Real Estate OS

Take control of your rental portfolio in one clean workspace

Stop juggling spreadsheets, chats, and scattered files. Real Estate OS centralizes properties, people, leases, projects, income, and expenses so you always know what’s happening, what’s due, and what’s profitable.

The problem

• Properties, tenants, and vendors live in different tools
• Rent schedules and documents are hard to track
• Maintenance tasks fall through the cracks
• No quick way to see monthly income vs. expenses

When information is fragmented, you lose time, money, and peace of mind.

The solution

Real Estate OS gives you one operating system for your rentals. Add data in seconds with quick‑action buttons. See portfolio health at a glance with live charts. Zoom into any detail with guided views and pinned databases.

Key features

• Portfolio dashboard
  • Top‑level areas: Management, Operations, Finance, System
  • Quick actions to add Properties, Tasks, Notes in one click
  • Charts for property count and monthly income
• Properties hub
  • Occupancy ratio at a glance: occupied vs. vacant
  • Ready views: All, By Status, By Type, By Manager
  • Property codes for fast reference and naming
• Property managers
  • Track active managers and monthly collections per manager
  • Store contact info and photo for quick outreach
• Leases and tenants
  • Link every lease to the correct property and tenant
  • Capture start and end dates, rent amount, documents, and agreements
  • Open a tenant to see income, documents, and current active lease
• Projects and tasks
  • Group related tasks into projects and link to properties, managers, or vendors
  • Multiple task views: by Property, by Manager, by Vendor, or a flat To‑do list sorted by due date
  • Add notes beside tasks for context and reference
• SOPs, docs, and notes
  • Store operating procedures for standards that scale
  • Manage documents with file attachments and categories
  • Take notes and relate them to Projects or Properties
• Vendors
  • Keep website, email, phone, and services in one place
  • Open a vendor to log services and related work
• Income tracking
  • Log transactions with paid date and linked lease
  • Auto‑naming using property code + paid month for consistent records
  • Views by month and by property with total aggregations
• Expense checker
  • Track maintenance and repairs, tag the property, attach receipts
  • Assign related vendor for each job
• Financial overview
  • See monthly income and expenses side‑by‑side
  • Spot trends quickly to protect cash flow
• System analytics
  • Portfolio metrics: properties, leases, tenants by status
  • Work metrics: projects, tasks, notes by month

What’s included

• Fully linked Notion workspace for Properties, Tenants, Leases, Managers, Vendors, Projects, Tasks, Income, Expenses, SOPs, Docs, and Notes
• Prebuilt dashboards, charts, and guided views
• Smart naming with property codes for cleaner records
• Optional Finance layer if you already use accounting software
• Support links for updates and help

Why it works

• Clarity: a single source of truth for your entire operation
• Simplicity: quick‑action entry and ready‑made views cut admin time
• Ownership: you control the data, structure, and workflow
• Momentum: projects and tasks keep work moving, analytics show progress

TLDR

A plug‑and‑play Notion system to manage rentals end‑to‑end. Track properties, people, leases, tasks, vendors, income, and expenses with clear dashboards and guided views.

Get Real Estate OS and run your portfolio with confidence.

Install in minutes, customize as you grow.

FAQs

1. What is Notion?

Notion is the all-in-one workspace that makes it easier to take notes, manage tasks, plan projects, and stay organized. With its intuitive design, Notion boosts your productivity and keeps everything running smoothly. Whether you’re writing or managing a project, Notion helps you do it all effortlessly.

2. What is a Notion template?

Notion templates are pre-built tools you can add to your workspace to supercharge your productivity. Whether you need help with project management, task tracking, or note-taking, these templates are designed to fit your specific needs. By using Notion templates, you can streamline your workflow and get more done, faster.

3. Does this template work on a FREE Notion plan?

Yes

4. If you have any other questions

E-mail me at letstalk@sevestil.com
DM me on
• Twitter: twitter.com/sev_estil
• LinkedIn: linkedin.com/in/sev-estil

This template was built by a Notion Certified Creator.