Welcome to your Real Estate Agent OS

This is the business side of your real estate work in one place: listings, leads, showings, deals, and the money. It is built to stay out of your way and show you what needs attention.

<aside> 🔒 Keep client financial and personal detail out of shared screenshots and exports. Follow fair housing rules in every note and message you write. This template runs the business around your deals, it is not a system of record for protected client information.

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Make it yours in 3 steps

1. Clear the sample rows in each database and add your own. The samples are here so the dashboard looks alive.
2. Set the commission percent on each deal. Commission income only counts deals you mark Closed.
3. Open Agent Home each morning. Today's Showings, Hot Leads, and Deal Pipeline are the three things to glance at.

Questions or a problem with the template: [email protected]