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Ultimate Agent Hub

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A comprehensive Business Management Notion Template that helps real estate agents organize their entire business.

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Template Description

Why did I create this template?

THIS is the resource I wish I had when I began working as a real estate agent.

I've worked as a full-time real estate agent on a high-producing real estate team for years, so I know first-hand 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 in a lot of work into their business. And we wear all of the hats!

In an attempt to centralize and streamline my business over the years, I found that there weren't any affordable digital tools out there that provided an All-in-One solution. So I created the Ultimate Agent Hub to help other real estate agents save time and gain the necessary mind-space to focus on income-producing activities and crush it in their sales. I've spent 100+ hours building this dashboard, so you don't have to spend time building it yourself.

The ultimate goal is to optimize your workflow, increase your productivity = get more done in less time, allow you to spend more time on income-producing activities, and have everything in one place so that you spend less time jumping between different digital tools.

What's inside the template?

βœ… Buyer and Seller CRMs

βœ… Transaction Manager

βœ… Daily Follow-ups and Daily Tasks Dashboard

βœ… Social Media Content Planner

βœ… Business Operations Dashboard

βœ… Goal Tracker

βœ… Habit Tracker

βœ… Expense Tracker

βœ… Digital Rolodex

βœ… Testimonial Dashboard

βœ… Built-in Formulas and Relations that allow you to run your business efficiently and effectively.

βœ… ... And More!!!

What are the benefits of the template?

You'll Benefit from the Ultimate Agent Hub if:

πŸ§‘β€πŸ’Ό You're a real estate agent and want to step up your real estate production.

πŸ’» You need to organize and simplify your lead generation, client management and transaction management processes.

πŸ’ͺ You want to improve the quality and consistency of your work.

πŸ“± You want to grow your client database.

πŸ“ˆ You want an easy and streamlined way to track your goals, tasks, expenses, sales, and content.

FAQ's:

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 hard-earned dollars 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 template to enable collaboration may require a Team Plan with Notion which costs $8/person per month.

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 Ultimate Agent Hub word-for-word.

Can I duplicate this dashboard to share with my team or my friends?

No. This template is for individual use only and cannot be shared. If you would like to purchase a Team License or Brokerage License, please reach out to me for pricing and you will be able to share it for use by the number of agents permitted on the respective license purchased.

Is there a return policy?

Unfortunately, due to the digital nature of this product, we are unable to provide returns or refunds.

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