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The systems/Real Estate Agent & Transaction OS

Keep the next milestone in view.

Bring clients, transactions, follow-ups and commission planning to one clear closing desk.

Launchist / your workspace
Actual Real Estate Agent & Transaction OS dashboard in Notion

Actual Notion dashboard · example records may appear · widgets are separate from database activity

The next deadline lives in a different place from the client context.

For independent agents and small teams who maintain their own transaction review layer.

Connect each client to the transaction and its next milestone. Review projected commissions separately from received income.

Does not replace brokerage compliance, legal deadline checks, signing or trust accounting. The sample 30% reserve is an editable illustration, not tax advice.

Structure you can
make your own.

A real operating system, with editable records and views. Explore the actual dashboard and the databases behind it.

Client CRM and follow-up radar

Transactions linked to milestones

Projected and received commission views

Property marketing and prompt vault

The database engine

  • DB_RE_TRANSACTIONS
  • DB_RE_CLIENT_CRM
  • DB_RE_TASKS
  • DB_RE_WEALTH
  • DB_RE_MARKETING
  • DB_RE_AI_VAULT
Detailed view of the actual Real Estate Agent & Transaction OS Notion workspace
Actual screenshot crop. Open your Notion copy for full-size records.

Say the next step.
Review the result.

With a compatible connection, capture work in your own words. Start with this schema-aware prompt in your duplicated workspace.

Schema inspected. This product-specific write example has not been tested end to end.

In my duplicated Real Estate Agent & Transaction OS, inspect DB_RE_CLIENT_CRM. Create a fictional test lead with Client Name “DEMO — Alex Morgan”, Client Role “Buyer”, Pipeline Status “Inbound Lead”, Preferred Contact Method “Email”, Urgency Timeframe “1–3 Months”, Next Follow-Up Date tomorrow (confirm the date and timezone) and Sample checked. Do not contact anyone. Return the record link and verify its fields.

Client NameClient RolePipeline StatusPreferred Contact MethodNext Follow-Up DateSample

Your assistant must support the requested action. Confirm its destination and permissions. No background automation is included.

Connect your assistant

A good fit
starts with clarity.

You’ll feel at home if…

For independent agents and small teams who maintain their own transaction review layer. You’re happy to keep your own records accurate and adapt an editable workspace.

Know before you begin

Does not replace brokerage compliance, legal deadline checks, signing or trust accounting. The sample 30% reserve is an editable illustration, not tax advice. Buying a system does not connect an AI assistant. Final purchase license, delivery and refund terms will be available before checkout opens.

Your first day

Duplicate the complete system. Review its setup guide and examples. Create one record, check its view, then optionally test your AI connection on a disposable record.

Before you
make it yours.

What is included?

Real Estate Agent & Transaction OS includes 6 core source databases, its dashboard views and setup guidance. Features are based on the Seller Master Blueprint and inspected workspace.

Can I use it on mobile?

The Notion workspace can be opened in Notion’s mobile app. Wide databases may require horizontal scrolling. Website previews are responsive; final buyer-copy mobile testing remains part of release verification.

Does the AI work immediately?

No. Connect your own assistant, inspect available actions and authorize the relevant workspace. Use the onboarding guide to check your setup.

What about refunds and licensing?

Purchasing remains closed while final commerce policies and delivery are configured. Review the published terms and the actual Gumroad checkout before purchase.

Another way
to make space.

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