Ultimate Agent Hub for Teams & Brokerages
The all-in-one Notion template, made for agent teams.
A comprehensive business management Notion template that helps teams of real estate agents & brokerages collaborate and organize their entire business in one place.
*This version allows licensed use by entire Teams and Brokerages.
Why did I create this?
THIS is the resource I wish I had when I started working as a real estate agent.
I 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 put a lot of work into their business.
When I discovered Notion, I decided to create the Ultimate Agent Hub for Teams & Brokerages to help other real estate agent teams streamline all aspects of their business in one tool and ultimately gain the time and mind space to focus on high-value activities.
I've spent 100+ hours building this template, so you don't have to spend time building it yourself.
You'll benefit from the Ultimate Agent Hub for Teams & Brokerages if:
You’re 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 track all 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 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 to run your team's business efficiently.
✔ Personal Dashboards for each Team member (Including: Daily Habit Tracker, Reading Tracker, Brain Dump, and Expense Tracker)
✔ And More!!!
Accessible across all your team’s devices
Testimonials
Buy Ultimate Agent Hub for Teams & Brokerages
Ultimate Agent Hub is a one-time purchase, which gives you and your team lifetime access to the Notion template, as well as to all future updates to the template.
$97
One Time fee
Frequently Asked Questions:
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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.
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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.
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By purchasing the Team & Brokerage version of the Ultimate Agent Hub template, you get a limited license to share the dashboard and collaborate with the agents on your real estate team or your brokerage. However, the template cannot be shared with anyone outside of your real estate team or brokerage. Just like you wouldn’t want anybody to take your hard work and give it away for free, we’d appreciate it if you’d show us the same respect.
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Absolutely! We offer hourly private Notion consulting to our customers. If this is something you think you need, explore my Services page and feel free to send me an email at heyjessloza@gmail.com if you have any additional questions!
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Unfortunately, due to the digital nature of this product, we are unable to provide returns or refunds. That being said, if you are unsatisfied for any reason, please contact us at heyjessloza@gmail.com as we want to ensure that you are happy with your template.