Real Estate Agent Dashboard
About this template
The Real Estate Agent Dashboard is a Notion Template designed to streamline the workflow of real estate agents by providing efficient tools for managing clients and listings. Whether you're a seasoned agent or just starting out, this template offers intuitive features to organize client interactions, track property listings, and enhance overall productivity. After you purchase and download this template, it is highly customizable for your needs. I configured the base information you need to get you off quickly so you can focus in serving your clients. Features of this template 💡 Task Management Create tasks associated with specific clients, listings, or general agent activities such as follow-up calls, property showings, or paperwork completion. - Board View, see your tasks as they progress - Calendar View, see your tasks in a Calendar View 💡 Client Management Create detailed profiles for each client, including contact information, preferences, budget, and property requirements. - View by Status - Sellers View - Buyers View 💡 Listings Management Easily add, edit, and manage property listings with customizable fields for property details, images, videos, and documents. - Add cover photo - Customizable listing information
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
