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The Real Estate Management Template is designed to help real estate agents manage their to-do lists, leads, clients, and listings.

  • Real Estate Agent

Sample Uses

Use this template to:

  • Organize and manage your to-do list.
  • Store key details about leads, clients, and listings in one central location.
  • Track appointments, closing dates, meetings, and other calendar items.
How to Use:
  • Enter your real estate Tasks into the appropriate columns:

    APPOINTMENTS - Use this column for your upcoming appointments. Be sure to include the appointment date, time, location, and any other relevant details in the Task.

    TO DO - Put any daily and/or weekly items on your to-do list in this column.

    DONE - Once you’ve completed a Task in the To Do column, move it here.

    LEADS - Keep track of your leads by entering them into this column. If a lead goes cold, archive the Task to remove the lead from your board.

    ACTIVE CLIENTS - When a lead becomes a client, move them from the Leads column to the Active Clients column.

    INACTIVE CLIENTS - When all post-closing activities have been completed, move clients from the Active Clients column to the Inactive Clients column.

  • To improve lead management, consider adding labels to Tasks, so you can categorize your leads by type (e.g., Hot, Warm, Cold).

  • Review the board daily and update the items on it as needed.

View the full process