Real Estate Management App

About this template

This template is the perfect management system, whether you're new to the business and building up your contact list, well-established and need help managing all the deals in your pipeline, or expanding your office and looking for a tool to collaborate with your growing team and your transaction coordinator.

With this real estate transaction management template, you can do it all. Use the Contacts and Interactions collections to manage your relationships with clients, service vendors, attorneys, escrow officers, loan officers and other real estate agents. Use the Properties collection to keep track of all your listings, and all the properties your clients are interested in. And use the Transactions collection to manage your entire deal checklist so nothing falls through the cracks. With the attachment field, you can also use this template as your document storage solution.

With the different Rowmesh views available you can display your data to end-users in new and interesting ways. Check out the listings calendar to showcase the different properties on the market. Use the Kanban board to manage your transaction pipeline. Thanks to the robust user roles and permissions setup in this template you can lock down areas of your app to Agents only and/or Clients only, maintaining a seamless UX for each type of User accessing your app.

Who it's for

Any real estate professionals that need an adaptable management tool to run their real estate business.

Typical users of this template include real estate brokers, real estate agents, real estate clients, and the external service vendors you want to collaborate with in your real estate app, such as loan officers and attorneys.