Real Estate Deal Tracker OS
Track every real estate deal from first lead to close — all inside Notion. The Real Estate Deals Tracker OS gives you 8 fully connected databases covering your deal pipeline, properties, contacts, tasks, contractors, marketing ROI, expenses, and documents. Projected profit calculates automatically. Your follow-up queue updates itself. Your marketing ROI is always visible. One workspace. Every deal. Works on Notion’s free plan — duplicate in one click and start the same day.
Product Details
Stop running your investing business across five different tools.
If you’re tracking deals in one spreadsheet, contacts in another, marketing spend somewhere else, and contractor info in your notes app — you already know the problem. Information gets lost between the tabs. Follow-ups slip. You spend the first hour of every week just figuring out where everything stands.
The Real Estate Deals Tracker OS is a complete Notion workspace that replaces all of it. Eight connected databases that talk to each other, so the information you enter in one place automatically appears everywhere it’s relevant.
What’s Inside
📋 Deal Pipeline Every deal moves through 7 stages — New Lead, Contacted, Appointment Set, Offer Made, Under Contract, Closed, and Dead. Projected Profit calculates automatically from your ARV, offer price, estimated repair cost, and holding costs. Days in Stage updates in real time so you always know which deals are stalling. Supports five exit strategies: Wholesale, Buy & Hold, Wholetail, Subject To, and Seller Finance.
🏠 Properties Full property database with type, bedrooms, bathrooms, square footage, year built, condition rating, distress indicators (vacant, tax lien, pre-foreclosure, estate sale, divorce, code violations, fire damage), and tax assessment value. Every property links directly to its deal — open the deal and see the property, open the property and see the deal.
👥 Contacts CRM Sellers, cash buyers, agents, lenders, and referral partners in one place. Track motivation level, follow-up dates, lead source, and last contacted. The follow-up queue sorts your contacts by next follow-up date automatically — your Monday morning call list is always ready.
✅ Task Tracker Every action item linked to its deal and contact. Filter by priority (Urgent / High / Normal / Low), due date, and deal stage. Nothing falls through the cracks.
🔨 Contractor & Vendor Tracker Your full power team — trade, company, rating, response time, payment terms, licensed and insured status. Filter by trade when you need a contractor for a specific job. Total paid rolls up automatically from the Ledger.
📣 Marketing ROI Track every campaign across Direct Mail, Cold Call, MLS, Referral, Driving for Dollars, SMS, PPC, and Wholesale List. Cost per lead, cost per deal, and ROI all calculate automatically. Always know which marketing is working and which is burning cash.
💰 Expense & Income Ledger Every financial transaction linked to its deal — purchase price, repair costs, loan payments, marketing spend, assignment fees, and sale proceeds. Total expenses roll up to the deal record automatically. Income vs. expense visualised on the dashboard.
📁 Document Vault Contracts, title reports, inspection reports, HUD statements, loan agreements, permits, and LLC documents — all organised and linked to the deal, property, or contact they belong to
