Investor Dashboard Template here.
Let's take a look at the iManage Property Portfolio template which is ideal for managing multi-family properties.
The best part is whether you have one unit or a hundred, iManage will aid in tracking all your properties.
Everything about Property Portfolio is neatly organized ensuring that you can efficiently oversee your entire property portfolio.
Get the Property Portfolio Template here.
Adding to our template lineup, the Notion RE:OS: is designed to help you stay on top of your metrics and OKRs.
By utilizing the relation feature, it ensures all your actions align with your short and long-term goals.
That's not all, it's also perfect for connecting your daily, weekly, and monthly real estate investment activities.
Get the Notion RE:OS: The OG Notion Template here.
Next in our series is iManage - All-in-One Property Management Tool which offers lifetime access to an ever-expanding range of tools.
That being said, iManage helps manage your properties, track maintenance, handle financial transactions, and also screen your tenants.
As a landlord, property managers, or real estate companies, this template ensures that you're saving time as well as increasing profits while managing your property.
Get the All-in-one Property Management Tool here.
Next, we present the Notion – Real Estate Sales CRM Template, which allows you to build a custom CRM in Notion.
Additionally, you can set your goals, manage your sellers and buyers, create tasks and notes, and add all your property details.
Get the Real Estate Sales CRM Template here.
Following suit, the Advanced Real Estate CRM is a Notion template that provides a 360° view of all your interactions with customers and clients.
You can keep track of sellers, buyers, properties, tasks, and communication all in one place.
Thanks to its modular structure, each of your team members benefits from a summary page, ensuring they stay focused on what matters most.
Get the Advanced Real Estate CRM Template here.
Meet Enterprise OS, an all-inclusive Notion-based company management system designed to save hours daily during your business operations.
It includes new dashboards, views, and tools, such as a reworked Main Hub, a dashboard for daily operations, and a Simple Finance Tracker, along with a Complete Client Portal and Hub.
Get the Enterprise OS Template here.
Introducing the Notion–Property Inquiries Template, perfect for managing real estate property inquiries within Notion.
By connecting to an online form, it ensures your property inquiries are auto-updated in your Notion workspace, keeping everything organized.
To get started, simply click the Duplicate link at the top right-hand corner of the template page to copy it to your account.
For ongoing use, delete the sample content, then click again to create and rename your personalized template.
Get the Property Inquiries Notion Template here.
As its name implies, the Notion Rental Applications Template, is an excellent tool designed for managing real estate rental applications.
You can gather all necessary documents from your prospective tenant, such as their rental application, recent pay stub, ID, utility bill, and employment verification.
Adding to that, you can process their application by verifying the information and creating a file for future reference on this same template.
After processing, check the references provided by the tenant, including previous landlords, employers, and any guarantors.
In the similar vein, you can prepare a tenancy agreement, detailing the terms of the rental, including utilities, fees, pet policies, and other rules.
In short, this template makes it easy to manage the entire rental application process within Notion.
Get the Rental Application Template here.
Introducing iManage! My Duplex - the ultimate tool for house hacking enthusiasts.
This template is here to keep all your personal and business chaotic challenges in managing your duplex straight.
iManage! My Duplex organizes your finances, tenants, tasks and important contacts all in a single dashboard
To wrap it up , you get a complete overview of your duplex, including both units, tenant information, and important dates, track your finances, and manage tasks, from small repairs to major projects.
Get the iManage! My Duplex Template here.
As we move on with our exploration of templates, let's take a peek at the House Hunting Organizer Notion template.
You can create a 'wishlist' of properties to view with the House Hunting Organizer to track your top choices.
Moreover, the template supports you in making informed decisions by comparing and weighing different property attributes such as its price, distance from schools, fittings, and more.
Get the House Hunting Organizer Notion template here.
The next on the list is the Ultimate Real Estate Investor's Dashboard, a detailed overview of your investment portfolio and business.
With this dashboard, there's no need to keep everything in your head, it tracks finances, properties, leads, and contractors, all in one place.
Let the Investor's Dashboard take care of your finances while you focus on growing your real estate business.
Get the Real Estate Investor's Dashboard Template here.
It's time to embark on a transformative journey with the Real Estate Planner crafted to elevate your daily operations.
Let this planner guide you through your week and month with clarity and precision by gaining control of your finances and insights into your income and expenses.
Also, you get to stay on top of your listings and pending sales with the real estate planner, ensuring no opportunity slips through the cracks.
Get your Real Estate Planner Template here.
Moving forward, the Ultimate Real Estate Planner Notion Template is your key to exponential growth, and exceeding sales targets.
There's a Client Management page, where you can store contact information, property details, and follow-up items to ensure no opportunity is missed.
Furthermore, you can automatically calculate the number of appointments needed based on your revenue target, average commission, and personal success ratio.
Get the Ultimate Real Estate Planner Template here.
Adding to our list, is the Client Management Notion's Template with its welcoming space to set expectations, outline tasks, and keep your clients engaged and informed throughout the project journey.
Moreover, the entire process of contract management for both you and your clients has been made easier with this template.
When it comes to payments, this template also assists your clients to manage their payment schedules and access invoices, with the dedicated Payment section.
To fuel creativity, the Ideas & Inspo page serves as a centralized space for both you and your clients to collaborate on ideas and inspiration.
Get the Client Management Notion's Template here.
In summary, these Notion real estate templates offer a transformative solution to managing your properties.
By simplifying tasks, organizing data, and enhancing client interactions, they promise to revolutionize your workflow.
So, why settle for the status quo when you can embrace innovation? Explore the potential of these templates and take your real estate endeavors to new heights.
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