⭐️ Ultimate Agent Hub

A comprehensive Notion template that helps real estate agents organize their entire business in one place.

Used daily by hundreds of agents worldwide.

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I've looked at a lot of Notion templates, and yours is by far the best and most comprehensive! Thank you!

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Your template has enabled me to organize my entire business in one place. This has been life-changing!!! Thank you!

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Thank you SO much for sharing your Notion workspace! I was astounded by the depth and comprehensiveness of the content and layout… it is undoubtedly an impressive piece of work!

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Amazing! I just bought it and so did everyone on my team! Job well done Jess!

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Wow you're awesome!! I love the template, thank you very much!

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Just bought a copy! This is amazing, you have really thought of it all and put it in this database, thank you!

Why did I create this?

THIS is the tool I wish I had when I started working as a real estate agent.

  • I 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.


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

✔ Client Portal Template

✔ And More!!!


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 organize all your clients, transactions, tasks, goals, habits, expenses, sales, marketing content, and more…

  • You want to improve the quality and consistency of your work, and never let another task slip through the cracks!

  • You want to grow your client database and actually keep track of your contacts.

  • Ultimately, you want to finally gain your time back and focus on what matters.


Bonuses:

  • Access to your private Facebook community of Realtors using Notion ❤️

  • Access to our Realtor Affiliate program (share the template and get rewarded $$$)

  • Gift: Our Real Estate Referral Manager Notion Template


Video Walkthrough:


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 personal use only and cannot be shared. It is against international copyright law to redistribute this work. If you would like to purchase a Team or Brokerage License, you will be allowed to share it exclusively 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, please feel free to explore our consulting services page.

I am a loan officer or a property manager. Can I use this template?

Notion is highly customizable, so we’re confident that with some tweaking, you can adapt our template to fit your unique needs as a loan officer, property manager, or other real estate professional. We’ve had customers in a variety of different real estate industries successfully customize our template to fit their workflows!

Is there a return policy?

Unfortunately, due to the digital nature of this product (which gives you instant access to all of the template content as soon as you purchase), we are unable to provide returns or refunds. If you have any questions whatsoever before purchasing the template, please contact us at heyjessloza@gmail.com. We are always happy to assist and address any concerns!