Looking to use monday.com for real estate management? monday.com can help you keep all the properties you are working on in one place. With a simple board, you will be able to understand your workload and most importantly check it on a mobile phone or a tablet in between meetings or on the go.
Step 1: Define your groups
This board is can be organized into three groups:
Group 1: Pipeline
All the listings you are currently working on. You can also add all new listings here too.
Group 2: Closed
You move all the listings that have been closed into this group, so that you can track how much commission you've earned.
Group 3: Lost
Move the listings that have been lost to this group. If you don't want to keep them on this board, you can also archive them.
Step 2: Add your columns
To store key details about the listings you can use the columns. In this example we've used the following columns (left to right):
Type is a Status column, and you can edit status labels to reflect the type of the property, for example, Apartment or Land.
Estimated price is a Numbers column, list the estimated price of the property.
Percentage (%) - is also Numbers column, easily list the commission percent you will get for each listing.
Commission column is the Formula column that allows you to create different formulas (similar to Excel) that automatically calculate your earnings.
Contact is a Text column, you can add the name of the contact person for the listing.
Phone is a Phone column, add a contact number for the listing. Once you click on the phone number in the column it will automatically trigger the phone application on your device and start a call.
Occupancy is also a Status column that shows if there are still any tenants in the property.
Step 3: communicate
Use the Updates section (just click on the pulse name to open it) to store more details, for example, contact details of the potential buyer's, attach contracts, listing agreements and more...
Step 4: Use the map view
In order to see all the locations in one view you need to click on the Board Views button in the upper right hand corner of the board:
an choose the Map View from the list:
Once you created the view, you will see all the locations on the map:
To learn more about it, check out this article.
This is what your board should look like
If you have any questions or need help with building this board - just let us know at firstname.lastname@example.org. We are here for you 24/7!