Notion for Real Estate Agents | How I Organize Business & Life
Notion is a versatile productivity tool that combines note-taking, task management, and database functions into one customizable workspace. In my opinion, Notion is particularly useful for individual Real Estate Agents because, when built and used correctly, it allows for seamless organization of client information, transaction details, schedules, content creation, and personal tasks. With Notion, Real Estate Agents can keep track of their entire workflow in one place, enhancing productivity and ensuring that no detail is overlooked.
My All-In-One Notion Dashboard
Shameless plug, but I've already done the hard work for you. I have built out an all-in-one dashboard for Real Estate Agents intended to become your “second brain.” Watch the video above for a full Notion tour, and check out my Etsy shop to grab your template and start systematizing your work and life today!
Notion Template
The all-in-one dashbaord to manage your real estate deals, commission, content & life!
Dashboard Overview
Let me walk you through my Notion dashboard, starting with my "Homepage," which is organized into different zones:
Alignment Zone: This area includes a vision board and other tools to help align my goals.
Navigation Zone: Features a deals counter, a progression of time tracker, and all your pertinent pillar databases. I rely heavily on "Pillar Databases," which are essential components feeding into my homepage. These databases, tagged for business or personal life, are displayed in a gallery view for easy navigation.
Action Zone: Where I spend most of my time, managing client tasks, project tasks, weekly intentions, my daily agenda, workouts and more.
Action Zone Details
The Action Zone is pivotal for my workflow! This area of the homepage simply ensure that I don’t need to “dashboard hop” as I have all the pertinent data I need to see on a daily and weekly basis in one area. Again, it includes:
Client Tasks: Specific tasks related to my clients.
Project Tasks: Tasks for my personal and professional projects.
Weekly Agenda and Journal: A comprehensive view of my weekly schedule and journal entries.
Content Calendar: Tracks my video postings and other social media content.
Workout Tracker: Keeps my health and wellness in check.
Pillar Database: Agenda and Journal
In my "Agenda and Journal" database, I create daily templates for efficient planning. Each day is tagged with a theme and includes priorities, checklists, and habits. This structure ensures I stay on top of my tasks and goals.
If you are new to Notion and don’t want to dive head first, I suggest learning how to use Notion as a simple agenda and or journal that you can reference daily. Check out my video below where I show you how to create a simple Notion database to track your day, habits and tasks.
Real Estate Board
My "Listings and Transaction" dashboard is another critical pillar database dashboard. It tracks client tasks, important dates, and transactions. This board is designed to manage clients who have signed agreements, making it easier to track final sales prices and commissions. I actually sell this database on Etsy as its own separate Notion template. Check it out below!
Notion Template
Track your real estate clients, active transactions and referrals all in one place. You even calculate your commissions and total sales volume!
Content Creation Board
My "Content Creation" board is tailored for managing all my media platforms, including YouTube, Instagram, and TikTok. Different templates for various types of content ensure a streamlined process for creating and posting. You can also purchase this dashboard separately if all you need is just a single database to manage the planning and creation of your social media content. I personally cannot live without this database! I wouldn’t be able to keep consistent with creating my YouTube videos without it.
Notion Template
Plan and manage all your social media content for multiple media platforms in one place!
Projects and Tasks
This board is for tracking personal and business-related projects and tasks. I use relational databases to link projects with tasks, allowing me to see progress bars and completion percentages. It’s really cool to track your productivity and see how much you have done by the end of the month, quarter, and even year.
Conclusion
I have been using Notion for roughly the last four years, and it has completely transformed the way I structure my business, content, and life. I can’t even imagine my life without Notion—it’s my second brain that keeps me sane. As mentioned, many of the templates I use are available for purchase on my Etsy shop, complete with detailed video courses to help you use and customize these Notion templates to suit your needs.
I highly encourage you to check out my Notion templates on Etsy. If you do purchase any of them, know that I appreciate you so much! Thank you for supporting my creative work.
By sharing my Notion setup and offering it as a template, I hope to provide a practical guide for Real Estate Agents and anyone looking to boost their productivity.
Check out my other Notion videos here:
