⭐️ Ultimate Agent Hub
Ultimate Agent Hub
A comprehensive Business Management Notion Template that helps real estate agents 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 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 put a lot of work into their business. And we wear all the hats!
- I created the Ultimate Agent Hub to help other real estate agents 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're a real estate agent and you want to organize and simplify your business, lead generation processes, client management, and transaction management.
- You want one central place to track all your goals, habits, tasks, expenses, sales, marketing content, and more.
- You want to improve the quality and consistency of your work.
- You want to grow your client database and actually keep track of your contacts.
Here's What You'll Get:
✔ Daily Follow-ups and Tasks Dashboard
✔ Buyer CRM
✔ Seller CRM
✔ Transaction Manager
✔ Social Media Content Planner
✔ Task Manager
✔ Business Operations Dashboard
✔ Expense Tracker
✔ Goal Tracker
✔ Habit Tracker
✔ Reading Tracker
✔ Brain Dump
✔ Digital Rolodex
✔ Testimonial Database
✔ Built-in Formulas and Relations that allow you to run your business efficiently and effectively.
✔ And More!!!
FAQs
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!
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 personal 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?
No - If you purchase the template on this page, the license purchased is for individual use only and cannot be shared. If you would like to purchase a Team or Brokerage License, you will be allowed to share it with all agents on your team. Please use the following link to purchase the team & brokerage template:
Link to Team & Brokerage Template
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://jesslozatemplates.notion.site/
Is there a return policy?
Unfortunately, due to the digital nature of this product, we are unable to provide returns or refunds.
Video Walkthrough: