Real Estate Agent Workspace

$120

1 rating

A complete workspace to seamlessly manage all your clients, properties, and tasks in one integrated system across any device.

Designed specifically for Casa agents who want to stop juggling apps and start closing more deals with a system that actually works the way we work. 📲

What’s inside —

📋 Task Management Hub - View and manage all tasks with client connections, priority levels, and direct links to property showings
👤 Smart Client Pipeline - Organize leads and clients by status (active, in-deal, nurturing, in communication) with quick lead entry system
🗓️ Daily Showings Tracker - Easily see your day's appointments and capture notes directly within each property page
📈 Performance Stats - Track your key metrics and deal progress in real-time (Available with Notion Premium ~$12/month)
🏢 Property Database - Centralized apartment/home listings with integrated showing notes and task generation
♻️ Integrated Workflow - Everything connects - showing notes automatically generate tasks, clients link to properties, tasks connect to deals

PLUS EVEN MORE!

📝 Meeting Notes Templates - Ready-to-use templates for Casa meetings, mentor sessions, and The List Presentations
🔗 Essential Links Hub - Quick access to Department of Finance, Perchwell, Domecile, closing cost calculators, mortgage rates, and all your go-to websites
💬 Casa-Specific Scripts & Templates - Initial phone call scripts, StreetEasy follow-up plans, email/text templates - all pre-loaded in every client file
🎥 Video Tutorials Included - Step-by-step demonstrations showing you exactly how to maximize every feature

Why Notion?

Notion is a dynamic all-in-one workspace where you can customize and systemize in a way that works for you. It is one of the most powerful productivity platforms out there. I've made the switch to Notion for my entire business and have not looked back!

Refund Policy

Due to the electronic nature of this product, you will receive instant access to the entire product following purchase, so no refunds are available. All purchases are final.

Heads up*

To access the full Stats section with charts and visual data, you'll need Notion Premium (~$12/month). The free version of Notion doesn't include these analytics features. Everything else in the workspace works perfectly on the free plan! You can always upgrade later if you want the stats dashboard.

Add to cart

You'll get a complete, ready-to-use Notion workspace to duplicate into your own Notion.

⭐️⭐️⭐️⭐️⭐️ Agent Review

“Real estate has so many moving parts, but having everything from showings to client pipelines and performance stats in one place has been a total game changer. It’s beautifully built, intuitive, and customizable to your own workflow. As someone who struggled with the tech side early on, I can say with confidence every agent needs this.”

⭐️⭐️⭐️⭐️⭐️ Agent Review

"This has completely changed how I work. I actually feel professional now - no more twelve tabs open just to do one thing. Total game changer."

⭐️⭐️⭐️⭐️⭐️ Agent Review

"I'm obsessed with this workspace!!! This is exactly what I needed. My business was all over the place before I had this system."

All-in-One, Dynamic Workspace

Say goodbye to scattered notes, endless email threads, and messy spreadsheets. This isn’t a stagnant system—it’s a dynamic workspace built in Notion that connects your clients, properties, and tasks in one streamlined hub. No more wondering where that address or phone number is hiding. Everything you need is organized, connected, and accessible whether you’re at your desk or on the go. It takes the guesswork out of follow-up and frees you up to focus on closing deals.

Ratings

(1 rating)

5 stars

100%

4 stars

3 stars

2 stars

1 star