⭐️ Ultimate Agent Hub for Teams & Brokerages

Jess Lozano

Ultimate Agent Hub made for Teams & Brokerages

A comprehensive Business Management Notion Template that helps teams of real estate agents & brokerages collaborate and organize their entire business in one place.

Why did I create this?

  • THIS is the resource I wish I had when I started working as a real estate agent.
  • I've worked as a full-time real estate agent on a top-producing team for years, so I know that managing a real estate business is a lot of work. Between lead generation, client management, transaction management, regular follow-ups, past client nurturing, and even social media management... real estate agents, teams and brokerages put a lot of work into their business.
  • I created the Ultimate Agent Hub for Teams & Brokerages to help other real estate agent teams streamline all aspects of their business and ultimately gain the time and mind space to focus on high-value activities. I've spent 100+ hours building this dashboard, so you don't have to spend time building it yourself.

You'll Benefit from the Ultimate Agent Hub if:

  • You are on a team of real estate agents and you want to organize and simplify your business, lead generation processes, client management, and transaction management.
  • You want one central place to collaborate and track all of your team's goals, habits, tasks, expenses, sales, marketing content, and more.
  • You want to improve the quality and consistency of your team's work.
  • You want to grow your team's client database and actually keep track of your contacts.
  • You want to keep yourself and your team's agents accountable to themselves and to one another.

Here's What You'll Get:

✔ Team Client Follow-up and Tasks Dashboard

Buyer CRM

Seller CRM

✔ Team Transaction Manager

✔ Team & Individual Social Media Content Planners

✔ Team Task Manager

Business Operations / Wiki Dashboard

✔ Team Goal Tracker

✔ Digital Rolodex

✔ Team's Testimonial Database

✔ Built-in Formulas and Relations that allow you to run your team's business efficiently and effectively.

✔ Personal Dashboards for each Team member (Including: Daily Habit Tracker, Reading Tracker, Brain Dump, Expense Tracker, and more)

✔ And More!!!


  • Access to your private Facebook community of Realtors using Notion ❤️
  • Access to our Realtor Affiliate program (share the template and get rewarded $$$)


Does this work on the free version of Notion?

Yes! Once you've made the purchase, I will send you a link to duplicate this to your Notion workspace. You can use the free Notion plan. You don't need to be on Notion's paid plans to use it. This means that instead of spending your money on expensive monthly business management subscriptions, you can purchase this template once and it's yours to benefit from forever!

*NOTE for Teams and Brokerages: Adding multiple agents to one Notion account to enable collaboration may require a Team Plan with Notion which can incur a monthly fee.

View Notion Pricing Here

If I like certain sections of the Ultimate Agent Hub a lot, and want to duplicate them into my personal workspace, can I?

Absolutely. Feel free to do what you want with the components of the Ultimate Agent Hub within your workspace. After all, Notion's ability to hyper-customize workspaces is one of the reasons we love it so much! We just ask that you don't re-sell any parts of the template or create online content using the content that's found in the template word-for-word.

Can I duplicate this dashboard to share with my team or my friends?

By purchasing the Team & Brokerage version of the Ultimate Agent Hub template, you are allowed to share the dashboard exclusively with all agents on your team or in your brokerage. However, the template cannot be shared with anyone outside of your team.

Note that it is against international copyright law to redistribute this work.

Can you help me further customize my Notion workspace?

Absolutely! We offer hourly private Notion consulting to our customers. If this is something you think you need, explore by clicking this link: https://notionforagents.com/notion-consulting

Is there a return policy?

Unfortunately, due to the digital nature of this product, we are unable to provide returns or refunds.

Video Walkthrough:

I want this!

⭐️ Ultimate Agent Hub for Teams & Brokerages

I want this!