📄 This is a Notion template — duplicate & go
For solo & small-team real estate agents

Real Estate Agent Pro

Run your entire real estate business from one place — leads, listings, deals, commissions, tasks, expenses and referrals, all connected.

It's a Notion template. You get a link, click Duplicate, and the whole system copies into your own Notion account. No new app to learn, no Notion experience needed — and it runs on Notion's free plan.

$97 $67 one-time · no subscription · runs on Notion's free plan

💰 Commission Calculator
The core of the system — try it. Enter your numbers, your real take-home appears instantly.
Gross Commission$15,750
Agent Net (real take-home)$10,325
In the template, this runs automatically on every deal and across your whole pipeline.
6
Databases
20+
Pre-built Views
13
Automations
$0
Per Month
Why it exists

Agents lose deals to disorganization — not lack of effort.

  • Leads slip through the cracks because there's no single follow-up list.
  • Commission math gets done on napkins — or not at all.
  • Tax-deductible expenses go untracked until it's too late.
  • Past clients go cold and the referrals dry up.

Real Estate Agent Pro is a lean, plug-and-play system that fixes all of it — no bloat, no Notion expertise required. It works the moment you duplicate it.

What's inside

Six connected databases. One business.

Everything links together, so a contact, their property, the deal, its tasks and its commission all live in one place.

📇

Contacts

Every lead, client, past client, referral source and vendor — with Hot/Warm/Cold lead scoring and next-follow-up dates.

BenefitNever lose track of who to call and when.
🏠

Properties

Every listing — active, under contract, sold — with price, address, beds/baths, square footage and days on market.

BenefitYour whole portfolio at a glance.
💰

Transactions

The heart of the system. Each deal auto-calculates your real take-home commission from your sale price, rate, split and fees.

BenefitKnow your true net on every deal.

Tasks

Stage-by-stage checklists attached to every deal, from inspection to appraisal to clear-to-close.

BenefitInspections, appraisals and deadlines never slip.
🧾

Expenses

Tax-deductible expense tracking, tagged by category and quarter, ready for year-end.

BenefitA clean deduction total for your accountant.
🤝

Referrals

Track referrals sent and received, with source, estimated value and fee percentage.

BenefitNever let a past client go cold.
How it works

Built to do the busywork for you.

Twelve features that turn a pile of spreadsheets into a single system that runs itself.

🧮

Automatic commission calculator

Enter sale price, commission rate, agent split and fees — it instantly returns Gross Commission and Agent Net (your real take-home). No manual math, on every deal and across your whole pipeline.

📊

Segmented pipelines

Separate Buyer, Seller and Rental Kanban boards — because rentals move at a different speed than sales.

🚦

Full milestone stages

Pre-Listing → Active → Accepted Offer → Under Contract → Contract Signed → Inspection → Appraisal → Clear to Close → Closed.

📞

Follow-Up Urgency board

Active leads grouped Hot/Warm/Cold and sorted by next follow-up — that's your call list for the day.

One-click action buttons

New Lead, New Listing, New Buyer Deal, Log Expense, Add Task, Log Referral, Start My Day — pre-filled records in a single click.

📋

Deal templates with checklists

New deals open with a complete 14-step buyer or listing checklist already inside, so every transaction starts organized.

🗂️

Document vault

Attach contracts, listing agreements and disclosures to each deal — paperwork lives with the deal, not your inbox.

🧾

Tax tracker

Quarterly breakdown plus tax-deductible totals, ready to hand to your accountant at year-end.

📄

Listing Presentation generator

A client-facing one-page listing sheet you fill in and share read-only in minutes.

🔁

13 documented automations

Native Notion plus Zapier and Make.com recipes — Zillow lead capture, Gmail thank-yous, Slack deal alerts, monthly reports. Optional; the template works fully without them.

👀

20+ pre-built views

Boards, lists, calendars and filtered views — open it, filter to your niche, and start working.

🎓

Complete onboarding + sample data

User Manual, Quick Start, FAQ, Changelog, 5 live demo walkthroughs, and a fictional agent's full dataset so you see exactly how everything connects.

Pricing

One price. Yours forever.

Launch Price
$67$97

One-time payment for a Notion template — no subscription, ever.

  • Full template: 6 databases, 20+ views, all automations
  • Automatic commission calculator
  • One-click buttons & deal checklists
  • Complete onboarding + realistic sample data
  • Works on Notion's free Personal plan
  • Free lifetime updates
Get Real Estate Agent Pro →

Instant access · duplicate into your Notion in one click

FAQ

Questions, answered.

You get a Notion template link. Click Duplicate in the top-right corner and the entire workspace — all six databases, views, guides, buttons and sample data — copies into your own Notion account. You only do this once, and the included User Manual walks you through the first 15 minutes.
Yes. Everything — databases, formulas, views, buttons and charts — runs on Notion's free Personal plan. No paid Notion subscription required.
The template ships with example records so you can see how everything connects. When you're ready for real use, open each database, select all rows and delete them. The structure, formulas, views and buttons all stay — only the example records disappear. (You can keep one example per database as a reference if you prefer.)
On any transaction you enter five inputs — Sale Price, Commission Rate %, Agent Split %, Transaction Fee and Referral Fee. It then calculates Gross Commission (Sale Price × Rate) and your Agent Net (your split, minus fees) automatically. You never type the result — try the live version at the top of this page.
Yes. It's built for solo agents and small teams of roughly 2–5. You can rename anything, recolor stages and lead scores to match your brand, and add your own fields or pipeline stages — the built-in formulas only depend on the core commission fields, so most changes are safe.
The template includes complete onboarding — a User Manual, Quick Start, FAQ, Changelog and 5 live demo walkthroughs — plus a documented Automations & Integrations Hub. Buyers also get free lifetime updates to the template.
Get started

Stop losing leads. Stop leaving commission on the table.

Get it for $67 →